Personal Banker Jobs in Perth Amboy, 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.
Client Relationship Manager - NY, CT, NJ
- New York, NY (21 miles from Perth Amboy, NJ)
- 21 hours ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 21 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00081854 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker SAFE Act - 18th Avenue Branch
- New York, NY (21 miles from Perth Amboy, NJ)
- 1 day ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 1 day 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....
HCM Client Service Consultant (HR/Payroll) Preferred Bilingual English/Spanish
- Parsippany, NJ (23 miles from Perth Amboy, NJ)
- 1 day ago
- Parsippany, NJ (23 miles from Perth Amboy, NJ)
- 1 day ago
264232 Date: 05/01/2025 Service HCM CLIENT SERVICE CONSULTANT (HR/PAYROLL) PREFERRED BILINGUAL ENGLISH/SPANISH Alpharetta, Georgia, United States , Description ADP is hiring a Client Service...
Roving Personal Banker- Northwest NJ District
- Parsippany, NJ (23 miles from Perth Amboy, NJ)
- 1 day ago
- Parsippany, NJ (23 miles from Perth Amboy, NJ)
- 1 day 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....
Personal Banker SAFE Act - Montague Street Branch
- Brooklyn Heights, NY (19 miles from Perth Amboy, NJ)
- 1 day ago
- Brooklyn Heights, NY (19 miles from Perth Amboy, NJ)
- 1 day 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....
Personal Banker SAFE Act - 90 Park Avenue Branch
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 days ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 2 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....
Associate Personal Banker Millburn
- Millburn, NJ (14 miles from Perth Amboy, NJ)
- 2 days ago
- Millburn, NJ (14 miles from Perth Amboy, NJ)
- 2 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....
- Hoboken, NJ (20 miles from Perth Amboy, NJ)
- 2 days ago
- Hoboken, NJ (20 miles from Perth Amboy, NJ)
- 2 days 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...
Personal Banker - Wood-Ridge, NJ
- Basking Ridge, NJ (18 miles from Perth Amboy, NJ)
- 2 days ago
- Basking Ridge, NJ (18 miles from Perth Amboy, NJ)
- 2 days ago
Back Personal Banker #25-397 Wood-Ridge, New Jersey, United States Apply Apply for this job now!...
- Union, NJ (11 miles from Perth Amboy, NJ)
- 2 days ago
- Union, NJ (11 miles from Perth Amboy, NJ)
- 2 days 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...
Client Relationship Manager - Insurance
- Jersey City, NJ (17 miles from Perth Amboy, NJ)
- 3 days ago
- Jersey City, NJ (17 miles from Perth Amboy, NJ)
- 3 days 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 (19 miles from Perth Amboy, NJ)
- 3 days ago
- Belleville, NJ (19 miles from Perth Amboy, NJ)
- 3 days ago
office conditions in a retail-banking establishment....
Private Client Banker - Fifth Ave and 27th - New York, NY
- New York, NY (21 miles from Perth Amboy, NJ)
- 3 days ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 3 days 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 (21 miles from Perth Amboy, NJ)
- 3 days ago
- New York, NY (21 miles from Perth Amboy, NJ)
- 3 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Bilingual Spanish Carteret Branch
- Carteret, NJ (4 miles from Perth Amboy, NJ)
- 3 days ago
- Carteret, NJ (4 miles from Perth Amboy, NJ)
- 3 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....
Demographic Data for Perth Amboy, NJ
Moving to Perth Amboy, NJ? Find some basic demographic data about Perth Amboy, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Perth Amboy, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Perth Amboy, 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
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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