Personal Banker Jobs in Bogota, 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.
Health Solutions Client Relationship Manager
- New York, NY (8 miles from Bogota, NJ)
- moments ago
- New York, NY (8 miles from Bogota, NJ)
- moments 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...
- Hoboken, NJ (9 miles from Bogota, NJ)
- 12 hours ago
- Hoboken, NJ (9 miles from Bogota, NJ)
- 12 hours 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 Upper Manhattan
- New York, NY (8 miles from Bogota, NJ)
- 12 hours ago
- New York, NY (8 miles from Bogota, NJ)
- 12 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 Lower Manhattan
- New York, NY (8 miles from Bogota, NJ)
- 12 hours ago
- New York, NY (8 miles from Bogota, NJ)
- 12 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....
- Parsippany, NJ (19 miles from Bogota, NJ)
- 1 day ago
- Parsippany, NJ (19 miles from Bogota, NJ)
- 1 day ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Financial Advisor Training Provided
- Garden City, NY (23 miles from Bogota, NJ)
- 1 day ago
- Garden City, NY (23 miles from Bogota, NJ)
- 1 day ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
Personal Banker - Somers Branch
- New York, NY (8 miles from Bogota, NJ)
- 1 day ago
- New York, NY (8 miles from Bogota, 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....
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (23 miles from Bogota, NJ)
- 1 day ago
- Scotch Plains, NJ (23 miles from Bogota, NJ)
- 1 day ago
management business development techniques, products, services and overall industry....
Financial Advisor - Centralized, Staten Island, NY
- New York, NY (8 miles from Bogota, NJ)
- 2 days ago
- New York, NY (8 miles from Bogota, NJ)
- 2 days ago
Apply Req ID: Req1445895 Date posted 04/25/2025 Financial Advisor - Centralized, Staten Island, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and...
- New York, NY (8 miles from Bogota, NJ)
- 2 days ago
- New York, NY (8 miles from Bogota, NJ)
- 2 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....
Personal Banker at Brooklyn Court
- Brooklyn, NY (12 miles from Bogota, NJ)
- 2 days ago
- Brooklyn, NY (12 miles from Bogota, NJ)
- 2 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....
Personal Banker at Park Slope 5th
- Brooklyn, NY (12 miles from Bogota, NJ)
- 2 days ago
- Brooklyn, NY (12 miles from Bogota, NJ)
- 2 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....
- Clifton, NJ (5 miles from Bogota, NJ)
- 2 days ago
- Clifton, NJ (5 miles from Bogota, 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...
- Linden, NJ (20 miles from Bogota, NJ)
- 2 days ago
- Linden, NJ (20 miles from Bogota, NJ)
- 2 days ago
Banker job family....
Roving Personal Banker Essex County District
- Union, NJ (17 miles from Bogota, NJ)
- 2 days ago
- Union, NJ (17 miles from Bogota, NJ)
- 2 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
Demographic Data for Bogota, NJ
Moving to Bogota, NJ? Find some basic demographic data about Bogota, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bogota, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bogota, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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