Personal Banker Jobs in Elmwood Park, 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 - Career Change Opportunity
- Upper Montclair, NJ (5 miles from Elmwood Park, NJ)
- 15 hours ago
- Upper Montclair, NJ (5 miles from Elmwood Park, NJ)
- 15 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 17-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Great Neck, NY (23 miles from Elmwood Park, NJ)
- 6 hours ago
- Great Neck, NY (23 miles from Elmwood Park, NJ)
- 6 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....
- New York, NY (12 miles from Elmwood Park, NJ)
- 14 hours ago
- New York, NY (12 miles from Elmwood Park, NJ)
- 14 hours ago
About Honest Networks Honest Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning, creativity, and enjoyment. We...
- Englewood, NJ (7 miles from Elmwood Park, NJ)
- 18 hours ago
- Englewood, NJ (7 miles from Elmwood Park, NJ)
- 18 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...
- Lincoln Park, NJ (9 miles from Elmwood Park, NJ)
- 18 hours ago
- Lincoln Park, NJ (9 miles from Elmwood Park, NJ)
- 18 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...
Private Client Banker - Millburn, NJ - NJ Union Essex Market
- Millburn, NJ (15 miles from Elmwood Park, NJ)
- 1 day ago
- Millburn, NJ (15 miles from Elmwood Park, NJ)
- 1 day 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...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (5 miles from Elmwood Park, NJ)
- 1 day ago
- Ridgewood, NJ (5 miles from Elmwood Park, NJ)
- 1 day 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...
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work...
Team Based Financial Advisor - Financial Synergy
- Elmsford, NY (18 miles from Elmwood Park, NJ)
- 1 day ago
- Elmsford, NY (18 miles from Elmwood Park, NJ)
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker SAFE Act - Bilingual: English (Mandarin/Cantonese) Preferred - Chatham Square Branch
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
- New York, NY (12 miles from Elmwood Park, 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....
Personal Banker - Ossining, NY
- Ossining, NY (24 miles from Elmwood Park, NJ)
- 1 day ago
- Ossining, NY (24 miles from Elmwood Park, NJ)
- 1 day ago
Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well.As a Banking Service Professional, the Senior Personal...
- Tarrytown, NY (18 miles from Elmwood Park, NJ)
- 1 day ago
- Tarrytown, NY (18 miles from Elmwood Park, NJ)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Private Client Banker - New York Life - New York, NY
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
JobID: 210646063 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-16T17:37:08+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Park Ave and 32nd - New York, NY
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
- New York, NY (12 miles from Elmwood Park, NJ)
- 1 day ago
JobID: 210647103 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-16T13:24:11+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker SAFE Act - 3rd and 64th Branch
- New York, NY (12 miles from Elmwood Park, NJ)
- 2 days ago
- New York, NY (12 miles from Elmwood Park, 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 Elmwood Park, NJ
Moving to Elmwood Park, NJ? Find some basic demographic data about Elmwood Park, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elmwood Park, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elmwood Park, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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