Personal Banker Jobs in Oceanport, 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 Rover Southern Monmouth
- Long Branch, NJ (1 mile from Oceanport, NJ)
- moments ago
- Long Branch, NJ (1 mile from Oceanport, NJ)
- moments 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....
Senior Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (21 miles from Oceanport, NJ)
- 1 day ago
- Jamesburg, NJ (21 miles from Oceanport, NJ)
- 1 day ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - South River - Full-Time
- South River, NJ (21 miles from Oceanport, NJ)
- 1 day ago
- South River, NJ (21 miles from Oceanport, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Monroe - Full-Time
- Monroe, NJ (21 miles from Oceanport, NJ)
- 1 day ago
- Monroe, NJ (21 miles from Oceanport, NJ)
- 1 day ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Financial Advisor-Toms River, NJ
- Toms River, NJ (23 miles from Oceanport, NJ)
- 5 days ago
- Toms River, NJ (23 miles from Oceanport, NJ)
- 5 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - Brick - Full-Time
- Brick, NJ (19 miles from Oceanport, NJ)
- 7 days ago
- Brick, NJ (19 miles from Oceanport, NJ)
- 7 days ago
office conditions in a retail-banking establishment....
- Middletown, NJ (7 miles from Oceanport, NJ)
- 7 days ago
- Middletown, NJ (7 miles from Oceanport, NJ)
- 7 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....
- Jamesburg, NJ (21 miles from Oceanport, NJ)
- 7 days ago
- Jamesburg, NJ (21 miles from Oceanport, NJ)
- 7 days ago
As a branch banker within PNC's retail banking organization, you will be based in Monroe Township, NJ....
Financial Advisor-Southern Ocean County, NJ
- Ocean, NJ (4 miles from Oceanport, NJ)
- 17 days ago
- Ocean, NJ (4 miles from Oceanport, NJ)
- 17 days ago
management business development techniques- Strong understanding and experience interacting with retail and small business banking clients- Consultative sales experience required- Demonstrated ability...
- Staten Island, NY (21 miles from Oceanport, NJ)
- 19 days ago
- Staten Island, NY (21 miles from Oceanport, NJ)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Freehold, NJ (15 miles from Oceanport, NJ)
- 22 days ago
- Freehold, NJ (15 miles from Oceanport, NJ)
- 22 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
- Woodbridge, NJ (21 miles from Oceanport, NJ)
- 24 days ago
- Woodbridge, NJ (21 miles from Oceanport, NJ)
- 24 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....
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (23 miles from Oceanport, NJ)
- 30+ days ago
- Jackson, NJ (23 miles from Oceanport, NJ)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Roving Personal Banker - Northern Monmouth District
- Monmouth Beach, NJ (2 miles from Oceanport, NJ)
- 30+ days ago
- Monmouth Beach, NJ (2 miles from Oceanport, NJ)
- 30+ 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....
- Woodbridge, NJ (21 miles from Oceanport, NJ)
- 30+ days ago
- Woodbridge, NJ (21 miles from Oceanport, NJ)
- 30+ days ago
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a...
Demographic Data for Oceanport, NJ
Moving to Oceanport, NJ? Find some basic demographic data about Oceanport, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oceanport, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oceanport, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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