Personal Banker Jobs in Chatham, 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.
Personal Banker SAFE Act - 1st Avenue & 71st Street Branch
- New York, NY (21 miles from Chatham, NJ)
- 3 hours ago
- New York, NY (21 miles from Chatham, NJ)
- 3 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Client Relationship Manager - Wayne, PA
- Wayne, NJ (17 miles from Chatham, NJ)
- 11 hours ago
- Wayne, NJ (17 miles from Chatham, NJ)
- 11 hours ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Client Relationship Manager - New Jersey
- Jersey City, NJ (17 miles from Chatham, NJ)
- 15 hours ago
- Jersey City, NJ (17 miles from Chatham, NJ)
- 15 hours ago
Client Relationship Manager Indianapolis, In About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (23 miles from Chatham, NJ)
- 1 day ago
- Ridgewood, NJ (23 miles from Chatham, NJ)
- 1 day 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...
Financial Advisor - Borough Park/Brooklyn, NY
- New York, NY (21 miles from Chatham, NJ)
- 1 day ago
- New York, NY (21 miles from Chatham, NJ)
- 1 day ago
management business development techniques, products, services and overall industry....
- Roxbury Township, NJ (17 miles from Chatham, NJ)
- 1 day ago
- Roxbury Township, NJ (17 miles from Chatham, 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....
- Piscataway, NJ (12 miles from Chatham, NJ)
- 1 day ago
- Piscataway, NJ (12 miles from Chatham, 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....
Personal Banker - West Orange - Full-time
- West Orange, NJ (8 miles from Chatham, NJ)
- 1 day ago
- West Orange, NJ (8 miles from Chatham, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
- Paterson, NJ (17 miles from Chatham, NJ)
- 2 days ago
- Paterson, NJ (17 miles from Chatham, NJ)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- New York, NY (21 miles from Chatham, NJ)
- 3 days ago
- New York, NY (21 miles from Chatham, NJ)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (23 miles from Chatham, NJ)
- 3 days ago
- Paramus, NJ (23 miles from Chatham, NJ)
- 3 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...
- Nutley, NJ (14 miles from Chatham, NJ)
- 3 days ago
- Nutley, NJ (14 miles from Chatham, NJ)
- 3 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....
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (12 miles from Chatham, NJ)
- 3 days ago
- Woodbridge, NJ (12 miles from Chatham, NJ)
- 3 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- New York, NY (21 miles from Chatham, NJ)
- 3 days ago
- New York, NY (21 miles from Chatham, NJ)
- 3 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....
Private Client Financial Advisor - Downtown Brooklyn
- New York, NY (21 miles from Chatham, NJ)
- 4 days ago
- New York, NY (21 miles from Chatham, NJ)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Chatham, NJ
Moving to Chatham, NJ? Find some basic demographic data about Chatham, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chatham, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chatham, 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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