Personal Banker Jobs in Middletown, 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.
Personal Banker - Brick - Full-Time
- Brick, NJ (24 miles from Middletown, NJ)
- 1 hour ago
- Brick, NJ (24 miles from Middletown, NJ)
- 1 hour ago
office conditions in a retail-banking establishment....
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Jamesburg, NJ (16 miles from Middletown, NJ)
- 10 hours ago
- Jamesburg, NJ (16 miles from Middletown, NJ)
- 10 hours ago
As a branch banker within PNC's retail banking organization, you will be based in Monroe Township, NJ....
Personal Banker SAFE Act - South Ozone Park Branch
- South Ozone Park, NY (24 miles from Middletown, NJ)
- 3 days ago
- South Ozone Park, NY (24 miles from Middletown, 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....
Private Client Banker - New Build - Boerum Hill - Brooklyn, NY
- Brooklyn, NY (21 miles from Middletown, NJ)
- 4 days ago
- Brooklyn, NY (21 miles from Middletown, NJ)
- 4 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...
- Wall Township, NJ (16 miles from Middletown, NJ)
- 4 days ago
- Wall Township, NJ (16 miles from Middletown, 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....
- Brooklyn, NY (21 miles from Middletown, NJ)
- 5 days ago
- Brooklyn, NY (21 miles from Middletown, NJ)
- 5 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 - North Brunswick - Full-Time
- North Brunswick, NJ (19 miles from Middletown, NJ)
- 6 days ago
- North Brunswick, NJ (19 miles from Middletown, NJ)
- 6 days ago
office conditions in a retail-banking establishment....
- Newark, NJ (23 miles from Middletown, NJ)
- 6 days ago
- Newark, NJ (23 miles from Middletown, NJ)
- 6 days ago
As a Full Time Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in our Liberty branch in Newark, NJ....
Financial Advisor-Southern Ocean County, NJ
- Ocean, NJ (10 miles from Middletown, NJ)
- 10 days ago
- Ocean, NJ (10 miles from Middletown, NJ)
- 10 days 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 at Borough Park
- Brooklyn, NY (21 miles from Middletown, NJ)
- 11 days ago
- Brooklyn, NY (21 miles from Middletown, NJ)
- 11 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....
- New Brunswick, NJ (18 miles from Middletown, NJ)
- 12 days ago
- New Brunswick, NJ (18 miles from Middletown, NJ)
- 12 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
- Staten Island, NY (15 miles from Middletown, NJ)
- 12 days ago
- Staten Island, NY (15 miles from Middletown, NJ)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NY (24 miles from Middletown, NJ)
- 13 days ago
- Ridgewood, NY (24 miles from Middletown, NJ)
- 13 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (21 miles from Middletown, NJ)
- 13 days ago
- Brooklyn, NY (21 miles from Middletown, NJ)
- 13 days ago
management business development techniques, products, services and overall industry....
Demographic Data for Middletown, NJ
Moving to Middletown, NJ? Find some basic demographic data about Middletown, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middletown, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middletown, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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