Personal Banker Jobs in Montvale, 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 SAFE Act - Manhattan Square Area
- New York, NY (21 miles from Montvale, NJ)
- 2 hours ago
- New York, NY (21 miles from Montvale, NJ)
- 2 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....
Private Client Financial Advisor - Queens, NY
- New York, NY (21 miles from Montvale, NJ)
- 5 hours ago
- New York, NY (21 miles from Montvale, NJ)
- 5 hours ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Banker - Broadway and 79th St. - New York, NY
- New York, NY (21 miles from Montvale, NJ)
- 5 hours ago
- New York, NY (21 miles from Montvale, NJ)
- 5 hours ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Parsippany, NJ (23 miles from Montvale, NJ)
- 11 hours ago
- Parsippany, NJ (23 miles from Montvale, 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....
- New Milford, NJ (8 miles from Montvale, NJ)
- 11 hours ago
- New Milford, NJ (8 miles from Montvale, NJ)
- 11 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Livingston, NJ (23 miles from Montvale, NJ)
- 11 hours ago
- Livingston, NJ (23 miles from Montvale, NJ)
- 11 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- White Plains, NY (14 miles from Montvale, NJ)
- 5 days ago
- White Plains, NY (14 miles from Montvale, NJ)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker SAFE Act - Manhattan Uptown Area
- New York, NY (21 miles from Montvale, NJ)
- 5 days ago
- New York, NY (21 miles from Montvale, NJ)
- 5 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 - Pelham Manor Branch, Bilingual Spanish Speaking Preferred
- Pelham, NY (16 miles from Montvale, NJ)
- 5 days ago
- Pelham, NY (16 miles from Montvale, NJ)
- 5 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 SAFE Act - Bilingual English/Mandarin or Cantonese Preferred- Chinatown NY
- Chinatown, NY (23 miles from Montvale, NJ)
- 5 days ago
- Chinatown, NY (23 miles from Montvale, NJ)
- 5 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 - FIT Seventh Ave - New York, NY
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Paramus 4 Branch, Bilingual Spanish Speaking Preferred
- Paramus, NJ (7 miles from Montvale, NJ)
- 6 days ago
- Paramus, NJ (7 miles from Montvale, NJ)
- 6 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....
Business Consulting-Core Banking Consultant (Japanese languages is must)
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
Business Consulting-Core Banking Consultant (Japanese languages is must) Role: Business Consulting- Core Banking Consultant Location: New York, NY [One Day/week onsite is must] Required...
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
- New York, NY (21 miles from Montvale, NJ)
- 6 days ago
Company DescriptionSince 1828, Guerlain - an iconic luxury French Perfume & Cosmetics brand, part of the LVMH Group - has explored, innovated and perfected its Fragrance, Skincare and Makeup...
Senior Personal Banker - Teaneck - Full-time
- Teaneck, NJ (11 miles from Montvale, NJ)
- 7 days ago
- Teaneck, NJ (11 miles from Montvale, NJ)
- 7 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Montvale, NJ
Moving to Montvale, NJ? Find some basic demographic data about Montvale, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Montvale, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Montvale, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »