Personal Banker Jobs in Green Brook, 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.
Senior Personal Banker - Milltown - Full-time
- Milltown, NJ (10 miles from Green Brook, NJ)
- 5 hours ago
- Milltown, NJ (10 miles from Green Brook, NJ)
- 5 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- East Brunswick, NJ (11 miles from Green Brook, NJ)
- 1 day ago
- East Brunswick, NJ (11 miles from Green Brook, NJ)
- 1 day ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Basking Ridge, NJ (6 miles from Green Brook, NJ)
- 1 day ago
- Basking Ridge, NJ (6 miles from Green Brook, 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...
Private Client Financial Advisor - Canal Street, Manhattan
- Perth Amboy, NJ (12 miles from Green Brook, NJ)
- 1 day ago
- Perth Amboy, NJ (12 miles from Green Brook, 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...
Personal Banker Supervisor - Summit, NJ
- Summit, NJ (10 miles from Green Brook, NJ)
- 2 days ago
- Summit, NJ (10 miles from Green Brook, NJ)
- 2 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Summit, NJ (10 miles from Green Brook, NJ)
- 2 days ago
- Summit, NJ (10 miles from Green Brook, NJ)
- 2 days ago
The Personal Banker will work with the branch team and partners to attain the branch strategic goals....
Financial Advisor - PNC Investments
- Summit, NJ (10 miles from Green Brook, NJ)
- 3 days ago
- Summit, NJ (10 miles from Green Brook, NJ)
- 3 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...
- Bloomfield, NJ (21 miles from Green Brook, NJ)
- 4 days ago
- Bloomfield, NJ (21 miles from Green Brook, NJ)
- 4 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 Banker - Spotswood Summerhill Road - East Brunswick, NJ
- East Brunswick, NJ (11 miles from Green Brook, NJ)
- 4 days ago
- East Brunswick, NJ (11 miles from Green Brook, NJ)
- 4 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...
Financial Advisor-Springfield, NJ area
- Bernardsville, NJ (10 miles from Green Brook, NJ)
- 4 days ago
- Bernardsville, NJ (10 miles from Green Brook, NJ)
- 4 days ago
Work Location: Bernardsville, New Jersey, 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...
- Bloomfield, NJ (21 miles from Green Brook, NJ)
- 4 days ago
- Bloomfield, NJ (21 miles from Green Brook, NJ)
- 4 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....
- Plainsboro, NJ (18 miles from Green Brook, NJ)
- 4 days ago
- Plainsboro, NJ (18 miles from Green Brook, NJ)
- 4 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....
Private Client Banker - Montclair, NJ
- Montclair, NJ (20 miles from Green Brook, NJ)
- 4 days ago
- Montclair, NJ (20 miles from Green Brook, NJ)
- 4 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...
Personal Banker - Convent Station / Morristown - Full-Time
- Morristown, NJ (12 miles from Green Brook, NJ)
- 5 days ago
- Morristown, NJ (12 miles from Green Brook, NJ)
- 5 days ago
office conditions in a retail-banking establishment....
- South Amboy, NJ (14 miles from Green Brook, NJ)
- 5 days ago
- South Amboy, NJ (14 miles from Green Brook, 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....
Demographic Data for Green Brook, NJ
Moving to Green Brook, NJ? Find some basic demographic data about Green Brook, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Green Brook, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Green Brook, 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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