Personal Banker Jobs in Leonia, 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.
Private Client Banker - Broadway and Cedar St. - New York, NY
- New York, NY (7 miles from Leonia, NJ)
- 1 hour ago
- New York, NY (7 miles from Leonia, NJ)
- 1 hour ago
JobID: 210620226 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-24T14:39:53+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Ho Ho Kus, NJ (10 miles from Leonia, NJ)
- 6 hours ago
- Ho Ho Kus, NJ (10 miles from Leonia, NJ)
- 6 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 - Boonton, NJ
- Boonton, NJ (23 miles from Leonia, NJ)
- 12 hours ago
- Boonton, NJ (23 miles from Leonia, NJ)
- 12 hours 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 - Centralized, Staten Island, NY
- Staten Island, NY (17 miles from Leonia, NJ)
- 12 hours ago
- Staten Island, NY (17 miles from Leonia, NJ)
- 12 hours ago
Financial Advisor - Centralized, Staten Island, NYCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We...
Personal Banker SAFE Act - 3rd Avenue & 72nd Street Branch
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Hewlett, NY (22 miles from Leonia, NJ)
- 1 day ago
- Hewlett, NY (22 miles from Leonia, 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....
Roving Personal Banker Essex County District
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 1 day ago
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 1 day 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....
Private Client Banker - Wilton
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
Location:** 3016 Route 50 - Saratoga, New York 12866 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Associate Financial Advisor - R25_0000000403
- Greenwich, CT (22 miles from Leonia, NJ)
- 1 day ago
- Greenwich, CT (22 miles from Leonia, NJ)
- 1 day ago
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial...
Financial Advisor (Training Provided)
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
- New York, NY (7 miles from Leonia, NJ)
- 1 day ago
Financial Advisor/Wealth Management Advisor - Northwestern Mutual : Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices....
- New Hyde Park, NY (18 miles from Leonia, NJ)
- 1 day ago
- New Hyde Park, NY (18 miles from Leonia, 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....
Bilingual Spanish Personal Banker
- Garfield, NJ (6 miles from Leonia, NJ)
- 2 days ago
- Garfield, NJ (6 miles from Leonia, 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...
- Mamaroneck, NY (14 miles from Leonia, NJ)
- 3 days ago
- Mamaroneck, NY (14 miles from Leonia, NJ)
- 3 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....
Personal Banker SAFE Act - Broadway & 86th Street Branch
- New York, NY (7 miles from Leonia, NJ)
- 3 days ago
- New York, NY (7 miles from Leonia, NJ)
- 3 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (24 miles from Leonia, NJ)
- 3 days ago
- Chappaqua, NY (24 miles from Leonia, NJ)
- 3 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Demographic Data for Leonia, NJ
Moving to Leonia, NJ? Find some basic demographic data about Leonia, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leonia, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leonia, 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
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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