Personal Banker Jobs in Branchville, 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.
- Budd Lake, NJ (21 miles from Branchville, NJ)
- 21 hours ago
- Budd Lake, NJ (21 miles from Branchville, NJ)
- 21 hours ago
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Budd Lake, NJ....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (21 miles from Branchville, NJ)
- 3 days ago
- West Milford, NJ (21 miles from Branchville, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (17 miles from Branchville, NJ)
- 3 days ago
- Newfoundland, NJ (17 miles from Branchville, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Middletown, NY (23 miles from Branchville, NJ)
- 5 days ago
- Middletown, NY (23 miles from Branchville, NJ)
- 5 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Relationship Manager
- Middletown, NY (23 miles from Branchville, NJ)
- 5 days ago
- Middletown, NY (23 miles from Branchville, NJ)
- 5 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Financial Advisor - Poughkeepsie, NY
- Middletown, NY (23 miles from Branchville, NJ)
- 8 days ago
- Middletown, NY (23 miles from Branchville, NJ)
- 8 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Banker - Franklin Park Branch - NJ Princeton Market
- Franklin, NJ (10 miles from Branchville, NJ)
- 17 days ago
- Franklin, NJ (10 miles from Branchville, NJ)
- 17 days ago
Private Client Banker - Franklin Park Branch - NJ Princeton Market 3.9 3.9 out of 5 stars 3333 Sr 27, Franklin Park, NJ 08823 You have a passion for taking care of our customers and employees and...
Personal Banker - Milton / Oak Ridge - Full-time
- Oak Ridge, NJ (16 miles from Branchville, NJ)
- 26 days ago
- Oak Ridge, NJ (16 miles from Branchville, NJ)
- 26 days ago
office conditions in a retail-banking establishment....
Roving Personal Banker North West District
- Newton, NJ (9 miles from Branchville, NJ)
- 27 days ago
- Newton, NJ (9 miles from Branchville, NJ)
- 27 days ago
Roving Personal Banker North West District 3.6 3.6 out of 5 stars 122 WATER ST, Newton, NJ 07860 Why Wells Fargo: Are you looking for more? Find it here....
Senior Personal Banker - Sparta - Full-time
- Sparta, NJ (12 miles from Branchville, NJ)
- 30+ days ago
- Sparta, NJ (12 miles from Branchville, NJ)
- 30+ days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Branchville, NJ
Moving to Branchville, NJ? Find some basic demographic data about Branchville, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Branchville, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Branchville, 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
- 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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