Personal Banker Jobs in Budd Lake, NJ
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Roxbury Township, NJ (3 miles from Budd Lake, NJ)
- 1 day ago
- Roxbury Township, NJ (3 miles from Budd Lake, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Bridgewater, NJ (21 miles from Budd Lake, NJ)
- 5 days ago
- Bridgewater, NJ (21 miles from Budd Lake, NJ)
- 5 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- Washington, NJ (15 miles from Budd Lake, NJ)
- 6 days ago
- Washington, NJ (15 miles from Budd Lake, NJ)
- 6 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker Sparta and Newton Branches
- Sparta, NJ (14 miles from Budd Lake, NJ)
- 9 days ago
- Sparta, NJ (14 miles from Budd Lake, NJ)
- 9 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Chester, NJ (7 miles from Budd Lake, NJ)
- 10 days ago
- Chester, NJ (7 miles from Budd Lake, NJ)
- 10 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Fairfield, NJ (23 miles from Budd Lake, NJ)
- 10 days ago
- Fairfield, NJ (23 miles from Budd Lake, NJ)
- 10 days ago
VP/Financial Advisor Job Locations US-NJ Job ID 2025-2775 # of Openings 1 Type Full-Time Category Retail Banking Overview The VP, Financial Advisor (FA) will provide sound financial advice to clients...
Senior Personal Banker - Morris Plains - Full-time
- Morris Plains, NJ (14 miles from Budd Lake, NJ)
- 25 days ago
- Morris Plains, NJ (14 miles from Budd Lake, NJ)
- 25 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Financial Advisor-Springfield, NJ area
- Bernardsville, NJ (13 miles from Budd Lake, NJ)
- 30+ days ago
- Bernardsville, NJ (13 miles from Budd Lake, NJ)
- 30+ days ago
management business development techniques, products, services and overall industry....
Merrill Experienced Financial Advisor
- Short Hills, NJ (24 miles from Budd Lake, NJ)
- 30+ days ago
- Short Hills, NJ (24 miles from Budd Lake, NJ)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Financial Advisor - Morristown, NJ
- Morristown, NJ (15 miles from Budd Lake, NJ)
- 60+ days ago
- Morristown, NJ (15 miles from Budd Lake, NJ)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Gladstone, NJ (11 miles from Budd Lake, NJ)
- 30+ days ago
- Gladstone, NJ (11 miles from Budd Lake, NJ)
- 30+ days ago
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and...
- Randolph, NJ (9 miles from Budd Lake, NJ)
- 30+ days ago
- Randolph, NJ (9 miles from Budd Lake, NJ)
- 30+ 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....
Financial Advisor - PNC Investments
- Summit, NJ (23 miles from Budd Lake, NJ)
- 30+ days ago
- Summit, NJ (23 miles from Budd Lake, NJ)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Branchburg, NJ (24 miles from Budd Lake, NJ)
- 30+ days ago
- Branchburg, NJ (24 miles from Budd Lake, NJ)
- 30+ 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....
Personal Banker (Float) - North Region / Hampton - Full-time
- Hampton, NJ (18 miles from Budd Lake, NJ)
- 45+ days ago
- Hampton, NJ (18 miles from Budd Lake, NJ)
- 45+ days ago
office conditions in a retail-banking establishment....
Demographic Data for Budd Lake, NJ
Moving to Budd Lake, NJ? Find some basic demographic data about Budd Lake, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Budd Lake, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Budd Lake, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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