Personal Banker Jobs in Farmingdale, 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 Opportunities for Licensed Professionals
- Toms River, NJ (14 miles from Farmingdale, NJ)
- 16 hours ago
- Toms River, NJ (14 miles from Farmingdale, NJ)
- 16 hours ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
Personal Banker Allaire Branch
- Wall Township, NJ (6 miles from Farmingdale, NJ)
- 17 hours ago
- Wall Township, NJ (6 miles from Farmingdale, NJ)
- 17 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....
- Brick, NJ (11 miles from Farmingdale, NJ)
- 17 hours ago
- Brick, NJ (11 miles from Farmingdale, NJ)
- 17 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....
- Howell, NJ (3 miles from Farmingdale, NJ)
- 17 hours ago
- Howell, NJ (3 miles from Farmingdale, NJ)
- 17 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....
Senior Personal Banker - Milltown / New Brunswick - Full-time
- Milltown, NJ (22 miles from Farmingdale, NJ)
- 19 hours ago
- Milltown, NJ (22 miles from Farmingdale, NJ)
- 19 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Entry Level Financial Advisor (Wall, NJ Office Location)
- Wall, NJ (6 miles from Farmingdale, NJ)
- 1 day ago
- Wall, NJ (6 miles from Farmingdale, NJ)
- 1 day ago
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- Toms River, NJ (14 miles from Farmingdale, NJ)
- 1 day ago
- Toms River, NJ (14 miles from Farmingdale, NJ)
- 1 day ago
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- Freehold, NJ (6 miles from Farmingdale, NJ)
- 1 day ago
- Freehold, NJ (6 miles from Farmingdale, NJ)
- 1 day ago
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- Red Bank, NJ (12 miles from Farmingdale, NJ)
- 1 day ago
- Red Bank, NJ (12 miles from Farmingdale, NJ)
- 1 day ago
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Personal Banker - Perth Amboy - Full-time
- Perth Amboy, NJ (22 miles from Farmingdale, NJ)
- 1 day ago
- Perth Amboy, NJ (22 miles from Farmingdale, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Personal Banker - Rumson - Full-time
- Rumson, NJ (14 miles from Farmingdale, NJ)
- 1 day ago
- Rumson, NJ (14 miles from Farmingdale, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
- Red Bank, NJ (12 miles from Farmingdale, NJ)
- 2 days ago
- Red Bank, NJ (12 miles from Farmingdale, NJ)
- 2 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Red Bank, New Jersey at the Red Bank Branch....
Financial Advisor-Long Beach Island, NJ
- Forked River, NJ (24 miles from Farmingdale, NJ)
- 4 days ago
- Forked River, NJ (24 miles from Farmingdale, NJ)
- 4 days ago
management business development techniques, products, services and overall industry....
Personal Banker - Shrewsbury - Full-time
- Shrewsbury, NJ (10 miles from Farmingdale, NJ)
- 6 days ago
- Shrewsbury, NJ (10 miles from Farmingdale, NJ)
- 6 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - North Brunswick - Full-time
- North Brunswick, NJ (22 miles from Farmingdale, NJ)
- 6 days ago
- North Brunswick, NJ (22 miles from Farmingdale, NJ)
- 6 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Farmingdale, NJ
Moving to Farmingdale, NJ? Find some basic demographic data about Farmingdale, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Farmingdale, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Farmingdale, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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