Personal Banker Jobs in Franklin, 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.
- Hackettstown, NJ (20 miles from Franklin, NJ)
- 1 day ago
- Hackettstown, NJ (20 miles from Franklin, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Morristown, NJ (23 miles from Franklin, NJ)
- 3 days ago
- Morristown, NJ (23 miles from Franklin, NJ)
- 3 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Senior Personal Banker - Wantage - Full-time
- Wantage, NJ (9 miles from Franklin, NJ)
- 3 days ago
- Wantage, NJ (9 miles from Franklin, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - Fairfield, NJ
- Fairfield, NJ (22 miles from Franklin, NJ)
- 7 days ago
- Fairfield, NJ (22 miles from Franklin, NJ)
- 7 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Bilingual Spanish Personal Banker
- Franklin Lakes, NJ (21 miles from Franklin, NJ)
- 11 days ago
- Franklin Lakes, NJ (21 miles from Franklin, NJ)
- 11 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
- Roxbury Township, NJ (18 miles from Franklin, NJ)
- 11 days ago
- Roxbury Township, NJ (18 miles from Franklin, 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....
office conditions in a retail-banking establishment....
HCM Client Service Consultant II HCM Client Service Consultant II
- Parsippany, NJ (20 miles from Franklin, NJ)
- 15 days ago
- Parsippany, NJ (20 miles from Franklin, NJ)
- 15 days ago
HCM Client Service Consultant II ADP 4.4 ( ) Multiple Locations Why you should apply for a job to ADP : Ranked as one of the 4.4/5 in overall job satisfaction 4.5/5 in supportive management 91%...
Private Client Banker - Morris Plains, NJ - NJ Morris County Market
- Morris Plains, NJ (19 miles from Franklin, NJ)
- 17 days ago
- Morris Plains, NJ (19 miles from Franklin, NJ)
- 17 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Raritan Valley District
- Mendham, NJ (22 miles from Franklin, NJ)
- 17 days ago
- Mendham, NJ (22 miles from Franklin, NJ)
- 17 days 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....
office conditions in a retail-banking establishment....
Private Client Banker- Franklin Township, NJ, Middlesex Somerset
- Franklin, NJ
- 24 days ago
- Franklin, NJ
- 24 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Client Service Consultant - Cigna Healthcare - Hybrid
- Morristown, NJ (23 miles from Franklin, NJ)
- 30+ days ago
- Morristown, NJ (23 miles from Franklin, NJ)
- 30+ days ago
Role Summary Please note: This hybrid role will require the incumbent candidate to come into a local Cigna office 2-3 days per week. The incumbent candidate can be based out of the following...
Financial Advisor - Northern New Jersey
- Mahwah, NJ (21 miles from Franklin, NJ)
- 30+ days ago
- Mahwah, NJ (21 miles from Franklin, NJ)
- 30+ days ago
Thrivent Financial Advisor 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...
Personal Banker - Andover - Full-Time
- Andover, NJ (13 miles from Franklin, NJ)
- 30+ days ago
- Andover, NJ (13 miles from Franklin, NJ)
- 30+ days ago
office conditions in a retail-banking establishment....
Demographic Data for Franklin, NJ
Moving to Franklin, NJ? Find some basic demographic data about Franklin, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Franklin, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Franklin, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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