Personal Banker Jobs in Holmdel, 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.
Roving Personal Banker Bilingual Spanish Hudson County District
- Bayonne, NJ (20 miles from Holmdel, NJ)
- 1 day ago
- Bayonne, NJ (20 miles from Holmdel, 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....
- Brooklyn, NY (18 miles from Holmdel, NJ)
- 1 day ago
- Brooklyn, NY (18 miles from Holmdel, 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....
Private Client Banker - Spotswood Summerhill Road - East Brunswick, NJ
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 2 days ago
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 2 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...
- Manalapan, NJ (12 miles from Holmdel, NJ)
- 2 days ago
- Manalapan, NJ (12 miles from Holmdel, NJ)
- 2 days ago
Financial Advisor Fidelity Investments Yorketown, United States Posted 18 hours ago Permanent Competitive Financial Advisor Fidelity Investments Yorketown, United States Financial Advisor Job...
Financial Advisor-Springfield, NJ area
- Springfield, NJ (23 miles from Holmdel, NJ)
- 2 days ago
- Springfield, NJ (23 miles from Holmdel, NJ)
- 2 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...
- Plainsboro, NJ (21 miles from Holmdel, NJ)
- 2 days ago
- Plainsboro, NJ (21 miles from Holmdel, NJ)
- 2 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....
Personal Banker - Freehold - Full-Time
- Freehold, NJ (11 miles from Holmdel, NJ)
- 3 days ago
- Freehold, NJ (11 miles from Holmdel, NJ)
- 3 days ago
office conditions in a retail-banking establishment....
Personal Banker - Jackson - Full-Time
- Jackson, NJ (21 miles from Holmdel, NJ)
- 3 days ago
- Jackson, NJ (21 miles from Holmdel, NJ)
- 3 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Manasquan - Full-time
- Manasquan, NJ (18 miles from Holmdel, NJ)
- 3 days ago
- Manasquan, NJ (18 miles from Holmdel, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Financial Advisor- New York City, NY
- New York City, NY (24 miles from Holmdel, NJ)
- 3 days ago
- New York City, NY (24 miles from Holmdel, NJ)
- 3 days ago
Work Location: New York, 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...
- South Amboy, NJ (8 miles from Holmdel, NJ)
- 3 days ago
- South Amboy, NJ (8 miles from Holmdel, 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....
Roving Personal Banker - Raritan Valley District
- Scotch Plains, NJ (20 miles from Holmdel, NJ)
- 6 days ago
- Scotch Plains, NJ (20 miles from Holmdel, NJ)
- 6 days ago
Wells Fargo Roving Personal Banker - Raritan Valley District in SCOTCH PLAINS , New Jersey Why Wells Fargo: Are you looking for more? Find it here....
Client Relationship Manager - New Jersey
- Jersey City, NJ (24 miles from Holmdel, NJ)
- 6 days ago
- Jersey City, NJ (24 miles from Holmdel, NJ)
- 6 days 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...
Private Client Banker - East Windsor, NJ
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 6 days ago
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 6 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...
Private Client Financial Advisor - Canal Street, Manhattan
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 7 days ago
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 7 days 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...
Demographic Data for Holmdel, NJ
Moving to Holmdel, NJ? Find some basic demographic data about Holmdel, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holmdel, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holmdel, 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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