Personal Banker Jobs in Annandale, 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.
Personal Banker Hopewell Branch
- Pennington, NJ (21 miles from Annandale, NJ)
- 4 hours ago
- Pennington, NJ (21 miles from Annandale, NJ)
- 4 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....
- Budd Lake, NJ (18 miles from Annandale, NJ)
- 4 hours ago
- Budd Lake, NJ (18 miles from Annandale, NJ)
- 4 hours ago
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Budd Lake, NJ....
- Kingston, NJ (22 miles from Annandale, NJ)
- 12 hours ago
- Kingston, NJ (22 miles from Annandale, NJ)
- 12 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Personal Banker- Spanish Speaking
- Bridgewater, NJ (14 miles from Annandale, NJ)
- 3 days ago
- Bridgewater, NJ (14 miles from Annandale, 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...
Entry Level Client Relationship Manager
- Princeton, NJ (21 miles from Annandale, NJ)
- 5 days ago
- Princeton, NJ (21 miles from Annandale, NJ)
- 5 days ago
ENTRY LEVEL CLIENT RELATIONSHIP MANAGER JOB FUNCTION: Administrative Support JOB TYPE: Temp to Hire LOCATION: Princeton, NJ COMPENSATION: $20/hr REMOTE / ONSITE: Hybrid POSTED: Jun 24, 2025 ABOUT...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (12 miles from Annandale, NJ)
- 6 days ago
- Somerville, NJ (12 miles from Annandale, NJ)
- 6 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...
Private Client Banker - Berkeley Heights Branch - NJ Middlesex Somerset Market
- Berkeley Heights, NJ (24 miles from Annandale, NJ)
- 6 days ago
- Berkeley Heights, NJ (24 miles from Annandale, NJ)
- 6 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...
- Morristown, NJ (23 miles from Annandale, NJ)
- 11 days ago
- Morristown, NJ (23 miles from Annandale, NJ)
- 11 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 (6 miles from Annandale, NJ)
- 15 days ago
- Whitehouse Station, NJ (6 miles from Annandale, NJ)
- 15 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 (21 miles from Annandale, NJ)
- 15 days ago
- Mount Bethel, PA (21 miles from Annandale, NJ)
- 15 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...
- Piscataway, NJ (23 miles from Annandale, NJ)
- 17 days ago
- Piscataway, NJ (23 miles from Annandale, NJ)
- 17 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....
- Chester, NJ (15 miles from Annandale, NJ)
- 17 days ago
- Chester, NJ (15 miles from Annandale, NJ)
- 17 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 - Franklin Park Branch - NJ Princeton Market
- Franklin Park, NJ (21 miles from Annandale, NJ)
- 18 days ago
- Franklin Park, NJ (21 miles from Annandale, NJ)
- 18 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...
Personal Banker - Hillsborough - Full-Time
- Hillsborough, NJ (14 miles from Annandale, NJ)
- 18 days ago
- Hillsborough, NJ (14 miles from Annandale, NJ)
- 18 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Piscataway (Full-time)
- Piscataway, NJ (23 miles from Annandale, NJ)
- 26 days ago
- Piscataway, NJ (23 miles from Annandale, NJ)
- 26 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Annandale, NJ
Moving to Annandale, NJ? Find some basic demographic data about Annandale, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Annandale, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Annandale, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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