Personal Banker Jobs in Closter, 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 Associate - Midtown, NY
- New York, NY (15 miles from Closter, NJ)
- moments ago
- New York, NY (15 miles from Closter, NJ)
- moments ago
Management to develop new investment solutions in response to client demands and industry trends Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening...
Personal Banker Fort Lee Lemoine Branch
- Fort Lee, NJ (8 miles from Closter, NJ)
- moments ago
- Fort Lee, NJ (8 miles from Closter, NJ)
- moments 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....
- Fresh Meadows, NY (18 miles from Closter, NJ)
- 1 hour ago
- Fresh Meadows, NY (18 miles from Closter, NJ)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Glasshouse - New York, NY
- New York, NY (15 miles from Closter, NJ)
- 1 hour ago
- New York, NY (15 miles from Closter, NJ)
- 1 hour ago
JobID: 210620372 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-28T17:27:26+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Livingston, NJ (22 miles from Closter, NJ)
- 9 hours ago
- Livingston, NJ (22 miles from Closter, NJ)
- 9 hours 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...
- Wood Ridge, NJ (10 miles from Closter, NJ)
- 22 hours ago
- Wood Ridge, NJ (10 miles from Closter, NJ)
- 22 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Financial Advisor Experienced Professionals
- Highland Falls, NY (24 miles from Closter, NJ)
- 23 hours ago
- Highland Falls, NY (24 miles from Closter, NJ)
- 23 hours ago
Financial Advisor - Experienced Professionals Category Field Recruiting & Training Job Location 273 Main St., Higland Falls, New York Tracking Code NED - HLF Position Type Full-Time/Regular Join...
Personal Banker SAFE Act - Staten Island Area
- New York, NY (15 miles from Closter, NJ)
- 1 day ago
- New York, NY (15 miles from Closter, 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....
Health Solutions Client Relationship Manager
- New York, NY (15 miles from Closter, NJ)
- 1 day ago
- New York, NY (15 miles from Closter, NJ)
- 1 day ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Hoboken, NJ (15 miles from Closter, NJ)
- 1 day ago
- Hoboken, NJ (15 miles from Closter, NJ)
- 1 day 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 Upper Manhattan
- New York, NY (15 miles from Closter, NJ)
- 1 day ago
- New York, NY (15 miles from Closter, 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 Lower Manhattan
- New York, NY (15 miles from Closter, NJ)
- 1 day ago
- New York, NY (15 miles from Closter, 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....
- Parsippany, NJ (24 miles from Closter, NJ)
- 2 days ago
- Parsippany, NJ (24 miles from Closter, NJ)
- 2 days ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Financial Advisor Training Provided
- Garden City, NY (24 miles from Closter, NJ)
- 2 days ago
- Garden City, NY (24 miles from Closter, NJ)
- 2 days ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
Personal Banker - Somers Branch
- New York, NY (15 miles from Closter, NJ)
- 2 days ago
- New York, NY (15 miles from Closter, NJ)
- 2 days 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....
Demographic Data for Closter, NJ
Moving to Closter, NJ? Find some basic demographic data about Closter, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Closter, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Closter, 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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