Personal Banker Jobs in Middlesex, 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.
- Parsippany, NJ (19 miles from Middlesex, NJ)
- 1 day ago
- Parsippany, NJ (19 miles from Middlesex, NJ)
- 1 day ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (8 miles from Middlesex, NJ)
- 2 days ago
- Scotch Plains, NJ (8 miles from Middlesex, NJ)
- 2 days ago
management business development techniques, products, services and overall industry....
- Linden, NJ (13 miles from Middlesex, NJ)
- 2 days ago
- Linden, NJ (13 miles from Middlesex, NJ)
- 2 days ago
Banker job family....
Roving Personal Banker Essex County District
- Union, NJ (14 miles from Middlesex, NJ)
- 2 days ago
- Union, NJ (14 miles from Middlesex, NJ)
- 2 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
Personal Banker SAFE Act - Staten Island Area
- Staten Island, NY (21 miles from Middlesex, NJ)
- 3 days ago
- Staten Island, NY (21 miles from Middlesex, 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....
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (23 miles from Middlesex, NJ)
- 3 days ago
- Lawrence, NJ (23 miles from Middlesex, NJ)
- 3 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
- Bedminster, NJ (11 miles from Middlesex, NJ)
- 3 days ago
- Bedminster, NJ (11 miles from Middlesex, NJ)
- 3 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Life Sciences Client Relationship Manager
- Bridgewater, NJ (6 miles from Middlesex, NJ)
- 3 days ago
- Bridgewater, NJ (6 miles from Middlesex, NJ)
- 3 days ago
Client Relationship Manager - Life Sciences Location: New York, NY and New Jersey geographic areas Overview The Life Sciences IT Client Relationship Manager is a key contributor to the commercial...
Financial Advisor - Centralized, Staten Island, NY
- Staten Island, NY (21 miles from Middlesex, NJ)
- 3 days ago
- Staten Island, NY (21 miles from Middlesex, NJ)
- 3 days 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...
- Warren, NJ (3 miles from Middlesex, NJ)
- 4 days ago
- Warren, NJ (3 miles from Middlesex, NJ)
- 4 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 (23 miles from Middlesex, NJ)
- 4 days ago
- Middletown, NJ (23 miles from Middlesex, NJ)
- 4 days ago
Personal Banker Lincroft 3.6 3.6 out of 5 stars 600 Newman Springs Road, Lincroft, NJ 07738 Why Wells Fargo: Are you looking for more? Find it here....
- Woodbridge, NJ (10 miles from Middlesex, NJ)
- 5 days ago
- Woodbridge, NJ (10 miles from Middlesex, NJ)
- 5 days ago
Responsibilities include, but are not limited to: Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently....
Private Client Banker- Somerset, NJ
- Somerset, NJ (5 miles from Middlesex, NJ)
- 5 days ago
- Somerset, NJ (5 miles from Middlesex, NJ)
- 5 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...
Client Relationship Manager - New Jersey
- Jersey City, NJ (24 miles from Middlesex, NJ)
- 8 days ago
- Jersey City, NJ (24 miles from Middlesex, NJ)
- 8 days ago
Client Relationship Manager Indianapolis, In About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the...
- Roxbury Township, NJ (21 miles from Middlesex, NJ)
- 8 days ago
- Roxbury Township, NJ (21 miles from Middlesex, NJ)
- 8 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 Middlesex, NJ
Moving to Middlesex, NJ? Find some basic demographic data about Middlesex, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middlesex, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middlesex, 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- 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 »