Personal Banker Jobs in Hopewell, 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.
- Bristol, PA (20 miles from Hopewell, NJ)
- 2 days ago
- Bristol, PA (20 miles from Hopewell, NJ)
- 2 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
- Trenton, NJ (13 miles from Hopewell, NJ)
- 4 days ago
- Trenton, NJ (13 miles from Hopewell, NJ)
- 4 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 - Langhorne, PA (New Build)
- Langhorne, PA (16 miles from Hopewell, NJ)
- 5 days ago
- Langhorne, PA (16 miles from Hopewell, NJ)
- 5 days ago
banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering...
- Warren, NJ (20 miles from Hopewell, NJ)
- 5 days ago
- Warren, NJ (20 miles from Hopewell, NJ)
- 5 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - PNC Investments
- Dayton, NJ (15 miles from Hopewell, NJ)
- 5 days ago
- Dayton, NJ (15 miles from Hopewell, NJ)
- 5 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Bridgewater Branch
- Bridgewater, NJ (15 miles from Hopewell, NJ)
- 6 days ago
- Bridgewater, NJ (15 miles from Hopewell, NJ)
- 6 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 Relationship Manager
- Bryn Athyn, PA (23 miles from Hopewell, NJ)
- 6 days ago
- Bryn Athyn, PA (23 miles from Hopewell, NJ)
- 6 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
Client Relationship Manager - Insurance - New Jersey
- Whitehouse Station, NJ (13 miles from Hopewell, NJ)
- 7 days ago
- Whitehouse Station, NJ (13 miles from Hopewell, NJ)
- 7 days ago
Client Relationship Manager** **Overview** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of...
- South Plainfield, NJ (22 miles from Hopewell, NJ)
- 7 days ago
- South Plainfield, NJ (22 miles from Hopewell, NJ)
- 7 days ago
The Retail Seasonal Associate works in the branch assisting clients with a variety of routine banking transactions and exemplifying Valley's quality service standards and complying with...
- Piscataway, NJ (19 miles from Hopewell, NJ)
- 9 days ago
- Piscataway, NJ (19 miles from Hopewell, NJ)
- 9 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....
Private Client Financial Advisor
- Levittown, PA (16 miles from Hopewell, NJ)
- 9 days ago
- Levittown, PA (16 miles from Hopewell, NJ)
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Huntingdon Valley, PA (24 miles from Hopewell, NJ)
- 9 days ago
- Huntingdon Valley, PA (24 miles from Hopewell, NJ)
- 9 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Cranbury, NJ (14 miles from Hopewell, NJ)
- 9 days ago
- Cranbury, NJ (14 miles from Hopewell, NJ)
- 9 days ago
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in...
Private Client Banker - Franklin Park Branch - NJ Princeton Market
- Franklin Park, NJ (11 miles from Hopewell, NJ)
- 10 days ago
- Franklin Park, NJ (11 miles from Hopewell, NJ)
- 10 days 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...
Health Solutions Client Relationship Manager
- Trenton, NJ (13 miles from Hopewell, NJ)
- 10 days ago
- Trenton, NJ (13 miles from Hopewell, NJ)
- 10 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Demographic Data for Hopewell, NJ
Moving to Hopewell, NJ? Find some basic demographic data about Hopewell, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hopewell, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hopewell, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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