Personal Banker Jobs in Lakewood, 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.
- Belmar, NJ (12 miles from Lakewood, NJ)
- 2 days ago
- Belmar, NJ (12 miles from Lakewood, NJ)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker Rover Southwest District
- Barnegat, NJ (19 miles from Lakewood, NJ)
- 2 days ago
- Barnegat, NJ (19 miles from Lakewood, NJ)
- 2 days 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....
Personal Banker - Freehold - Full-Time
- Freehold, NJ (11 miles from Lakewood, NJ)
- 2 days ago
- Freehold, NJ (11 miles from Lakewood, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
- Spotswood, NJ (24 miles from Lakewood, NJ)
- 4 days ago
- Spotswood, NJ (24 miles from Lakewood, NJ)
- 4 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....
- Manalapan, NJ (16 miles from Lakewood, NJ)
- 6 days ago
- Manalapan, NJ (16 miles from Lakewood, NJ)
- 6 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....
- Howell, NJ (5 miles from Lakewood, NJ)
- 9 days ago
- Howell, NJ (5 miles from Lakewood, NJ)
- 9 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 - Hazlet NJ
- Hazlet, NJ (24 miles from Lakewood, NJ)
- 12 days ago
- Hazlet, NJ (24 miles from Lakewood, NJ)
- 12 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...
Senior Personal Banker - Hazlet - Full-time
- Hazlet, NJ (24 miles from Lakewood, NJ)
- 14 days ago
- Hazlet, NJ (24 miles from Lakewood, NJ)
- 14 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - Monmouth Ocean Market, NJ
- Manasquan, NJ (7 miles from Lakewood, NJ)
- 16 days ago
- Manasquan, NJ (7 miles from Lakewood, NJ)
- 16 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 - Spotswood - Full-time
- Spotswood, NJ (24 miles from Lakewood, NJ)
- 17 days ago
- Spotswood, NJ (24 miles from Lakewood, NJ)
- 17 days ago
office conditions in a retail-banking establishment....
Personal Banker (Float) - Coastal Region / Toms River East - Full-time
- Toms River, NJ (6 miles from Lakewood, NJ)
- 23 days ago
- Toms River, NJ (6 miles from Lakewood, NJ)
- 23 days ago
office conditions in a retail-banking establishment....
Financial Advisor - Centralized, Freehold, NJ
- Freehold, NJ (11 miles from Lakewood, NJ)
- 25 days ago
- Freehold, NJ (11 miles from Lakewood, NJ)
- 25 days ago
Financial Advisor - Centralized, Freehold, NJCountry: United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making...
Entry Level Financial Advisor (Wall, NJ Office Location)
- Freehold, NJ (11 miles from Lakewood, NJ)
- 25 days ago
- Freehold, NJ (11 miles from Lakewood, NJ)
- 25 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Senior Personal Banker (Float) - Coastal Region - Full-time
- Freehold, NJ (11 miles from Lakewood, NJ)
- 26 days ago
- Freehold, NJ (11 miles from Lakewood, NJ)
- 26 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role,...
Demographic Data for Lakewood, NJ
Moving to Lakewood, NJ? Find some basic demographic data about Lakewood, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakewood, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakewood, 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
- 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
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