Personal Banker Jobs in Matawan, 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.
- Piscataway, NJ (14 miles from Matawan, NJ)
- 11 hours ago
- Piscataway, NJ (14 miles from Matawan, NJ)
- 11 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....
- Millstone Township, NJ (18 miles from Matawan, NJ)
- 11 hours ago
- Millstone Township, NJ (18 miles from Matawan, NJ)
- 11 hours ago
As a branch banker within PNC's retail banking organization, you will be based in Millstone, NJ....
US Experienced Financial Advisor
- Jersey City, NJ (23 miles from Matawan, NJ)
- 11 hours ago
- Jersey City, NJ (23 miles from Matawan, NJ)
- 11 hours ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Cranbury, NJ (15 miles from Matawan, NJ)
- 14 hours ago
- Cranbury, NJ (15 miles from Matawan, NJ)
- 14 hours ago
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in...
Private Client Banker - Franklin Park Branch - NJ Princeton Market
- Franklin Park, NJ (16 miles from Matawan, NJ)
- 1 day ago
- Franklin Park, NJ (16 miles from Matawan, 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...
Personal Banker - West Irvington
- Irvington, NJ (21 miles from Matawan, NJ)
- 2 days ago
- Irvington, NJ (21 miles from Matawan, NJ)
- 2 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 - Monroe - Part-Time
- Monroe, NJ (10 miles from Matawan, NJ)
- 2 days ago
- Monroe, NJ (10 miles from Matawan, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Rumson - Full-time
- Rumson, NJ (13 miles from Matawan, NJ)
- 2 days ago
- Rumson, NJ (13 miles from Matawan, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Jamesburg (Full-time)
- Jamesburg, NJ (10 miles from Matawan, NJ)
- 2 days ago
- Jamesburg, NJ (10 miles from Matawan, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - Hillsborough - Full-Time
- Hillsborough, NJ (23 miles from Matawan, NJ)
- 2 days ago
- Hillsborough, NJ (23 miles from Matawan, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Private Client Financial Advisor - Newark, NJ. Job in Newark Gr8Jobs
- Newark, NJ (22 miles from Matawan, NJ)
- 2 days ago
- Newark, NJ (22 miles from Matawan, NJ)
- 2 days 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 (23 miles from Matawan, NJ)
- 2 days ago
- Jersey City, NJ (23 miles from Matawan, NJ)
- 2 days 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 WorkPersonal Banker Bilingual Spanish Bayonne
- Bayonne, NJ (19 miles from Matawan, NJ)
- 2 days ago
- Bayonne, NJ (19 miles from Matawan, NJ)
- 2 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....
- Middletown, NJ (7 miles from Matawan, NJ)
- 3 days ago
- Middletown, NJ (7 miles from Matawan, 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....
- Brooklyn, NY (23 miles from Matawan, NJ)
- 3 days ago
- Brooklyn, NY (23 miles from Matawan, NJ)
- 3 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....
Demographic Data for Matawan, NJ
Moving to Matawan, NJ? Find some basic demographic data about Matawan, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Matawan, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Matawan, 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
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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