Personal Banker Jobs in Lowell, MA
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (8 miles from Lowell, MA)
- 14 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (8 miles from Lowell, MA)
- 14 days ago
This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely....
Financial Advisor - Boston, MA
- Boston, MA (23 miles from Lowell, MA)
- 1 day ago
- Boston, MA (23 miles from Lowell, MA)
- 1 day ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid)
- Boston, MA (23 miles from Lowell, MA)
- 2 days ago
- Boston, MA (23 miles from Lowell, MA)
- 2 days ago
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you...
- North Andover, MA (11 miles from Lowell, MA)
- 3 days ago
- North Andover, MA (11 miles from Lowell, MA)
- 3 days ago
Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!...
- Bedford, MA (10 miles from Lowell, MA)
- 3 days ago
- Bedford, MA (10 miles from Lowell, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Personal Banker - East Arlington
- Arlington, MA (17 miles from Lowell, MA)
- 3 days ago
- Arlington, MA (17 miles from Lowell, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Personal Banker - Inman Square
- Cambridge, MA (20 miles from Lowell, MA)
- 3 days ago
- Cambridge, MA (20 miles from Lowell, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Personal Banker - Assembly Row
- Somerville, MA (21 miles from Lowell, MA)
- 3 days ago
- Somerville, MA (21 miles from Lowell, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
- Lexington, MA (14 miles from Lowell, MA)
- 3 days ago
- Lexington, MA (14 miles from Lowell, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
FT Personal Banker (Merrimac, MA)
- Merrimac, MA (19 miles from Lowell, MA)
- 7 days ago
- Merrimac, MA (19 miles from Lowell, MA)
- 7 days ago
POSITION SUMMARY The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses....
US Experienced Financial Advisor
- Cambridge, MA (20 miles from Lowell, MA)
- 7 days ago
- Cambridge, MA (20 miles from Lowell, MA)
- 7 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Personal Financial Representative-MA
- Sudbury, MA (19 miles from Lowell, MA)
- 7 days ago
- Sudbury, MA (19 miles from Lowell, MA)
- 7 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Arlington, MA (17 miles from Lowell, MA)
- 9 days ago
- Arlington, MA (17 miles from Lowell, MA)
- 9 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Wellesley, MA (23 miles from Lowell, MA)
- 12 days ago
- Wellesley, MA (23 miles from Lowell, MA)
- 12 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Private Client Financial Advisor
- Burlington, MA (11 miles from Lowell, MA)
- 13 days ago
- Burlington, MA (11 miles from Lowell, MA)
- 13 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Lowell, MA
Moving to Lowell, MA? Find some basic demographic data about Lowell, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lowell, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lowell, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Asset Allocation
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Mortgage Processing
- Investment Management
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Relationship Management
- Closing
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Business Development
- Retail
- Military Background
- Written Communication
- Telephone Skills
- Flexibility
- Coaching
- Interpersonal Skills
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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