Personal Banker Jobs in Basking Ridge, 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 Bilingual Spanish North Plainfield
- North Plainfield, NJ (8 miles from Basking Ridge, NJ)
- 17 hours ago
- North Plainfield, NJ (8 miles from Basking Ridge, 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....
- Randolph, NJ (11 miles from Basking Ridge, NJ)
- 2 days ago
- Randolph, NJ (11 miles from Basking Ridge, NJ)
- 2 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Private Client Banker- West Orange, NJ - NJ Passaic Essex Market
- West Orange, NJ (17 miles from Basking Ridge, NJ)
- 3 days ago
- West Orange, NJ (17 miles from Basking Ridge, NJ)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Succasunna, NJ (13 miles from Basking Ridge, NJ)
- 3 days ago
- Succasunna, NJ (13 miles from Basking Ridge, 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....
Financial Advisor-Union County/Springfield, NJ area
- Bernardsville, NJ (3 miles from Basking Ridge, NJ)
- 3 days ago
- Bernardsville, NJ (3 miles from Basking Ridge, NJ)
- 3 days ago
Work Location:** Bernardsville, New Jersey, United States of America **Hours:** 40 **Pay Details:** $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation...
- Roxbury Township, NJ (14 miles from Basking Ridge, NJ)
- 3 days ago
- Roxbury Township, NJ (14 miles from Basking Ridge, NJ)
- 3 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...
- Bloomfield, NJ (21 miles from Basking Ridge, NJ)
- 4 days ago
- Bloomfield, NJ (21 miles from Basking Ridge, NJ)
- 4 days ago
Banker job family....
Personal Banker Personal Banker
- Bedminster, NJ (6 miles from Basking Ridge, NJ)
- 6 days ago
- Bedminster, NJ (6 miles from Basking Ridge, NJ)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Bedminster, NJ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
- Madison, NJ (9 miles from Basking Ridge, NJ)
- 6 days ago
- Madison, NJ (9 miles from Basking Ridge, NJ)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Florham Park, NJ (10 miles from Basking Ridge, NJ)
- 6 days ago
- Florham Park, NJ (10 miles from Basking Ridge, NJ)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Florham Park, NJ Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
HCM Client Service Consultant II HCM Client Service Consultant II
- Parsippany, NJ (14 miles from Basking Ridge, NJ)
- 6 days ago
- Parsippany, NJ (14 miles from Basking Ridge, NJ)
- 6 days ago
HCM Client Service Consultant II ADP 4.4 ( ) Multiple Locations Why you should apply for a job to ADP : Ranked as one of the 4.4/5 in overall job satisfaction 4.5/5 in supportive management 91%...
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Princeton, NJ (21 miles from Basking Ridge, NJ)
- 7 days ago
- Princeton, NJ (21 miles from Basking Ridge, NJ)
- 7 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Princeton, NJ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Private Client Financial Advisor - Morristown, NJ
- Morristown, NJ (8 miles from Basking Ridge, NJ)
- 7 days ago
- Morristown, NJ (8 miles from Basking Ridge, NJ)
- 7 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Senior Personal Banker - Little Falls - Full-Time
- Little Falls, NJ (23 miles from Basking Ridge, NJ)
- 8 days ago
- Little Falls, NJ (23 miles from Basking Ridge, NJ)
- 8 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - Morris Plains, NJ - NJ Morris County Market
- Morris Plains, NJ (12 miles from Basking Ridge, NJ)
- 8 days ago
- Morris Plains, NJ (12 miles from Basking Ridge, NJ)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Basking Ridge, NJ
Moving to Basking Ridge, NJ? Find some basic demographic data about Basking Ridge, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Basking Ridge, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Basking Ridge, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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