Personal Banker Jobs in Avenel, 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 Financial Representative-NY
- New York, NY (18 miles from Avenel, NJ)
- 4 hours ago
- New York, NY (18 miles from Avenel, NJ)
- 4 hours ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Borough Park/Brooklyn, NY
- New York, NY (18 miles from Avenel, NJ)
- 12 hours ago
- New York, NY (18 miles from Avenel, NJ)
- 12 hours ago
management business development techniques, products, services and overall industry....
- New York, NY (18 miles from Avenel, NJ)
- 17 hours ago
- New York, NY (18 miles from Avenel, NJ)
- 17 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....
Personal Banker SAFE Act - Brooklyn East Area
- New York, NY (18 miles from Avenel, NJ)
- 1 day ago
- New York, NY (18 miles from Avenel, NJ)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Associate I (Okeechobee Blvd in West Palm Beach) - DeNovo
- New York, NY (18 miles from Avenel, NJ)
- 2 days ago
- New York, NY (18 miles from Avenel, NJ)
- 2 days ago
Banker job family....
- Forest Hills, NY (24 miles from Avenel, NJ)
- 2 days ago
- Forest Hills, NY (24 miles from Avenel, NJ)
- 2 days ago
Banker job family....
- New Brunswick, NJ (11 miles from Avenel, NJ)
- 2 days ago
- New Brunswick, NJ (11 miles from Avenel, NJ)
- 2 days ago
As a branch banker within PNC's retail banking organization, you will be based in New Brunswick, NJ....
- Lyndhurst, NJ (16 miles from Avenel, NJ)
- 2 days ago
- Lyndhurst, NJ (16 miles from Avenel, NJ)
- 2 days 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...
- Hoboken, NJ (16 miles from Avenel, NJ)
- 3 days ago
- Hoboken, NJ (16 miles from Avenel, 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...
Personal Banker Bilingual (SPANISH) Morristown
- Morristown, NJ (17 miles from Avenel, NJ)
- 3 days ago
- Morristown, NJ (17 miles from Avenel, 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....
Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth
- New York, NY (18 miles from Avenel, NJ)
- 3 days ago
- New York, NY (18 miles from Avenel, NJ)
- 3 days ago
Basic information Job Name: Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth Location: Remote Line of Business: Investor Relations Job Function:...
Personal Banker Oak Park South Plainfield Branch
- South Plainfield, NJ (7 miles from Avenel, NJ)
- 3 days ago
- South Plainfield, NJ (7 miles from Avenel, 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....
Private Client Banker - The Plaza - Teaneck, NJ
- Teaneck, NJ (24 miles from Avenel, NJ)
- 3 days ago
- Teaneck, NJ (24 miles from Avenel, NJ)
- 3 days ago
JobID: 210626747 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T16:18:48+00:00 JobShift: Base Pay/Salary: Teaneck,NJ $25.00-$32.69 You have a passion for taking...
- West Caldwell, NJ (18 miles from Avenel, NJ)
- 3 days ago
- West Caldwell, NJ (18 miles from Avenel, 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....
- New York, NY (18 miles from Avenel, NJ)
- 4 days ago
- New York, NY (18 miles from Avenel, NJ)
- 4 days ago
We're seeking an experienced and relationship-driven Client Relationship Manager to join our team. As a key member of our client services department, you'll be responsible for building and...
Demographic Data for Avenel, NJ
Moving to Avenel, NJ? Find some basic demographic data about Avenel, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Avenel, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Avenel, 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
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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