Personal Banker Jobs in Brielle, 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 (1 mile from Brielle, NJ)
- 16 hours ago
- Manasquan, NJ (1 mile from Brielle, NJ)
- 16 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Middletown, NJ (20 miles from Brielle, NJ)
- 1 day ago
- Middletown, NJ (20 miles from Brielle, NJ)
- 1 day ago
Personal Banker Lincroft 3.6 3.6 out of 5 stars 600 Newman Springs Road, Lincroft, NJ 07738 Why Wells Fargo: Are you looking for more? Find it here....
- Belmar, NJ (5 miles from Brielle, NJ)
- 7 days ago
- Belmar, NJ (5 miles from Brielle, NJ)
- 7 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....
Personal Banker - Freehold - Full-Time
- Freehold, NJ (14 miles from Brielle, NJ)
- 7 days ago
- Freehold, NJ (14 miles from Brielle, NJ)
- 7 days ago
office conditions in a retail-banking establishment....
- Manalapan, NJ (19 miles from Brielle, NJ)
- 10 days ago
- Manalapan, NJ (19 miles from Brielle, 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....
- Shrewsbury, NJ (15 miles from Brielle, NJ)
- 10 days ago
- Shrewsbury, NJ (15 miles from Brielle, NJ)
- 10 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...
- Howell, NJ (7 miles from Brielle, NJ)
- 14 days ago
- Howell, NJ (7 miles from Brielle, NJ)
- 14 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....
Private Client Banker - Hazlet NJ
- Hazlet, NJ (22 miles from Brielle, NJ)
- 17 days ago
- Hazlet, NJ (22 miles from Brielle, NJ)
- 17 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 - Hazlet - Full-time
- Hazlet, NJ (22 miles from Brielle, NJ)
- 19 days ago
- Hazlet, NJ (22 miles from Brielle, NJ)
- 19 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - Monmouth Ocean Market, NJ
- Manasquan, NJ (1 mile from Brielle, NJ)
- 21 days ago
- Manasquan, NJ (1 mile from Brielle, NJ)
- 21 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...
Personal Banker (Float) - Coastal Region / Toms River East - Full-time
- Toms River, NJ (9 miles from Brielle, NJ)
- 27 days ago
- Toms River, NJ (9 miles from Brielle, NJ)
- 27 days ago
office conditions in a retail-banking establishment....
Financial Advisor - Centralized, Freehold, NJ
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
Financial Advisor - Centralized, Freehold, NJCountry: United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making...
Entry Level Financial Advisor (Wall, NJ Office Location)
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Senior Personal Banker (Float) - Coastal Region - Full-time
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
- Freehold, NJ (14 miles from Brielle, NJ)
- 30+ days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Relationship Manager
- Lakewood, NJ (7 miles from Brielle, NJ)
- 60+ days ago
- Lakewood, NJ (7 miles from Brielle, NJ)
- 60+ days ago
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role,...
Demographic Data for Brielle, NJ
Moving to Brielle, NJ? Find some basic demographic data about Brielle, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brielle, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brielle, 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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