Personal Banker Jobs in Lyndhurst, 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.
VP, Client Relationship Manager
- Morristown, NJ (20 miles from Lyndhurst, NJ)
- 9 hours ago
- Morristown, NJ (20 miles from Lyndhurst, NJ)
- 9 hours ago
Overview ABOUT US: Founded in 1993, Bayview Asset Management is an investment management firm focused on investments in mortgage and consumer credit, including whole loans, asset-backed...
Financial Advisor Opportunities for Licensed Professionals
- White Plains, NY (24 miles from Lyndhurst, NJ)
- 13 hours ago
- White Plains, NY (24 miles from Lyndhurst, NJ)
- 13 hours 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...
Institutional Client Group Client Relationship Manager Associate
- New York, NY (6 miles from Lyndhurst, NJ)
- 14 hours ago
- New York, NY (6 miles from Lyndhurst, NJ)
- 14 hours ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Randolph, NJ (24 miles from Lyndhurst, NJ)
- 17 hours ago
- Randolph, NJ (24 miles from Lyndhurst, NJ)
- 17 hours ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Associate Personal Banker - West Irvington
- Irvington, NJ (7 miles from Lyndhurst, NJ)
- 1 day ago
- Irvington, NJ (7 miles from Lyndhurst, 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....
Personal Banker SAFE Act - Sheepshead Bay Branch
- Brooklyn, NY (9 miles from Lyndhurst, NJ)
- 1 day ago
- Brooklyn, NY (9 miles from Lyndhurst, 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....
Personal Banker SAFE Act - North Flushing Branch
- Flushing, NY (15 miles from Lyndhurst, NJ)
- 1 day ago
- Flushing, NY (15 miles from Lyndhurst, 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....
Float Personal Banker Associate I - St Lucie
- New York, NY (6 miles from Lyndhurst, NJ)
- 1 day ago
- New York, NY (6 miles from Lyndhurst, NJ)
- 1 day ago
Banker job family....
Private Client Banker - South St. - Morristown, NJ
- Morristown, NJ (20 miles from Lyndhurst, NJ)
- 1 day ago
- Morristown, NJ (20 miles from Lyndhurst, 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...
Private Client Banker - Morris Plains, NJ
- Morris Plains, NJ (20 miles from Lyndhurst, NJ)
- 1 day ago
- Morris Plains, NJ (20 miles from Lyndhurst, 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...
- Saddle Brook, NJ (7 miles from Lyndhurst, NJ)
- 1 day ago
- Saddle Brook, NJ (7 miles from Lyndhurst, NJ)
- 1 day ago
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- Wayne, NJ (12 miles from Lyndhurst, NJ)
- 1 day ago
- Wayne, NJ (12 miles from Lyndhurst, NJ)
- 1 day ago
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Financial Advisor Maximize Your Career Unlock Earning Potential
- Paramus, NJ (10 miles from Lyndhurst, NJ)
- 1 day ago
- Paramus, NJ (10 miles from Lyndhurst, NJ)
- 1 day ago
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Personal Banker SAFE Act - 399 Park Avenue Branch
- New York, NY (6 miles from Lyndhurst, NJ)
- 1 day ago
- New York, NY (6 miles from Lyndhurst, 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....
Personal Banker - Perth Amboy - Full-time
- Perth Amboy, NJ (20 miles from Lyndhurst, NJ)
- 1 day ago
- Perth Amboy, NJ (20 miles from Lyndhurst, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Demographic Data for Lyndhurst, NJ
Moving to Lyndhurst, NJ? Find some basic demographic data about Lyndhurst, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lyndhurst, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lyndhurst, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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