Personal Banker Jobs in South Plainfield, 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 - Career Change Opportunity
- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 6 hours ago
- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 6 hours 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...
- Bridgewater, NJ (10 miles from South Plainfield, NJ)
- 7 hours ago
- Bridgewater, NJ (10 miles from South Plainfield, NJ)
- 7 hours ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 15 hours ago
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 15 hours 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 Bilingual Spanish North Plainfield NJ
- North Plainfield, NJ (3 miles from South Plainfield, NJ)
- 15 hours ago
- North Plainfield, NJ (3 miles from South Plainfield, NJ)
- 15 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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- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 17 hours ago
- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 17 hours ago
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 crossroads, a...
Client Relationship Manager - Insurance
- Whitehouse Station, NJ (18 miles from South Plainfield, NJ)
- 1 day ago
- Whitehouse Station, NJ (18 miles from South Plainfield, NJ)
- 1 day ago
Client Relationship Manager** **About Cognizant** Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era....
HCM Client Service Consultant (HR/Payroll) Preferred Bilingual English/Spanish
- Parsippany, NJ (19 miles from South Plainfield, NJ)
- 2 days ago
- Parsippany, NJ (19 miles from South Plainfield, NJ)
- 2 days ago
264232 Date: 05/01/2025 Service HCM CLIENT SERVICE CONSULTANT (HR/PAYROLL) PREFERRED BILINGUAL ENGLISH/SPANISH Alpharetta, Georgia, United States , Description ADP is hiring a Client Service...
Roving Personal Banker- Northwest NJ District
- Parsippany, NJ (19 miles from South Plainfield, NJ)
- 2 days ago
- Parsippany, NJ (19 miles from South Plainfield, 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 SAFE Act - Montague Street Branch
- Brooklyn Heights, NY (23 miles from South Plainfield, NJ)
- 2 days ago
- Brooklyn Heights, NY (23 miles from South Plainfield, NJ)
- 2 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....
Client Relationship Manager - Insurance
- Whitehouse, NJ (17 miles from South Plainfield, NJ)
- 3 days ago
- Whitehouse, NJ (17 miles from South Plainfield, NJ)
- 3 days ago
Client Relationship Manager About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our...
Personal Banker SAFE Act - 18th Avenue Branch
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 3 days ago
- Brooklyn, NY (23 miles from South Plainfield, 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....
Associate Personal Banker Millburn
- Millburn, NJ (12 miles from South Plainfield, NJ)
- 3 days ago
- Millburn, NJ (12 miles from South Plainfield, 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....
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 3 days ago
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 3 days ago
to complete the company sponsored required FINRA licenses and registrations and enter PEP S table Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth...
Personal Banker - Wood-Ridge, NJ
- Basking Ridge, NJ (10 miles from South Plainfield, NJ)
- 3 days ago
- Basking Ridge, NJ (10 miles from South Plainfield, NJ)
- 3 days ago
Back Personal Banker #25-397 Wood-Ridge, New Jersey, United States Apply Apply for this job now!...
- Union, NJ (11 miles from South Plainfield, NJ)
- 3 days ago
- Union, NJ (11 miles from South Plainfield, NJ)
- 3 days ago
Financial Advisor Prudential Financial Easton, Pennsylvania, United States (On-site) Save Apply About the job About the Company Take your career to the next level at Prudential Advisors! Change...
Demographic Data for South Plainfield, NJ
Moving to South Plainfield, NJ? Find some basic demographic data about South Plainfield, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Plainfield, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Plainfield, 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
- 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
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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