Personal Banker Jobs in New Jersey
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
- Florham Park, NJ
- 3 days ago
- Florham Park, NJ
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
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...
Full Job DescriptionAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...
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in sales capacity, preferably in a retail banking environment. + Valid NMLS Registration required....
Full Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused...
Back Personal Banker #25-445 Jefferson Twp, New Jersey, United States Apply Apply for this job now!...
management business development techniques, products, services and overall industry....
About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income,...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Rockaway, NJ....
OceanFirst Bank is seeking a new Personal Banker at our Maple Shade, NJ branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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...
Responsibilities include, but are not limited to: Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently....
Demographic Data for New Jersey
Moving to New Jersey? Find some basic demographic data about New Jersey below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Jersey
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Jersey 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- 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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