Personal Banker Jobs in Moonachie, 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.
Financial Advisor - Paid Training Provided
- Fresh Meadows, NY (15 miles from Moonachie, NJ)
- 1 day ago
- Fresh Meadows, NY (15 miles from Moonachie, NJ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Career Change Opportunity
- Pompton Lakes, NJ (16 miles from Moonachie, NJ)
- 21 hours ago
- Pompton Lakes, NJ (16 miles from Moonachie, NJ)
- 21 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Ramsey, NJ (15 miles from Moonachie, NJ)
- moments ago
- Ramsey, NJ (15 miles from Moonachie, NJ)
- moments 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...
Personal Banker SAFE Act - 18th Avenue Branch
- Brooklyn, NY (10 miles from Moonachie, NJ)
- 5 hours ago
- Brooklyn, NY (10 miles from Moonachie, NJ)
- 5 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....
Associate Personal Banker Millburn
- Millburn, NJ (14 miles from Moonachie, NJ)
- 5 hours ago
- Millburn, NJ (14 miles from Moonachie, NJ)
- 5 hours 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....
- Hoboken, NJ (6 miles from Moonachie, NJ)
- 14 hours ago
- Hoboken, NJ (6 miles from Moonachie, NJ)
- 14 hours ago
to complete the company sponsored required FINRA licenses and registrations and enter PEP S table Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth...
- Union, NJ (14 miles from Moonachie, NJ)
- 14 hours ago
- Union, NJ (14 miles from Moonachie, NJ)
- 14 hours ago
Financial Advisor Prudential Financial Easton, Pennsylvania, United States (On-site) Save Apply About the job About the Company Take your career to the next level at Prudential Advisors! Change...
Personal Banker - Twp of Washington, NJ
- Township of Washington, NJ (10 miles from Moonachie, NJ)
- 15 hours ago
- Township of Washington, NJ (10 miles from Moonachie, NJ)
- 15 hours ago
Back Personal Banker #25-334 Twp of Washington, New Jersey, United States Apply Apply for this job now!...
Bilingual Korean Personal Banker
- Leonia, NJ (3 miles from Moonachie, NJ)
- 16 hours ago
- Leonia, NJ (3 miles from Moonachie, NJ)
- 16 hours ago
As a FT Branch Banker within PNC's Bergen Region Retail Banking organization, you will be based in Leonia, NJ. Bilingual Fluency in both English and Korean is required....
Personal Banker Englewood Branch
- Englewood, NJ (5 miles from Moonachie, NJ)
- 16 hours ago
- Englewood, NJ (5 miles from Moonachie, NJ)
- 16 hours 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....
- Bronx, NY (7 miles from Moonachie, NJ)
- 18 hours ago
- Bronx, NY (7 miles from Moonachie, NJ)
- 18 hours ago
OceanFirst Bank is seeking a new Personal Banker at our Woodlawn, NY branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
Client Relationship Manager - Insurance
- Jersey City, NJ (7 miles from Moonachie, NJ)
- 19 hours ago
- Jersey City, NJ (7 miles from Moonachie, NJ)
- 19 hours ago
Client Relationship Manager About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our...
Personal Banker - Belleville - Full-time
- Belleville, NJ (6 miles from Moonachie, NJ)
- 19 hours ago
- Belleville, NJ (6 miles from Moonachie, NJ)
- 19 hours ago
office conditions in a retail-banking establishment....
Private Client Banker - Fifth Ave and 27th - New York, NY
- New York, NY (6 miles from Moonachie, NJ)
- 19 hours ago
- New York, NY (6 miles from Moonachie, NJ)
- 19 hours ago
JobID: 210622370 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-01T13:00:40+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Merrill Team Financial Advisor
- New York, NY (6 miles from Moonachie, NJ)
- 23 hours ago
- New York, NY (6 miles from Moonachie, NJ)
- 23 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Moonachie, NJ
Moving to Moonachie, NJ? Find some basic demographic data about Moonachie, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Moonachie, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Moonachie, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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