Personal Banker Jobs in Medford, MA
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (20 miles from Medford, MA)
- 2 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (20 miles from Medford, MA)
- 2 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 - Merrimack Valley Credit Union
- Lawrence, MA (20 miles from Medford, MA)
- 8 hours ago
- Lawrence, MA (20 miles from Medford, MA)
- 8 hours ago
Credit Union Financial Advisor - Merrimack Valley Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Private Client Relationship Manager
- Sudbury, MA (15 miles from Medford, MA)
- 8 hours ago
- Sudbury, MA (15 miles from Medford, MA)
- 8 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Personal Banking Representative - Putterham Circle, MA
- Brookline, MA (5 miles from Medford, MA)
- 11 hours ago
- Brookline, MA (5 miles from Medford, MA)
- 11 hours ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
Personal Banker II - Bethany Village (Milton, GA)
- Milton, MA (11 miles from Medford, MA)
- 1 day ago
- Milton, MA (11 miles from Medford, MA)
- 1 day ago
Banker job family....
- Dedham, MA (11 miles from Medford, MA)
- 1 day ago
- Dedham, MA (11 miles from Medford, MA)
- 1 day ago
Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by providing...
Sr. Private Client Relationship Manager
- North Andover, MA (18 miles from Medford, MA)
- 1 day ago
- North Andover, MA (18 miles from Medford, MA)
- 1 day ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Bilingual Portuguese Personal Banker
- Framingham, MA (17 miles from Medford, MA)
- 1 day ago
- Framingham, MA (17 miles from Medford, MA)
- 1 day ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
Financial Advisor Development Program - October 2025
- Boston, MA (4 miles from Medford, MA)
- 3 days ago
- Boston, MA (4 miles from Medford, MA)
- 3 days ago
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator?...
- Needham, MA (10 miles from Medford, MA)
- 4 days ago
- Needham, MA (10 miles from Medford, MA)
- 4 days ago
ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the...
Sr Private Client Banker- Wellesley Hills
- Wellesley Hills, MA (10 miles from Medford, MA)
- 6 days ago
- Wellesley Hills, MA (10 miles from Medford, MA)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and providing an individual client experience. You will build lasting relationships, doing the right...
Retail Personal Banker I - Norwood FC
- Norwood, MA (15 miles from Medford, MA)
- 7 days ago
- Norwood, MA (15 miles from Medford, MA)
- 7 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Financial Advisor - Ipswich, MA
- Ipswich, MA (23 miles from Medford, MA)
- 8 days ago
- Ipswich, MA (23 miles from Medford, MA)
- 8 days ago
About Brookline Bank Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 25...
- Marlborough, MA (22 miles from Medford, MA)
- 9 days ago
- Marlborough, MA (22 miles from Medford, MA)
- 9 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Watertown, MA (3 miles from Medford, MA)
- 9 days ago
- Watertown, MA (3 miles from Medford, MA)
- 9 days ago
Application Deadline: 04/24/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Demographic Data for Medford, MA
Moving to Medford, MA? Find some basic demographic data about Medford, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Medford, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Medford, 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
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Client Relationships
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Implementation
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Business Development
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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