Personal Banker Jobs in Lake Hopatcong, 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
- Upper Montclair, NJ (21 miles from Lake Hopatcong, NJ)
- 15 hours ago
- Upper Montclair, NJ (21 miles from Lake Hopatcong, NJ)
- 15 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 17-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Lincoln Park, NJ (14 miles from Lake Hopatcong, NJ)
- 18 hours ago
- Lincoln Park, NJ (14 miles from Lake Hopatcong, NJ)
- 18 hours 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...
- Fairfield, NJ (16 miles from Lake Hopatcong, NJ)
- 18 hours ago
- Fairfield, NJ (16 miles from Lake Hopatcong, NJ)
- 18 hours 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...
Private Client Banker - Millburn, NJ - NJ Union Essex Market
- Millburn, NJ (22 miles from Lake Hopatcong, NJ)
- 1 day ago
- Millburn, NJ (22 miles from Lake Hopatcong, NJ)
- 1 day 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...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (24 miles from Lake Hopatcong, NJ)
- 1 day ago
- Ridgewood, NJ (24 miles from Lake Hopatcong, NJ)
- 1 day ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Senior Personal Banker - Franklin - Full-time
- Franklin, NJ (9 miles from Lake Hopatcong, NJ)
- 1 day ago
- Franklin, NJ (9 miles from Lake Hopatcong, NJ)
- 1 day ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Cedar Knolls, NJ (12 miles from Lake Hopatcong, NJ)
- 2 days ago
- Cedar Knolls, NJ (12 miles from Lake Hopatcong, NJ)
- 2 days ago
Collaborate with the broader wealth management team to share insights from client interactions....
- Wayne, NJ (17 miles from Lake Hopatcong, NJ)
- 2 days ago
- Wayne, NJ (17 miles from Lake Hopatcong, NJ)
- 2 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...
Private Client Banker - Hampton, NJ - NJ Sussex Market
- Newton, NJ (13 miles from Lake Hopatcong, NJ)
- 3 days ago
- Newton, NJ (13 miles from Lake Hopatcong, NJ)
- 3 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...
- Bernardsville, NJ (17 miles from Lake Hopatcong, NJ)
- 3 days ago
- Bernardsville, NJ (17 miles from Lake Hopatcong, 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...
Financial Advisor-Union County, NJ
- Bernardsville, NJ (17 miles from Lake Hopatcong, NJ)
- 6 days ago
- Bernardsville, NJ (17 miles from Lake Hopatcong, NJ)
- 6 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - Ridgewood, NJ
- Ridgewood, NJ (24 miles from Lake Hopatcong, NJ)
- 9 days ago
- Ridgewood, NJ (24 miles from Lake Hopatcong, 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.- Detail oriented, strong organizational...
- Ridgewood, NJ (24 miles from Lake Hopatcong, NJ)
- 9 days ago
- Ridgewood, NJ (24 miles from Lake Hopatcong, 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....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (12 miles from Lake Hopatcong, NJ)
- 20 days ago
- West Milford, NJ (12 miles from Lake Hopatcong, NJ)
- 20 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (9 miles from Lake Hopatcong, NJ)
- 20 days ago
- Newfoundland, NJ (9 miles from Lake Hopatcong, NJ)
- 20 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Lake Hopatcong, NJ
Moving to Lake Hopatcong, NJ? Find some basic demographic data about Lake Hopatcong, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Hopatcong, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Hopatcong, 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
- 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
- Account Opening
- Consumer Lending
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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