Personal Banker Jobs in Edison, 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.
Roving Personal Banker for Brooklyn
- Brooklyn, NY (24 miles from Edison, NJ)
- 10 hours ago
- Brooklyn, NY (24 miles from Edison, NJ)
- 10 hours 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....
Financial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (24 miles from Edison, NJ)
- 23 hours ago
- Brooklyn, NY (24 miles from Edison, NJ)
- 23 hours ago
management business development techniques, products, services and overall industry....
- Mountainside, NJ (11 miles from Edison, NJ)
- 1 day ago
- Mountainside, NJ (11 miles from Edison, 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...
Client Relationship Manager (Fund Administration)
- Jersey City, NJ (22 miles from Edison, NJ)
- 1 day ago
- Jersey City, NJ (22 miles from Edison, NJ)
- 1 day ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Merrill Market Client Relationship Manager
- Florham Park, NJ (17 miles from Edison, NJ)
- 1 day ago
- Florham Park, NJ (17 miles from Edison, NJ)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Roving Personal Banker Hudson County District
- Kearny, NJ (21 miles from Edison, NJ)
- 1 day ago
- Kearny, NJ (21 miles from Edison, NJ)
- 1 day 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....
- South Plainfield, NJ (3 miles from Edison, NJ)
- 2 days ago
- South Plainfield, NJ (3 miles from Edison, NJ)
- 2 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....
Commercial Property Insurance Solutions - Client Relationship Manager
- Jersey City, NJ (22 miles from Edison, NJ)
- 2 days ago
- Jersey City, NJ (22 miles from Edison, NJ)
- 2 days ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Personal Banker Morristown, Parsippany and Boonton Branches
- Parsippany, NJ (23 miles from Edison, NJ)
- 2 days ago
- Parsippany, NJ (23 miles from Edison, 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....
- Newark, NJ (19 miles from Edison, NJ)
- 3 days ago
- Newark, NJ (19 miles from Edison, NJ)
- 3 days ago
As a Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in Newark, NJ....
Personal Banker- Livingston Circle
- Livingston, NJ (18 miles from Edison, NJ)
- 3 days ago
- Livingston, NJ (18 miles from Edison, 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....
Financial Advisor - Shrewsbury, MA
- Little Silver, NJ (22 miles from Edison, NJ)
- 3 days ago
- Little Silver, NJ (22 miles from Edison, NJ)
- 3 days ago
management business development techniques, products, services and overall industry....
Personal Banker Metuchen Branch
- Metuchen, NJ (3 miles from Edison, NJ)
- 3 days ago
- Metuchen, NJ (3 miles from Edison, 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....
Financial Advisor-Springfield, NJ area
- Bernardsville, NJ (17 miles from Edison, NJ)
- 3 days ago
- Bernardsville, NJ (17 miles from Edison, NJ)
- 3 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Financial Advisor - New Jersey
- Kearny, NJ (21 miles from Edison, NJ)
- 5 days ago
- Kearny, NJ (21 miles from Edison, NJ)
- 5 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Demographic Data for Edison, NJ
Moving to Edison, NJ? Find some basic demographic data about Edison, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edison, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edison, 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
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »