Personal Banker Jobs in Jackson, 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
- Robbinsville, NJ (14 miles from Jackson, NJ)
- 1 day ago
- Robbinsville, NJ (14 miles from Jackson, NJ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Robbinsville, NJ (14 miles from Jackson, NJ)
- 4 hours ago
- Robbinsville, NJ (14 miles from Jackson, NJ)
- 4 hours ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Brick - Full-time
- Brick, NJ (13 miles from Jackson, NJ)
- 3 days ago
- Brick, NJ (13 miles from Jackson, NJ)
- 3 days ago
office conditions in a retail-banking establishment....
Health Solutions Client Relationship Manager
- Trenton, NJ (21 miles from Jackson, NJ)
- 4 days ago
- Trenton, NJ (21 miles from Jackson, NJ)
- 4 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...
- Trenton, NJ (21 miles from Jackson, NJ)
- 6 days ago
- Trenton, NJ (21 miles from Jackson, NJ)
- 6 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (22 miles from Jackson, NJ)
- 7 days ago
- Lawrence, NJ (22 miles from Jackson, NJ)
- 7 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
- Middletown, NJ (24 miles from Jackson, NJ)
- 9 days ago
- Middletown, NJ (24 miles from Jackson, NJ)
- 9 days ago
Personal Banker Lincroft 3.6 3.6 out of 5 stars 600 Newman Springs Road, Lincroft, NJ 07738 Why Wells Fargo: Are you looking for more? Find it here....
- Belmar, NJ (18 miles from Jackson, NJ)
- 15 days ago
- Belmar, NJ (18 miles from Jackson, NJ)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Manalapan, NJ (12 miles from Jackson, NJ)
- 18 days ago
- Manalapan, NJ (12 miles from Jackson, NJ)
- 18 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....
Contact Center Personal Banker
- Trenton, NJ (21 miles from Jackson, NJ)
- 18 days ago
- Trenton, NJ (21 miles from Jackson, NJ)
- 18 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Trenton, NJ (21 miles from Jackson, NJ)
- 19 days ago
- Trenton, NJ (21 miles from Jackson, NJ)
- 19 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Howell, NJ (9 miles from Jackson, NJ)
- 21 days ago
- Howell, NJ (9 miles from Jackson, NJ)
- 21 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Private Client Banker - Hazlet NJ
- Hazlet, NJ (24 miles from Jackson, NJ)
- 24 days ago
- Hazlet, NJ (24 miles from Jackson, NJ)
- 24 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...
Private Client Banker - Monmouth Ocean Market, NJ
- Manasquan, NJ (15 miles from Jackson, NJ)
- 28 days ago
- Manasquan, NJ (15 miles from Jackson, NJ)
- 28 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...
- Trenton, NJ (21 miles from Jackson, NJ)
- 29 days ago
- Trenton, NJ (21 miles from Jackson, NJ)
- 29 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Demographic Data for Jackson, NJ
Moving to Jackson, NJ? Find some basic demographic data about Jackson, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jackson, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jackson, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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