Personal Banker Jobs in Kinnelon, 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.
- Bloomfield, NJ (15 miles from Kinnelon, NJ)
- 8 hours ago
- Bloomfield, NJ (15 miles from Kinnelon, NJ)
- 8 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Summit, NJ (19 miles from Kinnelon, NJ)
- 8 hours ago
- Summit, NJ (19 miles from Kinnelon, NJ)
- 8 hours ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker Fort Lee Lemoine Branch
- Fort Lee, NJ (23 miles from Kinnelon, NJ)
- 1 day ago
- Fort Lee, NJ (23 miles from Kinnelon, 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....
- Livingston, NJ (14 miles from Kinnelon, NJ)
- 1 day ago
- Livingston, NJ (14 miles from Kinnelon, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Hoboken, NJ (24 miles from Kinnelon, NJ)
- 3 days ago
- Hoboken, NJ (24 miles from Kinnelon, NJ)
- 3 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...
- Parsippany, NJ (9 miles from Kinnelon, NJ)
- 4 days ago
- Parsippany, NJ (9 miles from Kinnelon, NJ)
- 4 days ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (24 miles from Kinnelon, NJ)
- 4 days ago
- Scotch Plains, NJ (24 miles from Kinnelon, NJ)
- 4 days ago
management business development techniques, products, services and overall industry....
- Clifton, NJ (14 miles from Kinnelon, NJ)
- 5 days ago
- Clifton, NJ (14 miles from Kinnelon, NJ)
- 5 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...
Roving Personal Banker Essex County District
- Union, NJ (21 miles from Kinnelon, NJ)
- 5 days ago
- Union, NJ (21 miles from Kinnelon, NJ)
- 5 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
Private Client Banker - Boonton, NJ
- Boonton, NJ (4 miles from Kinnelon, NJ)
- 5 days ago
- Boonton, NJ (4 miles from Kinnelon, NJ)
- 5 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- Somerset, NJ
- Franklin, NJ (13 miles from Kinnelon, NJ)
- 6 days ago
- Franklin, NJ (13 miles from Kinnelon, NJ)
- 6 days ago
Private Client Banker- Somerset, NJ Somerset, NJ, United States JOB INFORMATION Job Identification 210618286 Job Category Private Client Bankers Business Unit Consumer & Community Banking Posting...
Bilingual Spanish Personal Banker
- Garfield, NJ (15 miles from Kinnelon, NJ)
- 8 days ago
- Garfield, NJ (15 miles from Kinnelon, NJ)
- 8 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...
- Fort Lee, NJ (23 miles from Kinnelon, NJ)
- 8 days ago
- Fort Lee, NJ (23 miles from Kinnelon, NJ)
- 8 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...
Client Relationship Manager - Wayne, PA
- Wayne, NJ (7 miles from Kinnelon, NJ)
- 10 days ago
- Wayne, NJ (7 miles from Kinnelon, NJ)
- 10 days ago
Client Relationship Manager - Wayne, PA Charles Schwab Wayne, United States Posted 16 hours ago Permanent Competitive Client Relationship Manager - Wayne, PA Charles Schwab Wayne, United States...
Client Relationship Manager - New Jersey
- Jersey City, NJ (23 miles from Kinnelon, NJ)
- 10 days ago
- Jersey City, NJ (23 miles from Kinnelon, NJ)
- 10 days ago
Client Relationship Manager Indianapolis, In About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the...
Demographic Data for Kinnelon, NJ
Moving to Kinnelon, NJ? Find some basic demographic data about Kinnelon, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kinnelon, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kinnelon, 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
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 »