Personal Banker Jobs in Perth Amboy, 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 Fast Track to Management ( Hybrid )
- New York Life
- Edison, NJ (6 miles from Perth Amboy, NJ)
- 1 day ago
- New York Life
- Edison, NJ (6 miles from Perth Amboy, NJ)
- 1 day ago
New York Life is currently seeking a Personal Financial Advisor in Edison, NJ 08817. The primary responsibilities of this role include creating personalized financial plans, providing expert...
Financial Advisor - Career Change Opportunity
- Upper Montclair, NJ (22 miles from Perth Amboy, NJ)
- 2 days ago
- Upper Montclair, NJ (22 miles from Perth Amboy, NJ)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Shrewsbury - Full-time
- Shrewsbury, NJ (17 miles from Perth Amboy, NJ)
- 10 hours ago
- Shrewsbury, NJ (17 miles from Perth Amboy, NJ)
- 10 hours ago
office conditions in a retail-banking establishment....
Personal Banker SAFE Act - Manhattan Square Area - On-Site
- New York, NY (21 miles from Perth Amboy, NJ)
- 11 hours ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 11 hours 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....
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Senior Personal Banker - New Brunswick - Full-time
- North Brunswick, NJ (12 miles from Perth Amboy, NJ)
- 13 hours ago
- North Brunswick, NJ (12 miles from Perth Amboy, NJ)
- 13 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - Somerville - Full-time
- Somerville, NJ (20 miles from Perth Amboy, NJ)
- 13 hours ago
- Somerville, NJ (20 miles from Perth Amboy, NJ)
- 13 hours ago
office conditions in a retail-banking establishment....
Personal Banker - Bridgewater - Full-time
- Bridgewater, NJ (18 miles from Perth Amboy, NJ)
- 13 hours ago
- Bridgewater, NJ (18 miles from Perth Amboy, NJ)
- 13 hours ago
office conditions in a retail-banking establishment....
Merrill Market Client Relationship Manager
- New York, NY (21 miles from Perth Amboy, NJ)
- 1 day ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 1 day ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
Private Client Banker - Berkeley Heights, NJ - Middlesex Somerset Market
- Berkeley Heights, NJ (13 miles from Perth Amboy, NJ)
- 1 day ago
- Berkeley Heights, NJ (13 miles from Perth Amboy, 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...
- Holmdel, NJ (11 miles from Perth Amboy, NJ)
- 1 day ago
- Holmdel, NJ (11 miles from Perth Amboy, 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....
- Belleville, NJ (19 miles from Perth Amboy, NJ)
- 1 day ago
- Belleville, NJ (19 miles from Perth Amboy, 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....
- Middletown, NJ (12 miles from Perth Amboy, NJ)
- 2 days ago
- Middletown, NJ (12 miles from Perth Amboy, 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....
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 days ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 days ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 days ago
Prudential is now powered by LPL's industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition...
- Bridgewater, NJ (18 miles from Perth Amboy, NJ)
- 2 days ago
- Bridgewater, NJ (18 miles from Perth Amboy, NJ)
- 2 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
Demographic Data for Perth Amboy, NJ
Moving to Perth Amboy, NJ? Find some basic demographic data about Perth Amboy, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Perth Amboy, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Perth Amboy, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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