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.
Senior Personal Banker - Milltown - Full-time
- Milltown, NJ (8 miles from South Plainfield, NJ)
- 10 hours ago
- Milltown, NJ (8 miles from South Plainfield, NJ)
- 10 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- East Brunswick, NJ (9 miles from South Plainfield, NJ)
- 1 day ago
- East Brunswick, NJ (9 miles from South Plainfield, NJ)
- 1 day ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Basking Ridge, NJ (10 miles from South Plainfield, NJ)
- 1 day ago
- Basking Ridge, NJ (10 miles from South Plainfield, NJ)
- 1 day ago
Financial Advisor at Prudential Financial Financial Advisor at Prudential Financial in Basking Ridge, New Jersey Posted in Other 12 days ago. Type: full-time Job Description: Explore a career as a...
Financial Advisor - Entry Level
- Secaucus, NJ (23 miles from South Plainfield, NJ)
- 1 day ago
- Secaucus, NJ (23 miles from South Plainfield, NJ)
- 1 day ago
Financial Advisor - Entry Level at Equitable Advisors Financial Advisor - Entry Level at Equitable Advisors in Secaucus, New Jersey Posted in Other 14 days ago. Type: full-time Job Description:...
Private Client Financial Advisor - Canal Street, Manhattan
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 1 day ago
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Personal Banker Supervisor - Summit, NJ
- Summit, NJ (10 miles from South Plainfield, NJ)
- 2 days ago
- Summit, NJ (10 miles from South Plainfield, NJ)
- 2 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Summit, NJ (10 miles from South Plainfield, NJ)
- 2 days ago
- Summit, NJ (10 miles from South Plainfield, NJ)
- 2 days ago
The Personal Banker will work with the branch team and partners to attain the branch strategic goals....
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 3 days ago
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 3 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
- Brooklyn, NY (24 miles from South Plainfield, NJ)
- 3 days ago
- Brooklyn, NY (24 miles from South Plainfield, 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....
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Weehawken, NJ (24 miles from South Plainfield, NJ)
- 3 days ago
- Weehawken, NJ (24 miles from South Plainfield, NJ)
- 3 days ago
Ready to take your career to the next level? As a Financial Advisor on the Annuity Team in the Wealth Advice Center (WAC), you will help clients plan for long-term financial security by providing...
Financial Advisor - PNC Investments
- Summit, NJ (10 miles from South Plainfield, NJ)
- 3 days ago
- Summit, NJ (10 miles from South Plainfield, NJ)
- 3 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...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Weehawken, NJ (24 miles from South Plainfield, NJ)
- 3 days ago
- Weehawken, NJ (24 miles from South Plainfield, NJ)
- 3 days ago
Ready to take your career to the next level? As a Financial Advisor on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex process of...
- Bloomfield, NJ (20 miles from South Plainfield, NJ)
- 4 days ago
- Bloomfield, NJ (20 miles from South Plainfield, 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 - Spotswood Summerhill Road - East Brunswick, NJ
- East Brunswick, NJ (9 miles from South Plainfield, NJ)
- 4 days ago
- East Brunswick, NJ (9 miles from South Plainfield, NJ)
- 4 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...
Bilingual Spanish Personal Banker
- Passaic, NJ (24 miles from South Plainfield, NJ)
- 4 days ago
- Passaic, NJ (24 miles from South Plainfield, NJ)
- 4 days ago
As a Bilingual Spanish Personal Banker, you will strengthen customer relationships with a defined sales process....
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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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