Personal Banker Jobs in Carlstadt, 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.
Senior Personal Banker - Fanwood - Full-time
- Fanwood, NJ (21 miles from Carlstadt, NJ)
- moments ago
- Fanwood, NJ (21 miles from Carlstadt, NJ)
- moments ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Springfield 22
- Springfield, NJ (16 miles from Carlstadt, NJ)
- 21 hours ago
- Springfield, NJ (16 miles from Carlstadt, NJ)
- 21 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....
Personal Banker - Hoboken Branch
- Hoboken, NJ (6 miles from Carlstadt, NJ)
- 21 hours ago
- Hoboken, NJ (6 miles from Carlstadt, NJ)
- 21 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker SAFE Act - Forest Hills Branch
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Private Client Banker - FIT Seventh Ave - New York, NY
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
JobID: 210643517 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:25:54+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Columbus Circle - New York, NY
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
JobID: 210643513 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:24:34+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Broadway and 96th St. - New York, NY
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
JobID: 210645086 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:32:09+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Madison Square Garden - New York, NY
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
- New York, NY (6 miles from Carlstadt, NJ)
- 23 hours ago
JobID: 210642840 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:17:32+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual Perth Amboy
- Perth Amboy, NJ (23 miles from Carlstadt, NJ)
- 1 day ago
- Perth Amboy, NJ (23 miles from Carlstadt, NJ)
- 1 day 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....
Personal Banker Bilingual Woodbridge
- Woodbridge, NJ (22 miles from Carlstadt, NJ)
- 1 day ago
- Woodbridge, NJ (22 miles from Carlstadt, NJ)
- 1 day 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....
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (8 miles from Carlstadt, NJ)
- 1 day ago
- Newark, NJ (8 miles from Carlstadt, NJ)
- 1 day ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (21 miles from Carlstadt, NJ)
- 1 day ago
- White Plains, NY (21 miles from Carlstadt, NJ)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Newark, NJ (8 miles from Carlstadt, NJ)
- 1 day ago
- Newark, NJ (8 miles from Carlstadt, NJ)
- 1 day ago
Banker job family....
Entry Level Financial Advisor - NJ, Woodbridge (3882)
- Woodbridge, NJ (22 miles from Carlstadt, NJ)
- 2 days ago
- Woodbridge, NJ (22 miles from Carlstadt, NJ)
- 2 days ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
Demographic Data for Carlstadt, NJ
Moving to Carlstadt, NJ? Find some basic demographic data about Carlstadt, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carlstadt, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carlstadt, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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