Personal Banker Jobs in Mountain Lakes, 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.
- Budd Lake, NJ (16 miles from Mountain Lakes, NJ)
- 4 hours ago
- Budd Lake, NJ (16 miles from Mountain Lakes, NJ)
- 4 hours ago
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Budd Lake, NJ....
- Hackensack, NJ (20 miles from Mountain Lakes, NJ)
- 7 hours ago
- Hackensack, NJ (20 miles from Mountain Lakes, NJ)
- 7 hours ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (13 miles from Mountain Lakes, NJ)
- 2 days ago
- West Milford, NJ (13 miles from Mountain Lakes, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (12 miles from Mountain Lakes, NJ)
- 2 days ago
- Newfoundland, NJ (12 miles from Mountain Lakes, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker- Spanish Speaking
- Bridgewater, NJ (22 miles from Mountain Lakes, NJ)
- 3 days ago
- Bridgewater, NJ (22 miles from Mountain Lakes, NJ)
- 3 days 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...
- Leonia, NJ (23 miles from Mountain Lakes, NJ)
- 3 days ago
- Leonia, NJ (23 miles from Mountain Lakes, NJ)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (15 miles from Mountain Lakes, NJ)
- 3 days ago
- Clifton, NJ (15 miles from Mountain Lakes, NJ)
- 3 days ago
Senior Personal Banker - Clifton, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Clifton Jun 26, 2025 Back Senior Personal Banker #25-143 Clifton, Jersey, United States...
Institutional Banking Consultant
- Bogota, NJ (21 miles from Mountain Lakes, NJ)
- 3 days ago
- Bogota, NJ (21 miles from Mountain Lakes, NJ)
- 3 days ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
- Florham Park, NJ (8 miles from Mountain Lakes, NJ)
- 5 days ago
- Florham Park, NJ (8 miles from Mountain Lakes, NJ)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (24 miles from Mountain Lakes, NJ)
- 6 days ago
- Somerville, NJ (24 miles from Mountain Lakes, NJ)
- 6 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...
Private Client Banker - Berkeley Heights Branch - NJ Middlesex Somerset Market
- Berkeley Heights, NJ (15 miles from Mountain Lakes, NJ)
- 6 days ago
- Berkeley Heights, NJ (15 miles from Mountain Lakes, NJ)
- 6 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...
Financial Advisor - Career Change Opportunity
- Florham Park, NJ (8 miles from Mountain Lakes, NJ)
- 6 days ago
- Florham Park, NJ (8 miles from Mountain Lakes, NJ)
- 6 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Morristown, NJ (8 miles from Mountain Lakes, NJ)
- 11 days ago
- Morristown, NJ (8 miles from Mountain Lakes, 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....
Payments Client Relationship Manager - FinTech & Regulated Gaming - Vice President
- Jersey City, NJ (22 miles from Mountain Lakes, NJ)
- 13 days ago
- Jersey City, NJ (22 miles from Mountain Lakes, NJ)
- 13 days ago
JobID: 210605273 Category: Relationship Sales JobSchedule: Full time Posted Date: 2025-06-15T18:17:39+00:00 JobShift: Day Base Pay/Salary: Palo Alto,CA $123,500.00-$179,000.00; Jersey City,NJ...
Client Relationship Manager - Wayne, PA
- Wayne, NJ (11 miles from Mountain Lakes, NJ)
- 14 days ago
- Wayne, NJ (11 miles from Mountain Lakes, NJ)
- 14 days ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Demographic Data for Mountain Lakes, NJ
Moving to Mountain Lakes, NJ? Find some basic demographic data about Mountain Lakes, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mountain Lakes, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mountain Lakes, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »