Personal Banker Jobs in Joint Base Mdl, 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.
- Riverton, NJ (21 miles from Joint Base Mdl, NJ)
- 30+ days ago
- Riverton, NJ (21 miles from Joint Base Mdl, NJ)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Financial Advisor, Bensalem/Feasterville, PA Area
- Bensalem, PA (18 miles from Joint Base Mdl, NJ)
- 10 hours ago
- Bensalem, PA (18 miles from Joint Base Mdl, NJ)
- 10 hours ago
Financial Advisor, Bensalem/Feasterville, PA AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined...
- Jamesburg, NJ (24 miles from Joint Base Mdl, NJ)
- 10 hours ago
- Jamesburg, NJ (24 miles from Joint Base Mdl, NJ)
- 10 hours ago
As a branch banker within PNC's retail banking organization, you will be based in Monroe Township, NJ....
- Maple Shade, NJ (20 miles from Joint Base Mdl, NJ)
- 21 hours ago
- Maple Shade, NJ (20 miles from Joint Base Mdl, NJ)
- 21 hours ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
Roving Personal Banker Bucks East District
- Langhorne, PA (18 miles from Joint Base Mdl, NJ)
- 23 hours ago
- Langhorne, PA (18 miles from Joint Base Mdl, NJ)
- 23 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....
Personal Banker Hopewell Branch
- Pennington, NJ (23 miles from Joint Base Mdl, NJ)
- 1 day ago
- Pennington, NJ (23 miles from Joint Base Mdl, 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....
- Mount Laurel, NJ (16 miles from Joint Base Mdl, NJ)
- 1 day ago
- Mount Laurel, NJ (16 miles from Joint Base Mdl, NJ)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (22 miles from Joint Base Mdl, NJ)
- 3 days ago
- Cherry Hill, NJ (22 miles from Joint Base Mdl, NJ)
- 3 days ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
Financial Advisor Opportunities for Licensed Professionals
- Toms River, NJ (24 miles from Joint Base Mdl, NJ)
- 11 days ago
- Toms River, NJ (24 miles from Joint Base Mdl, NJ)
- 11 days ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
- Bristol, PA (14 miles from Joint Base Mdl, NJ)
- 12 days ago
- Bristol, PA (14 miles from Joint Base Mdl, NJ)
- 12 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...
Financial Advisor-Southern Ocean County, NJ
- Forked River, NJ (21 miles from Joint Base Mdl, NJ)
- 13 days ago
- Forked River, NJ (21 miles from Joint Base Mdl, NJ)
- 13 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Cherry Hill, NJ (22 miles from Joint Base Mdl, NJ)
- 14 days ago
- Cherry Hill, NJ (22 miles from Joint Base Mdl, NJ)
- 14 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (18 miles from Joint Base Mdl, NJ)
- 14 days ago
- Langhorne, PA (18 miles from Joint Base Mdl, NJ)
- 14 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...
- Freehold, NJ (22 miles from Joint Base Mdl, NJ)
- 15 days ago
- Freehold, NJ (22 miles from Joint Base Mdl, NJ)
- 15 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...
Personal Banker Rover Southern Monmouth
- Berkeley, NJ (19 miles from Joint Base Mdl, NJ)
- 15 days ago
- Berkeley, NJ (19 miles from Joint Base Mdl, NJ)
- 15 days 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....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Joint Base Mdl, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Joint Base Mdl, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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