Personal Banker Jobs in Bradley Beach, 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.
- Manasquan, NJ (6 miles from Bradley Beach, NJ)
- 3 days ago
- Manasquan, NJ (6 miles from Bradley Beach, NJ)
- 3 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Manasquan, New Jersey at the Manasquan Branch....
Personal Banker Northern Ocean District
- Toms River, NJ (16 miles from Bradley Beach, NJ)
- 8 days ago
- Toms River, NJ (16 miles from Bradley Beach, NJ)
- 8 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 Southern Monmouth District
- Wall Township, NJ (4 miles from Bradley Beach, NJ)
- 18 days ago
- Wall Township, NJ (4 miles from Bradley Beach, NJ)
- 18 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....
Roving Personal Banker Northern Monmouth NJ District
- Middletown, NJ (14 miles from Bradley Beach, NJ)
- 28 days ago
- Middletown, NJ (14 miles from Bradley Beach, NJ)
- 28 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....
Personal Banker - Oceanport, NJ
- Oceanport, NJ (7 miles from Bradley Beach, NJ)
- 29 days ago
- Oceanport, NJ (7 miles from Bradley Beach, NJ)
- 29 days ago
The Personal Banker will work with the branch team and partners to attain the branch strategic goals....
Senior Personal Banker - Shrewsbury - Full-time
- Shrewsbury, NJ (8 miles from Bradley Beach, NJ)
- 30+ days ago
- Shrewsbury, NJ (8 miles from Bradley Beach, NJ)
- 30+ days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
office conditions in a retail-banking establishment....
- Sea Bright, NJ (11 miles from Bradley Beach, NJ)
- 45+ days ago
- Sea Bright, NJ (11 miles from Bradley Beach, NJ)
- 45+ 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....
- Freehold, NJ (15 miles from Bradley Beach, NJ)
- 60+ days ago
- Freehold, NJ (15 miles from Bradley Beach, NJ)
- 60+ days ago
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects. Ideal locations are Mercer County, Middlesex County,...
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (19 miles from Bradley Beach, NJ)
- 60+ days ago
- Jackson, NJ (19 miles from Bradley Beach, NJ)
- 60+ 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...
Demographic Data for Bradley Beach, NJ
Moving to Bradley Beach, NJ? Find some basic demographic data about Bradley Beach, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bradley Beach, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bradley Beach, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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
- Business Development
- Retail
- 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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