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 Bilingual Northern Middlesex
- Edison, NJ (17 miles from Middletown, NJ)
- 1 hour ago
- Edison, NJ (17 miles from Middletown, NJ)
- 1 hour 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....
Financial Advisor - Shrewsbury, MA
- Little Silver, NJ (5 miles from Middletown, NJ)
- 4 hours ago
- Little Silver, NJ (5 miles from Middletown, NJ)
- 4 hours ago
management business development techniques, products, services and overall industry....
Senior Personal Banker - Shrewsbury - Full-time
- Shrewsbury, NJ (5 miles from Middletown, NJ)
- 12 hours ago
- Shrewsbury, NJ (5 miles from Middletown, NJ)
- 12 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - Harrison, NJ
- Harrison, NJ (24 miles from Middletown, NJ)
- 2 days ago
- Harrison, NJ (24 miles from Middletown, NJ)
- 2 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.- Detail oriented, strong organizational...
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (22 miles from Middletown, NJ)
- 2 days ago
- Jersey City, NJ (22 miles from Middletown, 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 - Ocean Grove - Part-Time
- Ocean Grove, NJ (13 miles from Middletown, NJ)
- 2 days ago
- Ocean Grove, NJ (13 miles from Middletown, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
- Brooklyn, NY (21 miles from Middletown, NJ)
- 3 days ago
- Brooklyn, NY (21 miles from Middletown, 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....
Personal Banker Rover Southern Monmouth
- Ocean, NJ (10 miles from Middletown, NJ)
- 6 days ago
- Ocean, NJ (10 miles from Middletown, NJ)
- 6 days ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Senior Personal Banker - Fanwood - Full-time
- Fanwood, NJ (22 miles from Middletown, NJ)
- 6 days ago
- Fanwood, NJ (22 miles from Middletown, NJ)
- 6 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Neptune, NJ (12 miles from Middletown, NJ)
- 6 days ago
- Neptune, NJ (12 miles from Middletown, NJ)
- 6 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Neptune, New Jersey, at the West Grove Branch....
Personal Banker - Hoboken Branch
- Hoboken, NJ (24 miles from Middletown, NJ)
- 7 days ago
- Hoboken, NJ (24 miles from Middletown, NJ)
- 7 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....
Personal Banker Bilingual Perth Amboy
- Perth Amboy, NJ (12 miles from Middletown, NJ)
- 7 days ago
- Perth Amboy, NJ (12 miles from Middletown, NJ)
- 7 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 Bilingual Woodbridge
- Woodbridge, NJ (14 miles from Middletown, NJ)
- 7 days ago
- Woodbridge, NJ (14 miles from Middletown, NJ)
- 7 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....
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (23 miles from Middletown, NJ)
- 8 days ago
- Newark, NJ (23 miles from Middletown, NJ)
- 8 days ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
- Newark, NJ (23 miles from Middletown, NJ)
- 8 days ago
- Newark, NJ (23 miles from Middletown, NJ)
- 8 days ago
Banker job family....
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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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