Personal Banker Jobs in Clark, 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 Financial Representative-NY
- New York, NY (19 miles from Clark, NJ)
- 5 hours ago
- New York, NY (19 miles from Clark, NJ)
- 5 hours ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - NJ, Saddle Brook (5030)
- New York, NY (19 miles from Clark, NJ)
- 13 hours ago
- New York, NY (19 miles from Clark, NJ)
- 13 hours ago
Financial Advisor - NJ, Saddle Brook () (AQ) Financial Advisor - NJ, Saddle Brook () (AQ) Primary Location : UNITED STATES-NY-New York Organization : Equitable Advisors Description Equitable...
Senior Personal Banker - Milltown - Full-time
- Milltown, NJ (13 miles from Clark, NJ)
- 16 hours ago
- Milltown, NJ (13 miles from Clark, NJ)
- 16 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- East Brunswick, NJ (13 miles from Clark, NJ)
- 1 day ago
- East Brunswick, NJ (13 miles from Clark, NJ)
- 1 day ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Basking Ridge, NJ (13 miles from Clark, NJ)
- 1 day ago
- Basking Ridge, NJ (13 miles from Clark, NJ)
- 1 day ago
Financial Advisor at Prudential Financial Financial Advisor at Prudential Financial in Basking Ridge, New Jersey Posted in Other 12 days ago. Type: full-time Job Description: Explore a career as a...
Financial Advisor - Entry Level
- Secaucus, NJ (17 miles from Clark, NJ)
- 1 day ago
- Secaucus, NJ (17 miles from Clark, NJ)
- 1 day ago
Financial Advisor - Entry Level at Equitable Advisors Financial Advisor - Entry Level at Equitable Advisors in Secaucus, New Jersey Posted in Other 14 days ago. Type: full-time Job Description:...
Entry Level Financial Advisor (Wall, NJ Office Location)
- Rumson, NJ (23 miles from Clark, NJ)
- 1 day ago
- Rumson, NJ (23 miles from Clark, NJ)
- 1 day ago
Entry Level Financial Advisor (Wall, NJ Office Location) at Equitable Advisors Entry Level Financial Advisor (Wall, NJ Office Location) at Equitable Advisors in Rumson, New Jersey Posted in Other...
Personal Banker SAFE Act - Union Square Flagship Branch
- New York, NY (19 miles from Clark, NJ)
- 1 day ago
- New York, NY (19 miles from Clark, NJ)
- 1 day 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....
Private Client Financial Advisor - Canal Street, Manhattan
- Woodbridge, NJ (4 miles from Clark, NJ)
- 1 day ago
- Woodbridge, NJ (4 miles from Clark, NJ)
- 1 day 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...
Financial Advisor - Rego Park, NY
- Rego Park, NY (24 miles from Clark, NJ)
- 2 days ago
- Rego Park, NY (24 miles from Clark, NJ)
- 2 days ago
Work Location: Rego Park, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker Supervisor - Summit, NJ
- Summit, NJ (6 miles from Clark, NJ)
- 2 days ago
- Summit, NJ (6 miles from Clark, NJ)
- 2 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Summit, NJ (6 miles from Clark, NJ)
- 2 days ago
- Summit, NJ (6 miles from Clark, NJ)
- 2 days ago
The Personal Banker will work with the branch team and partners to attain the branch strategic goals....
Client Relationship Manager - Commercial Banking
- New York, NY (19 miles from Clark, NJ)
- 2 days ago
- New York, NY (19 miles from Clark, NJ)
- 2 days ago
Client Relationship Manager Commercial Banking Division Rapidly growing market-leader with an Industry-tailored product used by hundreds of the worlds top banks Outstanding, team-oriented Client...
- Ozone Park, NY (24 miles from Clark, NJ)
- 3 days ago
- Ozone Park, NY (24 miles from Clark, 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....
- Hoboken, NJ (17 miles from Clark, NJ)
- 3 days ago
- Hoboken, NJ (17 miles from Clark, NJ)
- 3 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Demographic Data for Clark, NJ
Moving to Clark, NJ? Find some basic demographic data about Clark, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clark, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clark, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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