Personal Banker Jobs in Holmdel, 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.
Personal Banker Rover Southern Monmouth
- Long Branch, NJ (10 miles from Holmdel, NJ)
- 11 hours ago
- Long Branch, NJ (10 miles from Holmdel, NJ)
- 11 hours 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 - Borough Park/Brooklyn, NY
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 2 days ago
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 2 days ago
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker at Brooklyn Court
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 3 days ago
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 3 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....
- Manasquan, NJ (18 miles from Holmdel, NJ)
- 3 days ago
- Manasquan, NJ (18 miles from Holmdel, NJ)
- 3 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Manasquan, New Jersey at the Manasquan Branch....
Personal Banker Delaware South Area
- Newark, NJ (24 miles from Holmdel, NJ)
- 8 days ago
- Newark, NJ (24 miles from Holmdel, NJ)
- 8 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....
Personal Banker Northern Middlesex District (Evergreen)
- Metuchen, NJ (14 miles from Holmdel, NJ)
- 8 days ago
- Metuchen, NJ (14 miles from Holmdel, NJ)
- 8 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....
Financial Advisor-Union County/Springfield, NJ area
- Newark, NJ (24 miles from Holmdel, NJ)
- 12 days ago
- Newark, NJ (24 miles from Holmdel, NJ)
- 12 days ago
Work Location:** Bernardsville, New Jersey, United States of America **Hours:** 40 **Pay Details:** $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation...
Personal Banker Personal Banker
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 16 days ago
- East Brunswick, NJ (13 miles from Holmdel, NJ)
- 16 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) East Brunswick, NJ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Financial Advisor - Borough Park/Brooklyn, NY Financial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 16 days ago
- Brooklyn, NY (24 miles from Holmdel, NJ)
- 16 days ago
Financial Advisor - Borough Park/Brooklyn, NY TD Bank 4.1 ( ) Brooklyn, NY Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive...
Personal Banker Southern Monmouth District
- Brick, NJ (23 miles from Holmdel, NJ)
- 17 days ago
- Brick, NJ (23 miles from Holmdel, 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....
- New Brunswick, NJ (16 miles from Holmdel, NJ)
- 18 days ago
- New Brunswick, NJ (16 miles from Holmdel, NJ)
- 18 days 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...
Personal Banker Greater Princeton District
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 18 days ago
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 18 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....
Senior Personal Banker - East Windsor - Full-time
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 18 days ago
- East Windsor, NJ (19 miles from Holmdel, NJ)
- 18 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Raritan Valley District
- Middlesex, NJ (21 miles from Holmdel, NJ)
- 19 days ago
- Middlesex, NJ (21 miles from Holmdel, NJ)
- 19 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....
Private Client Banker - Jersey City, NJ - NJ Waterfront Market
- Jersey City, NJ (24 miles from Holmdel, NJ)
- 23 days ago
- Jersey City, NJ (24 miles from Holmdel, NJ)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Holmdel, NJ
Moving to Holmdel, NJ? Find some basic demographic data about Holmdel, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holmdel, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holmdel, 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
- 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
- Lending
- Account Opening
- 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
- 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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