Personal Banker Jobs in Highlands, 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
- New York, NY (22 miles from Highlands, NJ)
- 4 hours ago
- New York, NY (22 miles from Highlands, NJ)
- 4 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Lyric HCM Client Service Consultant III
- New York, NY (22 miles from Highlands, NJ)
- 19 hours ago
- New York, NY (22 miles from Highlands, NJ)
- 19 hours ago
ADP is hiring a **NAS HCM Consultant III.** + Are you interested in joining a dynamic business supporting our largest clients? + Are you ready to be part of a team offering advancement...
Personal Banker Rover Southern Monmouth
- Ocean, NJ (13 miles from Highlands, NJ)
- 1 day ago
- Ocean, NJ (13 miles from Highlands, NJ)
- 1 day ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Certification Provided
- New York, NY (22 miles from Highlands, NJ)
- 1 day ago
- New York, NY (22 miles from Highlands, NJ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Brooklyn, NY (18 miles from Highlands, NJ)
- 1 day ago
- Brooklyn, NY (18 miles from Highlands, 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....
- Howell, NJ (21 miles from Highlands, NJ)
- 1 day ago
- Howell, NJ (21 miles from Highlands, NJ)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Neptune, NJ (15 miles from Highlands, NJ)
- 1 day ago
- Neptune, NJ (15 miles from Highlands, NJ)
- 1 day ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Neptune, New Jersey, at the West Grove Branch....
Personal Banker - South Plainfield, NJ
- South Plainfield, NJ (24 miles from Highlands, NJ)
- 2 days ago
- South Plainfield, NJ (24 miles from Highlands, NJ)
- 2 days 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 Personal Banker...
Personal Banker - Hoboken Branch
- Hoboken, NJ (21 miles from Highlands, NJ)
- 2 days ago
- Hoboken, NJ (21 miles from Highlands, 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....
Personal Banker SAFE Act - Forest Hills Branch
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, 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....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, 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....
Private Client Banker - FIT Seventh Ave - New York, NY
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
JobID: 210643517 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:25:54+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Columbus Circle - New York, NY
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
JobID: 210643513 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:24:34+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Broadway and 96th St. - New York, NY
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
JobID: 210645086 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:32:09+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Madison Square Garden - New York, NY
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
- New York, NY (22 miles from Highlands, NJ)
- 2 days ago
JobID: 210642840 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:17:32+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Demographic Data for Highlands, NJ
Moving to Highlands, NJ? Find some basic demographic data about Highlands, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Highlands, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Highlands, 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
- Retirement Planning
- 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »