Personal Banker Jobs in Allamuchy, 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.
- Budd Lake, NJ (4 miles from Allamuchy, NJ)
- 1 day ago
- Budd Lake, NJ (4 miles from Allamuchy, NJ)
- 1 day ago
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Budd Lake, NJ....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (21 miles from Allamuchy, NJ)
- 4 days ago
- Newfoundland, NJ (21 miles from Allamuchy, NJ)
- 4 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker- Spanish Speaking
- Bridgewater, NJ (24 miles from Allamuchy, NJ)
- 4 days ago
- Bridgewater, NJ (24 miles from Allamuchy, NJ)
- 4 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...
- Florham Park, NJ (23 miles from Allamuchy, NJ)
- 7 days ago
- Florham Park, NJ (23 miles from Allamuchy, NJ)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (24 miles from Allamuchy, NJ)
- 7 days ago
- Somerville, NJ (24 miles from Allamuchy, NJ)
- 7 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...
Financial Advisor - Career Change Opportunity
- Florham Park, NJ (23 miles from Allamuchy, NJ)
- 8 days ago
- Florham Park, NJ (23 miles from Allamuchy, NJ)
- 8 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Morristown, NJ (19 miles from Allamuchy, NJ)
- 13 days ago
- Morristown, NJ (19 miles from Allamuchy, NJ)
- 13 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....
Client Relationship Manager - Insurance - New Jersey
- Whitehouse Station, NJ (21 miles from Allamuchy, NJ)
- 17 days ago
- Whitehouse Station, NJ (21 miles from Allamuchy, NJ)
- 17 days ago
Client Relationship Manager** **Overview** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of...
Personal Banker (Part Time): Mount Bethel
- Mount Bethel, PA (15 miles from Allamuchy, NJ)
- 17 days ago
- Mount Bethel, PA (15 miles from Allamuchy, NJ)
- 17 days ago
Job Details Job Location Mount Bethel, PA Position Type Part Time Travel Percentage None Job Category Banking Description Who We Are: Founded in 1902, Fidelity Bank has grown to meet the expanding...
Lyric HCM Client Service Consultant III
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 17 days ago
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 17 days ago
ADP is hiring a **NAS HCM Consultant III.** + Are you interested in joining a dynamic business supporting our largest clients? + Are you ready to be part of a team offering advancement...
Private Client Banker - Franklin Park Branch - NJ Princeton Market
- Franklin, NJ (17 miles from Allamuchy, NJ)
- 17 days ago
- Franklin, NJ (17 miles from Allamuchy, NJ)
- 17 days ago
Private Client Banker - Franklin Park Branch - NJ Princeton Market 3.9 3.9 out of 5 stars 3333 Sr 27, Franklin Park, NJ 08823 You have a passion for taking care of our customers and employees and...
- Chester, NJ (11 miles from Allamuchy, NJ)
- 18 days ago
- Chester, NJ (11 miles from Allamuchy, NJ)
- 18 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....
Lyric HCM Client Service Consultant II
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 18 days ago
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 18 days ago
ADP is hiring a **Client Service Consultant.** + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + _Do you want to join a company with...
Personal Banker - Milton / Oak Ridge - Full-time
- Oak Ridge, NJ (17 miles from Allamuchy, NJ)
- 26 days ago
- Oak Ridge, NJ (17 miles from Allamuchy, NJ)
- 26 days ago
office conditions in a retail-banking establishment....
Roving Personal Banker North West District
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 27 days ago
- Parsippany, NJ (21 miles from Allamuchy, NJ)
- 27 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 Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Allamuchy, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Allamuchy, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- 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 »