Personal Banker Jobs in Paramus, 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.
- Greenwich, CT (24 miles from Paramus, NJ)
- 10 hours ago
- Greenwich, CT (24 miles from Paramus, NJ)
- 10 hours 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....
Retail Personal Banker I - Overlook FC
- New York, NY (13 miles from Paramus, NJ)
- 17 hours ago
- New York, NY (13 miles from Paramus, NJ)
- 17 hours ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Financial Advisor Associate - Midtown, NY
- New York, NY (13 miles from Paramus, NJ)
- 19 hours ago
- New York, NY (13 miles from Paramus, NJ)
- 19 hours ago
Management to develop new investment solutions in response to client demands and industry trends Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening...
Personal Banker Fort Lee Lemoine Branch
- Fort Lee, NJ (8 miles from Paramus, NJ)
- 19 hours ago
- Fort Lee, NJ (8 miles from Paramus, NJ)
- 19 hours 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....
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- Fresh Meadows, NY (20 miles from Paramus, NJ)
- 20 hours ago
- Fresh Meadows, NY (20 miles from Paramus, NJ)
- 20 hours ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Glasshouse - New York, NY
- New York, NY (13 miles from Paramus, NJ)
- 20 hours ago
- New York, NY (13 miles from Paramus, NJ)
- 20 hours ago
JobID: 210620372 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-28T17:27:26+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Livingston, NJ (17 miles from Paramus, NJ)
- 1 day ago
- Livingston, NJ (17 miles from Paramus, NJ)
- 1 day ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Wood Ridge, NJ (6 miles from Paramus, NJ)
- 1 day ago
- Wood Ridge, NJ (6 miles from Paramus, 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....
Personal Banker SAFE Act - Staten Island Area
- New York, NY (13 miles from Paramus, NJ)
- 1 day ago
- New York, NY (13 miles from Paramus, NJ)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Health Solutions Client Relationship Manager
- New York, NY (13 miles from Paramus, NJ)
- 1 day ago
- New York, NY (13 miles from Paramus, NJ)
- 1 day ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Hoboken, NJ (13 miles from Paramus, NJ)
- 2 days ago
- Hoboken, NJ (13 miles from Paramus, NJ)
- 2 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...
Personal Banker Lower Manhattan
- New York, NY (13 miles from Paramus, NJ)
- 2 days ago
- New York, NY (13 miles from Paramus, 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....
- Parsippany, NJ (18 miles from Paramus, NJ)
- 3 days ago
- Parsippany, NJ (18 miles from Paramus, NJ)
- 3 days ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Personal Banker - Somers Branch
- New York, NY (13 miles from Paramus, NJ)
- 3 days ago
- New York, NY (13 miles from Paramus, NJ)
- 3 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Financial Advisor - Centralized, Staten Island, NY
- New York, NY (13 miles from Paramus, NJ)
- 3 days ago
- New York, NY (13 miles from Paramus, NJ)
- 3 days ago
Apply Req ID: Req1445895 Date posted 04/25/2025 Financial Advisor - Centralized, Staten Island, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and...
Demographic Data for Paramus, NJ
Moving to Paramus, NJ? Find some basic demographic data about Paramus, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Paramus, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Paramus, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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