Personal Banker Jobs in Morristown, 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.
- Paterson, NJ (18 miles from Morristown, NJ)
- 20 hours ago
- Paterson, NJ (18 miles from Morristown, NJ)
- 20 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (24 miles from Morristown, NJ)
- 1 day ago
- Paramus, NJ (24 miles from Morristown, NJ)
- 1 day 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 (17 miles from Morristown, NJ)
- 1 day ago
- Nutley, NJ (17 miles from Morristown, 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....
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (18 miles from Morristown, NJ)
- 1 day ago
- Woodbridge, NJ (18 miles from Morristown, NJ)
- 1 day ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Totowa, NJ (19 miles from Morristown, NJ)
- 2 days ago
- Totowa, NJ (19 miles from Morristown, 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....
- Woodbridge, NJ (18 miles from Morristown, NJ)
- 3 days ago
- Woodbridge, NJ (18 miles from Morristown, NJ)
- 3 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....
- Bridgewater, NJ (14 miles from Morristown, NJ)
- 3 days ago
- Bridgewater, NJ (14 miles from Morristown, NJ)
- 3 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- Maplewood, NJ (12 miles from Morristown, NJ)
- 4 days ago
- Maplewood, NJ (12 miles from Morristown, 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 - Staten Island, NY
- Staten Island, NY (23 miles from Morristown, NJ)
- 5 days ago
- Staten Island, NY (23 miles from Morristown, NJ)
- 5 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...
- Maywood, NJ (24 miles from Morristown, NJ)
- 5 days ago
- Maywood, NJ (24 miles from Morristown, NJ)
- 5 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 (19 miles from Morristown, NJ)
- 7 days ago
- Sparta, NJ (19 miles from Morristown, NJ)
- 7 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 (9 miles from Morristown, NJ)
- 8 days ago
- Chester, NJ (9 miles from Morristown, NJ)
- 8 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 (12 miles from Morristown, NJ)
- 8 days ago
- Fairfield, NJ (12 miles from Morristown, NJ)
- 8 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...
Senior Personal Banker - Kenilworth - Full-time
- Kenilworth, NJ (12 miles from Morristown, NJ)
- 8 days ago
- Kenilworth, NJ (12 miles from Morristown, NJ)
- 8 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Iselin - Full-time
- Iselin, NJ (17 miles from Morristown, NJ)
- 11 days ago
- Iselin, NJ (17 miles from Morristown, NJ)
- 11 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Morristown, NJ
Moving to Morristown, NJ? Find some basic demographic data about Morristown, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morristown, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morristown, 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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