Personal Banker Jobs in Mahwah, 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
- Englewood Cliffs, NJ (18 miles from Mahwah, NJ)
- 2 hours ago
- Englewood Cliffs, NJ (18 miles from Mahwah, NJ)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Associate I (Okeechobee)
- New York, NY (24 miles from Mahwah, NJ)
- 3 hours ago
- New York, NY (24 miles from Mahwah, NJ)
- 3 hours ago
Banker job family....
Personal Banker - Castle Hill Branch - Bilingual Spanish Speaking Preferred
- Bronx, NY (22 miles from Mahwah, NJ)
- 3 hours ago
- Bronx, NY (22 miles from Mahwah, NJ)
- 3 hours 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....
- New York, NY (24 miles from Mahwah, NJ)
- 5 hours ago
- New York, NY (24 miles from Mahwah, NJ)
- 5 hours ago
Mutual of America Financial Group Job Title: Client Relationship Manager 3 Location: New York, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they...
Financial Advisor-New York City, NY
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours ago
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours 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 - West Irvington
- Irvington, NJ (24 miles from Mahwah, NJ)
- 8 hours ago
- Irvington, NJ (24 miles from Mahwah, NJ)
- 8 hours 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....
Health Solutions Client Relationship Manager
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours ago
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours ago
- New York, NY (24 miles from Mahwah, NJ)
- 8 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Personal Banker - Caldwell - Full-Time
- Caldwell, NJ (16 miles from Mahwah, NJ)
- 9 hours ago
- Caldwell, NJ (16 miles from Mahwah, NJ)
- 9 hours ago
office conditions in a retail-banking establishment....
Personal Banker - Ampere - Full-time
- Bloomfield, NJ (18 miles from Mahwah, NJ)
- 9 hours ago
- Bloomfield, NJ (18 miles from Mahwah, NJ)
- 9 hours ago
office conditions in a retail-banking establishment....
Private Client Relationship Manager
- Bronx, NY (22 miles from Mahwah, NJ)
- 10 hours ago
- Bronx, NY (22 miles from Mahwah, NJ)
- 10 hours ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- Wayne, NJ (9 miles from Mahwah, NJ)
- 19 hours ago
- Wayne, NJ (9 miles from Mahwah, NJ)
- 19 hours 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...
- Englewood Cliffs, NJ (18 miles from Mahwah, NJ)
- 22 hours ago
- Englewood Cliffs, NJ (18 miles from Mahwah, NJ)
- 22 hours ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Financial Advisor - Newark, NJ. Job in Newark Gr8Jobs
- Newark, NJ (23 miles from Mahwah, NJ)
- 1 day ago
- Newark, NJ (23 miles from Mahwah, NJ)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (24 miles from Mahwah, NJ)
- 1 day ago
- Jersey City, NJ (24 miles from Mahwah, NJ)
- 1 day ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Remote WorkDemographic Data for Mahwah, NJ
Moving to Mahwah, NJ? Find some basic demographic data about Mahwah, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mahwah, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mahwah, 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
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- 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 »