Personal Banker Jobs in Branchburg, 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.
- Trenton, NJ (21 miles from Branchburg, NJ)
- 21 hours ago
- Trenton, NJ (21 miles from Branchburg, NJ)
- 21 hours ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (21 miles from Branchburg, NJ)
- 1 day ago
- Scotch Plains, NJ (21 miles from Branchburg, NJ)
- 1 day ago
management business development techniques, products, services and overall industry....
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (17 miles from Branchburg, NJ)
- 2 days ago
- Lawrence, NJ (17 miles from Branchburg, NJ)
- 2 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
- Bedminster, NJ (9 miles from Branchburg, NJ)
- 2 days ago
- Bedminster, NJ (9 miles from Branchburg, NJ)
- 2 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Life Sciences Client Relationship Manager
- Bridgewater, NJ (7 miles from Branchburg, NJ)
- 2 days ago
- Bridgewater, NJ (7 miles from Branchburg, NJ)
- 2 days ago
Client Relationship Manager - Life Sciences Location: New York, NY and New Jersey geographic areas Overview The Life Sciences IT Client Relationship Manager is a key contributor to the commercial...
- Warren, NJ (13 miles from Branchburg, NJ)
- 3 days ago
- Warren, NJ (13 miles from Branchburg, 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....
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 4 days ago
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 4 days ago
Responsibilities include, but are not limited to: Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently....
Private Client Banker- Somerset, NJ
- Somerset, NJ (11 miles from Branchburg, NJ)
- 4 days ago
- Somerset, NJ (11 miles from Branchburg, NJ)
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Roxbury Township, NJ (22 miles from Branchburg, NJ)
- 7 days ago
- Roxbury Township, NJ (22 miles from Branchburg, NJ)
- 7 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....
- Piscataway, NJ (14 miles from Branchburg, NJ)
- 7 days ago
- Piscataway, NJ (14 miles from Branchburg, NJ)
- 7 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....
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 10 days ago
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 10 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 11 days ago
- Woodbridge, NJ (23 miles from Branchburg, NJ)
- 11 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....
- Bridgewater, NJ (7 miles from Branchburg, NJ)
- 11 days ago
- Bridgewater, NJ (7 miles from Branchburg, NJ)
- 11 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
Contact Center Personal Banker
- Trenton, NJ (21 miles from Branchburg, NJ)
- 13 days ago
- Trenton, NJ (21 miles from Branchburg, NJ)
- 13 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Chester, NJ (17 miles from Branchburg, NJ)
- 13 days ago
- Chester, NJ (17 miles from Branchburg, NJ)
- 13 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...
Demographic Data for Branchburg, NJ
Moving to Branchburg, NJ? Find some basic demographic data about Branchburg, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Branchburg, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Branchburg, 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
- Investment 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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