Personal Banker Jobs in Cedar Knolls, 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.
Financial Advisor - Certification Provided
- Staten Island, NY (23 miles from Cedar Knolls, NJ)
- 7 days ago
- Staten Island, NY (23 miles from Cedar Knolls, NJ)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Career Change Opportunity
- Florham Park, NJ (4 miles from Cedar Knolls, NJ)
- 2 days ago
- Florham Park, NJ (4 miles from Cedar Knolls, NJ)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Rockaway, NJ (9 miles from Cedar Knolls, NJ)
- 12 hours ago
- Rockaway, NJ (9 miles from Cedar Knolls, NJ)
- 12 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker - Queens West Area
- New York, NY (24 miles from Cedar Knolls, NJ)
- 14 hours ago
- New York, NY (24 miles from Cedar Knolls, NJ)
- 14 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 - Carnegie Hall - New York, NY
- New York, NY (24 miles from Cedar Knolls, NJ)
- 15 hours ago
- New York, NY (24 miles from Cedar Knolls, NJ)
- 15 hours ago
JobID: 210639794 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-25T16:45:19+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual (Spanish) Newark 744 Branch
- Newark, NJ (16 miles from Cedar Knolls, NJ)
- 1 day ago
- Newark, NJ (16 miles from Cedar Knolls, 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 SAFE Act - Chelsea Branch
- New York, NY (24 miles from Cedar Knolls, NJ)
- 1 day ago
- New York, NY (24 miles from Cedar Knolls, 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....
Financial Advisor - Borough Park/Brooklyn, NY
- New York, NY (24 miles from Cedar Knolls, NJ)
- 1 day ago
- New York, NY (24 miles from Cedar Knolls, NJ)
- 1 day ago
management business development techniques, products, services and overall industry....
- Newark, NJ (16 miles from Cedar Knolls, NJ)
- 1 day ago
- Newark, NJ (16 miles from Cedar Knolls, NJ)
- 1 day ago
As a Full Time Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in our Liberty branch in Newark, NJ....
- Florham Park, NJ (4 miles from Cedar Knolls, NJ)
- 1 day ago
- Florham Park, NJ (4 miles from Cedar Knolls, NJ)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (19 miles from Cedar Knolls, NJ)
- 2 days ago
- Somerville, NJ (19 miles from Cedar Knolls, 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...
Private Client Banker - Berkeley Heights Branch - NJ Middlesex Somerset Market
- Berkeley Heights, NJ (10 miles from Cedar Knolls, NJ)
- 2 days ago
- Berkeley Heights, NJ (10 miles from Cedar Knolls, 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...
JPMorgan Private Client Relationship Manager New York, NY
- New York, NY (24 miles from Cedar Knolls, NJ)
- 2 days ago
- New York, NY (24 miles from Cedar Knolls, NJ)
- 2 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Life Sciences Client Relationship Manager
- Bridgewater, NJ (17 miles from Cedar Knolls, NJ)
- 2 days ago
- Bridgewater, NJ (17 miles from Cedar Knolls, NJ)
- 2 days ago
Client Relationship Manager - Life Sciences Location: New York, NY and New Jersey geographic areas Overview The Life Sciences IT Client Relationship Manager is a key contributor to the commercial...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (21 miles from Cedar Knolls, NJ)
- 5 days ago
- Ridgewood, NJ (21 miles from Cedar Knolls, NJ)
- 5 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Demographic Data for Cedar Knolls, NJ
Moving to Cedar Knolls, NJ? Find some basic demographic data about Cedar Knolls, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cedar Knolls, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cedar Knolls, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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