Personal Banker Jobs in Beach Haven, 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.
Financial Advisor Opportunities for Licensed Professionals
- Toms River, NJ (24 miles from Beach Haven, NJ)
- 11 days ago
- Toms River, NJ (24 miles from Beach Haven, NJ)
- 11 days ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
Financial Advisor-Southern Ocean County, NJ
- Forked River, NJ (15 miles from Beach Haven, NJ)
- 13 days ago
- Forked River, NJ (15 miles from Beach Haven, NJ)
- 13 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker Rover Southern Monmouth
- Berkeley, NJ (22 miles from Beach Haven, NJ)
- 15 days ago
- Berkeley, NJ (22 miles from Beach Haven, NJ)
- 15 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....
Health Solutions Client Relationship Manager
- Atlantic City, NJ (22 miles from Beach Haven, NJ)
- 20 days ago
- Atlantic City, NJ (22 miles from Beach Haven, NJ)
- 20 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Atlantic City, NJ (22 miles from Beach Haven, NJ)
- 30+ days ago
- Atlantic City, NJ (22 miles from Beach Haven, NJ)
- 30+ days ago
As a Personal Banker within PNC's Retail ] organization, you will be based in Atlantic City, New Jersey....
Financial Advisor-Forked River, NJ
- Forked River, NJ (15 miles from Beach Haven, NJ)
- 90+ days ago
- Forked River, NJ (15 miles from Beach Haven, NJ)
- 90+ days ago
management business development techniques, products, services and overall industry....
- Manahawkin, NJ (5 miles from Beach Haven, NJ)
- 90+ days ago
- Manahawkin, NJ (5 miles from Beach Haven, NJ)
- 90+ days ago
Calling on new and existing customers to sell required level of investments products and to cross sell retail banking products and services to meet annual goals within a specific territory of branch...
Demographic Data for Beach Haven, NJ
Moving to Beach Haven, NJ? Find some basic demographic data about Beach Haven, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beach Haven, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beach Haven, 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
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