Personal Banker Jobs in Westford, MA
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA
- 3 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA
- 3 days ago
Financial Advisor Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC seeks a...
- Chelmsford, MA (4 miles from Westford, MA)
- 21 hours ago
- Chelmsford, MA (4 miles from Westford, MA)
- 21 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Wellesley, MA (21 miles from Westford, MA)
- 1 day ago
- Wellesley, MA (21 miles from Westford, MA)
- 1 day 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 (13 miles from Westford, MA)
- 2 days ago
- Burlington, MA (13 miles from Westford, MA)
- 2 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Marlborough, MA (17 miles from Westford, MA)
- 2 days ago
- Marlborough, MA (17 miles from Westford, MA)
- 2 days ago
The Personal Banker Training Program will position you for advancement in your retail career....
- Andover, MA (14 miles from Westford, MA)
- 7 days ago
- Andover, MA (14 miles from Westford, MA)
- 7 days ago
Title: Financial Advisor Location: North of Boston, MA (Andover, MA or Manchester, NH) Our client, a well-established and growing financial services firm north of Boston, is seeking an experienced...
Private Client Relationship Manager
- Stow, MA (11 miles from Westford, MA)
- 20 days ago
- Stow, MA (11 miles from Westford, MA)
- 20 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Private Client Relationship Manager
- Littleton, MA (4 miles from Westford, MA)
- 21 days ago
- Littleton, MA (4 miles from Westford, MA)
- 21 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
- Woburn, MA (15 miles from Westford, MA)
- 23 days ago
- Woburn, MA (15 miles from Westford, MA)
- 23 days ago
Associate Financial Advisor Location: Woburn, MA We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team. About Us: Our client is...
Private Client Banker (New Build) Wilmington Main St
- Wilmington, MA (13 miles from Westford, MA)
- 30+ days ago
- Wilmington, MA (13 miles from Westford, MA)
- 30+ 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...
Private Client Banker (New Build) Medford High Street
- Medford, MA (20 miles from Westford, MA)
- 30+ days ago
- Medford, MA (20 miles from Westford, MA)
- 30+ 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...
- Hampstead, NH (24 miles from Westford, MA)
- 30+ days ago
- Hampstead, NH (24 miles from Westford, MA)
- 30+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Private Client Banker - Wayland, MA - New Build Branch
- Framingham, MA (18 miles from Westford, MA)
- 30+ days ago
- Framingham, MA (18 miles from Westford, MA)
- 30+ days ago
JobID: 210592759 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-01-27T19:55:48+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Private Client Banker - Wayland, MA - New Build Branch
- Wayland, MA (16 miles from Westford, MA)
- 30+ days ago
- Wayland, MA (16 miles from Westford, MA)
- 30+ 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...
- Lunenburg, MA (14 miles from Westford, MA)
- 45+ days ago
- Lunenburg, MA (14 miles from Westford, MA)
- 45+ days ago
Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers Credit Union: Since...
Demographic Data for Westford, MA
Moving to Westford, MA? Find some basic demographic data about Westford, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westford, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westford, 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
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Relationship Management
- Referrals
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Business Development
- Retail
- Military Background
- Listening
- Written Communication
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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