Personal Banker Jobs in Needham, MA
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (23 miles from Needham, MA)
- 14 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (23 miles from Needham, 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....
Private Client Banker- Braintree, MA - Southeast MA Market
- Braintree, MA (13 miles from Needham, MA)
- 3 hours ago
- Braintree, MA (13 miles from Needham, MA)
- 3 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - Boston, MA
- Boston, MA (10 miles from Needham, MA)
- 1 day ago
- Boston, MA (10 miles from Needham, 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 (10 miles from Needham, MA)
- 3 days ago
- Boston, MA (10 miles from Needham, MA)
- 3 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...
- Bedford, MA (15 miles from Needham, MA)
- 3 days ago
- Bedford, MA (15 miles from Needham, 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 (10 miles from Needham, MA)
- 3 days ago
- Arlington, MA (10 miles from Needham, 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 (9 miles from Needham, MA)
- 3 days ago
- Cambridge, MA (9 miles from Needham, 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 (10 miles from Needham, MA)
- 3 days ago
- Somerville, MA (10 miles from Needham, 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 (12 miles from Needham, MA)
- 3 days ago
- Lexington, MA (12 miles from Needham, 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....
US Experienced Financial Advisor
- Cambridge, MA (9 miles from Needham, MA)
- 7 days ago
- Cambridge, MA (9 miles from Needham, 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 (11 miles from Needham, MA)
- 7 days ago
- Sudbury, MA (11 miles from Needham, 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 (10 miles from Needham, MA)
- 9 days ago
- Arlington, MA (10 miles from Needham, 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...
Financial Advisor - Quincy, MA
- Quincy, MA (12 miles from Needham, MA)
- 11 days ago
- Quincy, MA (12 miles from Needham, MA)
- 11 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Private Client Banker- Westwood High St
- Westwood, MA (4 miles from Needham, MA)
- 12 days ago
- Westwood, MA (4 miles from Needham, MA)
- 12 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Wellesley, MA (2 miles from Needham, MA)
- 12 days ago
- Wellesley, MA (2 miles from Needham, 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...
Demographic Data for Needham, MA
Moving to Needham, MA? Find some basic demographic data about Needham, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Needham, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Needham, 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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