Personal Banker Jobs in Brick, 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.
- Shrewsbury, NJ (19 miles from Brick, NJ)
- 3 days ago
- Shrewsbury, NJ (19 miles from Brick, NJ)
- 3 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....
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (13 miles from Brick, NJ)
- 5 days ago
- Jackson, NJ (13 miles from Brick, NJ)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Roving Personal Banker - Northern Monmouth District
- Monmouth Beach, NJ (20 miles from Brick, NJ)
- 10 days ago
- Monmouth Beach, NJ (20 miles from Brick, NJ)
- 10 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....
Financial Advisor - Centralized, Freehold, NJ
- Freehold, NJ (16 miles from Brick, NJ)
- 11 days ago
- Freehold, NJ (16 miles from Brick, NJ)
- 11 days ago
Apply Req ID: Req1435543 Date posted 05/29/2025 Financial Advisor - Centralized, Freehold, NJ Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator...
- Asbury Park, NJ (14 miles from Brick, NJ)
- 17 days ago
- Asbury Park, NJ (14 miles from Brick, NJ)
- 17 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Asbury Park, New Jersey at the North Asbury Branch....
- Holmdel, NJ (23 miles from Brick, NJ)
- 24 days ago
- Holmdel, NJ (23 miles from Brick, NJ)
- 24 days ago
Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets...
OceanFirst Bank is seeking a new Personal Banker at our Brick, NJ (Chambers Bridge Rd) branch!...
Financial Advisor-Long Beach Island, NJ
- Forked River, NJ (15 miles from Brick, NJ)
- 30+ days ago
- Forked River, NJ (15 miles from Brick, NJ)
- 30+ days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Senior Personal Banker - Ocean Township - Full-time
- Waretown, NJ (18 miles from Brick, NJ)
- 30+ days ago
- Waretown, NJ (18 miles from Brick, NJ)
- 30+ days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Belmar, NJ (10 miles from Brick, NJ)
- 45+ days ago
- Belmar, NJ (10 miles from Brick, NJ)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Private Client Relationship Manager
- Lakewood, NJ (5 miles from Brick, NJ)
- 90+ days ago
- Lakewood, NJ (5 miles from Brick, NJ)
- 90+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor-Forked River, NJ
- Forked River, NJ (15 miles from Brick, NJ)
- 60+ days ago
- Forked River, NJ (15 miles from Brick, NJ)
- 60+ days ago
management business development techniques, products, services and overall industry....
- Manahawkin, NJ (24 miles from Brick, NJ)
- 90+ days ago
- Manahawkin, NJ (24 miles from Brick, 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 Brick, NJ
Moving to Brick, NJ? Find some basic demographic data about Brick, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brick, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brick, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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