Personal Banker Jobs in Kinnelon, 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.
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (14 miles from Kinnelon, NJ)
- 6 hours ago
- Ridgewood, NJ (14 miles from Kinnelon, NJ)
- 6 hours ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
- Roxbury Township, NJ (19 miles from Kinnelon, NJ)
- 7 hours ago
- Roxbury Township, NJ (19 miles from Kinnelon, NJ)
- 7 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker - West Orange - Full-time
- West Orange, NJ (14 miles from Kinnelon, NJ)
- 11 hours ago
- West Orange, NJ (14 miles from Kinnelon, NJ)
- 11 hours ago
office conditions in a retail-banking establishment....
- Paterson, NJ (12 miles from Kinnelon, NJ)
- 1 day ago
- Paterson, NJ (12 miles from Kinnelon, NJ)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (16 miles from Kinnelon, NJ)
- 2 days ago
- Paramus, NJ (16 miles from Kinnelon, 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...
- Nutley, NJ (16 miles from Kinnelon, NJ)
- 2 days ago
- Nutley, NJ (16 miles from Kinnelon, NJ)
- 2 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....
- Totowa, NJ (11 miles from Kinnelon, NJ)
- 3 days ago
- Totowa, NJ (11 miles from Kinnelon, 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....
- South Orange, NJ (17 miles from Kinnelon, NJ)
- 5 days ago
- South Orange, NJ (17 miles from Kinnelon, NJ)
- 5 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....
- Waldwick, NJ (13 miles from Kinnelon, NJ)
- 5 days ago
- Waldwick, NJ (13 miles from Kinnelon, NJ)
- 5 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....
- Maplewood, NJ (18 miles from Kinnelon, NJ)
- 5 days ago
- Maplewood, NJ (18 miles from Kinnelon, NJ)
- 5 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....
- Montvale, NJ (18 miles from Kinnelon, NJ)
- 5 days ago
- Montvale, NJ (18 miles from Kinnelon, NJ)
- 5 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....
- Maywood, NJ (17 miles from Kinnelon, NJ)
- 6 days ago
- Maywood, NJ (17 miles from Kinnelon, NJ)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker Sparta and Newton Branches
- Sparta, NJ (12 miles from Kinnelon, NJ)
- 8 days ago
- Sparta, NJ (12 miles from Kinnelon, NJ)
- 8 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....
- Chester, NJ (21 miles from Kinnelon, NJ)
- 9 days ago
- Chester, NJ (21 miles from Kinnelon, NJ)
- 9 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....
- Fairfield, NJ (8 miles from Kinnelon, NJ)
- 9 days ago
- Fairfield, NJ (8 miles from Kinnelon, NJ)
- 9 days ago
VP/Financial Advisor Job Locations US-NJ Job ID 2025-2775 # of Openings 1 Type Full-Time Category Retail Banking Overview The VP, Financial Advisor (FA) will provide sound financial advice to clients...
Demographic Data for Kinnelon, NJ
Moving to Kinnelon, NJ? Find some basic demographic data about Kinnelon, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kinnelon, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kinnelon, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »