Personal Banker Jobs in Morris Plains, 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.
Private Client Banker- Somerset, NJ
- Franklin, NJ (19 miles from Morris Plains, NJ)
- 6 hours ago
- Franklin, NJ (19 miles from Morris Plains, NJ)
- 6 hours ago
Private Client Banker- Somerset, NJ Somerset, NJ, United States JOB INFORMATION Job Identification 210618286 Job Category Private Client Bankers Business Unit Consumer & Community Banking Posting...
Roving Personal Banker Essex County District
- Elizabeth, NJ (20 miles from Morris Plains, NJ)
- 11 hours ago
- Elizabeth, NJ (20 miles from Morris Plains, NJ)
- 11 hours 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....
- Warren, NJ (14 miles from Morris Plains, NJ)
- 11 hours ago
- Warren, NJ (14 miles from Morris Plains, NJ)
- 11 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....
- Woodbridge, NJ (22 miles from Morris Plains, NJ)
- 1 day ago
- Woodbridge, NJ (22 miles from Morris Plains, NJ)
- 1 day 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....
Bilingual Spanish Personal Banker
- Garfield, NJ (19 miles from Morris Plains, NJ)
- 1 day ago
- Garfield, NJ (19 miles from Morris Plains, NJ)
- 1 day ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Private Client Banker- Somerset, NJ
- Somerset, NJ (23 miles from Morris Plains, NJ)
- 2 days ago
- Somerset, NJ (23 miles from Morris Plains, NJ)
- 2 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...
Senior Personal Banker - Mendham - Full-time
- Mendham, NJ (6 miles from Morris Plains, NJ)
- 2 days ago
- Mendham, NJ (6 miles from Morris Plains, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Client Relationship Manager - New Jersey
- Jersey City, NJ (23 miles from Morris Plains, NJ)
- 4 days ago
- Jersey City, NJ (23 miles from Morris Plains, NJ)
- 4 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...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (21 miles from Morris Plains, NJ)
- 5 days ago
- Ridgewood, NJ (21 miles from Morris Plains, NJ)
- 5 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...
- Roxbury Township, NJ (11 miles from Morris Plains, NJ)
- 5 days ago
- Roxbury Township, NJ (11 miles from Morris Plains, NJ)
- 5 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....
- Piscataway, NJ (20 miles from Morris Plains, NJ)
- 5 days ago
- Piscataway, NJ (20 miles from Morris Plains, NJ)
- 5 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 - West Orange - Full-time
- West Orange, NJ (12 miles from Morris Plains, NJ)
- 5 days ago
- West Orange, NJ (12 miles from Morris Plains, NJ)
- 5 days ago
office conditions in a retail-banking establishment....
- Paterson, NJ (17 miles from Morris Plains, NJ)
- 6 days ago
- Paterson, NJ (17 miles from Morris Plains, NJ)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (23 miles from Morris Plains, NJ)
- 7 days ago
- Paramus, NJ (23 miles from Morris Plains, NJ)
- 7 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...
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (22 miles from Morris Plains, NJ)
- 7 days ago
- Woodbridge, NJ (22 miles from Morris Plains, NJ)
- 7 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Demographic Data for Morris Plains, NJ
Moving to Morris Plains, NJ? Find some basic demographic data about Morris Plains, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morris Plains, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morris Plains, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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