Personal Banker Jobs in Morristown, 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.
- Hackettstown, NJ (18 miles from Morristown, NJ)
- 1 day ago
- Hackettstown, NJ (18 miles from Morristown, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker - Paramus 4 Branch, Bilingual Spanish Speaking Preferred
- Paramus, NJ (24 miles from Morristown, NJ)
- 3 days ago
- Paramus, NJ (24 miles from Morristown, 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 - Summit, NJ - NJ Morris County Market
- Summit, NJ (8 miles from Morristown, NJ)
- 3 days ago
- Summit, NJ (8 miles from Morristown, NJ)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Northern Middlesex District Roving Personal Banker Bilingual Spanish
- East Brunswick, NJ (24 miles from Morristown, NJ)
- 3 days ago
- East Brunswick, NJ (24 miles from Morristown, NJ)
- 3 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....
- Branchburg, NJ (21 miles from Morristown, NJ)
- 6 days ago
- Branchburg, NJ (21 miles from Morristown, NJ)
- 6 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker - Fairfield, NJ
- Fairfield, NJ (12 miles from Morristown, NJ)
- 7 days ago
- Fairfield, NJ (12 miles from Morristown, NJ)
- 7 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Personal Banker Delaware South Area
- Newark, NJ (17 miles from Morristown, NJ)
- 7 days ago
- Newark, NJ (17 miles from Morristown, 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 Northern Middlesex District (Evergreen)
- Metuchen, NJ (18 miles from Morristown, NJ)
- 7 days ago
- Metuchen, NJ (18 miles from Morristown, 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 Spanish North Elizabeth Branch
- Elizabeth, NJ (18 miles from Morristown, NJ)
- 8 days ago
- Elizabeth, NJ (18 miles from Morristown, NJ)
- 8 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....
Financial Advisor - Northern New Jersey
- Fair Lawn, NJ (22 miles from Morristown, NJ)
- 8 days ago
- Fair Lawn, NJ (22 miles from Morristown, NJ)
- 8 days ago
Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the...
Remote WorkBilingual Spanish Personal Banker
- Franklin Lakes, NJ (21 miles from Morristown, NJ)
- 11 days ago
- Franklin Lakes, NJ (21 miles from Morristown, NJ)
- 11 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
Private Client Banker- West Orange, NJ - NJ Passaic Essex Market
- West Orange, NJ (12 miles from Morristown, NJ)
- 11 days ago
- West Orange, NJ (12 miles from Morristown, NJ)
- 11 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor-Union County/Springfield, NJ area
- Bernardsville, NJ (6 miles from Morristown, NJ)
- 11 days ago
- Bernardsville, NJ (6 miles from Morristown, NJ)
- 11 days ago
Work Location:** Bernardsville, New Jersey, United States of America **Hours:** 40 **Pay Details:** $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation...
- Roxbury Township, NJ (11 miles from Morristown, NJ)
- 11 days ago
- Roxbury Township, NJ (11 miles from Morristown, NJ)
- 11 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....
Demographic Data for Morristown, NJ
Moving to Morristown, NJ? Find some basic demographic data about Morristown, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morristown, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morristown, 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
- 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
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- 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 »