Personal Banker Jobs in East Windsor, 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.
- Holmdel, NJ (19 miles from East Windsor, NJ)
- 5 hours ago
- Holmdel, NJ (19 miles from East Windsor, NJ)
- 5 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Middletown, NJ (22 miles from East Windsor, NJ)
- 11 hours ago
- Middletown, NJ (22 miles from East Windsor, NJ)
- 11 hours 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....
- Bridgewater, NJ (19 miles from East Windsor, NJ)
- 1 day ago
- Bridgewater, NJ (19 miles from East Windsor, NJ)
- 1 day ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
Personal Banker Bilingual Spanish North Plainfield NJ
- North Plainfield, NJ (21 miles from East Windsor, NJ)
- 1 day ago
- North Plainfield, NJ (21 miles from East Windsor, NJ)
- 1 day 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....
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Client Relationship Manager - Insurance
- Whitehouse Station, NJ (23 miles from East Windsor, NJ)
- 2 days ago
- Whitehouse Station, NJ (23 miles from East Windsor, NJ)
- 2 days ago
Client Relationship Manager** **About Cognizant** Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era....
- Robbinsville, NJ (7 miles from East Windsor, NJ)
- 3 days ago
- Robbinsville, NJ (7 miles from East Windsor, NJ)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Client Relationship Manager - Insurance
- Whitehouse, NJ (23 miles from East Windsor, NJ)
- 3 days ago
- Whitehouse, NJ (23 miles from East Windsor, NJ)
- 3 days ago
Client Relationship Manager About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our...
Personal Banker - Wood-Ridge, NJ
- Basking Ridge, NJ (24 miles from East Windsor, NJ)
- 4 days ago
- Basking Ridge, NJ (24 miles from East Windsor, NJ)
- 4 days ago
Back Personal Banker #25-397 Wood-Ridge, New Jersey, United States Apply Apply for this job now!...
Personal Banker Bilingual Spanish Carteret Branch
- Carteret, NJ (23 miles from East Windsor, NJ)
- 5 days ago
- Carteret, NJ (23 miles from East Windsor, NJ)
- 5 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....
- Bound Brook, NJ (17 miles from East Windsor, NJ)
- 5 days ago
- Bound Brook, NJ (17 miles from East Windsor, NJ)
- 5 days ago
The Retail Seasonal Associate works in the branch assisting clients with a variety of routine banking transactions and exemplifying Valley's quality service standards and complying with...
Health Solutions Client Relationship Manager
- Trenton, NJ (13 miles from East Windsor, NJ)
- 7 days ago
- Trenton, NJ (13 miles from East Windsor, NJ)
- 7 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Trenton, NJ (13 miles from East Windsor, NJ)
- 9 days ago
- Trenton, NJ (13 miles from East Windsor, NJ)
- 9 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (23 miles from East Windsor, NJ)
- 9 days ago
- Scotch Plains, NJ (23 miles from East Windsor, NJ)
- 9 days ago
management business development techniques, products, services and overall industry....
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (9 miles from East Windsor, NJ)
- 10 days ago
- Lawrence, NJ (9 miles from East Windsor, NJ)
- 10 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
- Bedminster, NJ (24 miles from East Windsor, NJ)
- 10 days ago
- Bedminster, NJ (24 miles from East Windsor, NJ)
- 10 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....
Demographic Data for East Windsor, NJ
Moving to East Windsor, NJ? Find some basic demographic data about East Windsor, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Windsor, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Windsor, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Employee Development
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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