Personal Banker Jobs in Cranford, 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.
- Northwestern Mutual - Paramus
- Paramus, NJ (23 miles from Cranford, NJ)
- 3 days ago
- Northwestern Mutual - Paramus
- Paramus, NJ (23 miles from Cranford, NJ)
- 3 days ago
Join us as a Financial Advisor in PARAMUS at Northwestern Mutual. Embark on a rewarding career with Northwestern Mutual, where success is mutual. By bringing your talent, dedication, and...
Financial Advisor - Rego Park, NY
- Rego Park, NY (23 miles from Cranford, NJ)
- 4 hours ago
- Rego Park, NY (23 miles from Cranford, NJ)
- 4 hours 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 (4 miles from Cranford, NJ)
- 16 hours ago
- Summit, NJ (4 miles from Cranford, NJ)
- 16 hours ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Summit, NJ (4 miles from Cranford, NJ)
- 16 hours ago
- Summit, NJ (4 miles from Cranford, NJ)
- 16 hours 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 (17 miles from Cranford, NJ)
- 21 hours ago
- New York, NY (17 miles from Cranford, NJ)
- 21 hours 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 Cranford, NJ)
- 1 day ago
- Ozone Park, NY (24 miles from Cranford, 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....
Financial Advisor Full-Time Paramus, NJ and Farmington, CT
- Paramus, NJ (23 miles from Cranford, NJ)
- 1 day ago
- Paramus, NJ (23 miles from Cranford, NJ)
- 1 day ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- Hoboken, NJ (15 miles from Cranford, NJ)
- 1 day ago
- Hoboken, NJ (15 miles from Cranford, NJ)
- 1 day 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...
Vice President, Financial Advisor (Partner Programs)
- New York, NY (17 miles from Cranford, NJ)
- 1 day ago
- New York, NY (17 miles from Cranford, NJ)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Remote WorkRoving Personal Banker Bilingual Spanish Hudson County District
- Bayonne, NJ (10 miles from Cranford, NJ)
- 1 day ago
- Bayonne, NJ (10 miles from Cranford, NJ)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Fifth Ave and 27th Street - New York, NY
- New York, NY (17 miles from Cranford, NJ)
- 1 day ago
- New York, NY (17 miles from Cranford, NJ)
- 1 day ago
JobID: 210606195 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-12T13:30:03+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Licensed Private Client Banker- Whitestown
- New York, NY (17 miles from Cranford, NJ)
- 2 days ago
- New York, NY (17 miles from Cranford, NJ)
- 2 days ago
Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Weehawken, NJ (16 miles from Cranford, NJ)
- 2 days ago
- Weehawken, NJ (16 miles from Cranford, NJ)
- 2 days ago
Ready to take your career to the next level? As a Financial Advisor on the Annuity Team in the Wealth Advice Center (WAC), you will help clients plan for long-term financial security by providing...
Financial Advisor - PNC Investments
- Summit, NJ (4 miles from Cranford, NJ)
- 2 days ago
- Summit, NJ (4 miles from Cranford, NJ)
- 2 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...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Weehawken, NJ (16 miles from Cranford, NJ)
- 2 days ago
- Weehawken, NJ (16 miles from Cranford, NJ)
- 2 days ago
Ready to take your career to the next level? As a Financial Advisor on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex process of...
Demographic Data for Cranford, NJ
Moving to Cranford, NJ? Find some basic demographic data about Cranford, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cranford, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cranford, 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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