Personal Banker Jobs in Clinton, 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.
- Bedminster, NJ (12 miles from Clinton, NJ)
- 3 hours ago
- Bedminster, NJ (12 miles from Clinton, NJ)
- 3 hours ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Life Sciences Client Relationship Manager
- Bridgewater, NJ (16 miles from Clinton, NJ)
- 3 hours ago
- Bridgewater, NJ (16 miles from Clinton, NJ)
- 3 hours 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...
- Warren, NJ (21 miles from Clinton, NJ)
- 1 day ago
- Warren, NJ (21 miles from Clinton, 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....
Private Client Banker- Somerset, NJ
- Somerset, NJ (23 miles from Clinton, NJ)
- 3 days ago
- Somerset, NJ (23 miles from Clinton, NJ)
- 3 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 (19 miles from Clinton, NJ)
- 3 days ago
- Mendham, NJ (19 miles from Clinton, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Roxbury Township, NJ (17 miles from Clinton, NJ)
- 5 days ago
- Roxbury Township, NJ (17 miles from Clinton, 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....
- Easton, PA (16 miles from Clinton, NJ)
- 9 days ago
- Easton, PA (16 miles from Clinton, NJ)
- 9 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
- Bridgewater, NJ (16 miles from Clinton, NJ)
- 9 days ago
- Bridgewater, NJ (16 miles from Clinton, NJ)
- 9 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- Washington, NJ (8 miles from Clinton, NJ)
- 11 days ago
- Washington, NJ (8 miles from Clinton, NJ)
- 11 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....
- Bethlehem, PA (23 miles from Clinton, NJ)
- 14 days ago
- Bethlehem, PA (23 miles from Clinton, NJ)
- 14 days ago
We're hiring a Personal Banker to join our Team. This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service....
- Chester, NJ (15 miles from Clinton, NJ)
- 14 days ago
- Chester, NJ (15 miles from Clinton, 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....
- Princeton, NJ (23 miles from Clinton, NJ)
- 20 days ago
- Princeton, NJ (23 miles from Clinton, NJ)
- 20 days ago
Job Description: Position Overview We are seeking experienced, self-motivated Investment Advisor Representatives to join our growing team on a commission-based structure with competitive splits....
Merrill Experienced Financial Advisor
- Princeton, NJ (23 miles from Clinton, NJ)
- 45+ days ago
- Princeton, NJ (23 miles from Clinton, NJ)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Financial Advisor - Somerset, NJ
- Somerset, NJ (23 miles from Clinton, NJ)
- 60+ days ago
- Somerset, NJ (23 miles from Clinton, NJ)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- New Hope, PA (21 miles from Clinton, NJ)
- 30+ days ago
- New Hope, PA (21 miles from Clinton, NJ)
- 30+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Demographic Data for Clinton, NJ
Moving to Clinton, NJ? Find some basic demographic data about Clinton, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clinton, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clinton, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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