Personal Banker Jobs in Bridgewater, 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.
Roving Personal Banker Essex County District
- Elizabeth, NJ (23 miles from Bridgewater, NJ)
- 16 hours ago
- Elizabeth, NJ (23 miles from Bridgewater, NJ)
- 16 hours 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....
- Warren, NJ (5 miles from Bridgewater, NJ)
- 16 hours ago
- Warren, NJ (5 miles from Bridgewater, NJ)
- 16 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....
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 1 day ago
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 1 day 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 (8 miles from Bridgewater, NJ)
- 2 days ago
- Somerset, NJ (8 miles from Bridgewater, NJ)
- 2 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...
Senior Personal Banker - Mendham - Full-time
- Mendham, NJ (13 miles from Bridgewater, NJ)
- 2 days ago
- Mendham, NJ (13 miles from Bridgewater, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Roxbury Township, NJ (18 miles from Bridgewater, NJ)
- 5 days ago
- Roxbury Township, NJ (18 miles from Bridgewater, NJ)
- 5 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 (8 miles from Bridgewater, NJ)
- 5 days ago
- Piscataway, NJ (8 miles from Bridgewater, NJ)
- 5 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....
Personal Banker - West Orange - Full-time
- West Orange, NJ (23 miles from Bridgewater, NJ)
- 5 days ago
- West Orange, NJ (23 miles from Bridgewater, NJ)
- 5 days ago
office conditions in a retail-banking establishment....
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 7 days ago
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 7 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 8 days ago
- Woodbridge, NJ (17 miles from Bridgewater, NJ)
- 8 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....
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- Maplewood, NJ (20 miles from Bridgewater, NJ)
- 10 days ago
- Maplewood, NJ (20 miles from Bridgewater, NJ)
- 10 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....
- Chester, NJ (13 miles from Bridgewater, NJ)
- 14 days ago
- Chester, NJ (13 miles from Bridgewater, NJ)
- 14 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....
Senior Personal Banker - Kenilworth - Full-time
- Kenilworth, NJ (18 miles from Bridgewater, NJ)
- 14 days ago
- Kenilworth, NJ (18 miles from Bridgewater, NJ)
- 14 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Iselin - Full-time
- Iselin, NJ (15 miles from Bridgewater, NJ)
- 17 days ago
- Iselin, NJ (15 miles from Bridgewater, NJ)
- 17 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Bridgewater, NJ
Moving to Bridgewater, NJ? Find some basic demographic data about Bridgewater, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bridgewater, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bridgewater, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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