Personal Banker Jobs in Phillipsburg, 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.
Roving Personal Banker North West District
- Hackettstown, NJ (20 miles from Phillipsburg, NJ)
- 5 days ago
- Hackettstown, NJ (20 miles from Phillipsburg, NJ)
- 5 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....
- Bethlehem, PA (14 miles from Phillipsburg, NJ)
- 5 days ago
- Bethlehem, PA (14 miles from Phillipsburg, NJ)
- 5 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
- Hackettstown, NJ (20 miles from Phillipsburg, NJ)
- 11 days ago
- Hackettstown, NJ (20 miles from Phillipsburg, 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....
Merrill Experienced Financial Advisor
- Allentown, PA (18 miles from Phillipsburg, NJ)
- 14 days ago
- Allentown, PA (18 miles from Phillipsburg, NJ)
- 14 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....
- Center Valley, PA (17 miles from Phillipsburg, NJ)
- 15 days ago
- Center Valley, PA (17 miles from Phillipsburg, NJ)
- 15 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Private Client Banker - New Hope, PA (New Build)
- New Hope, PA (24 miles from Phillipsburg, NJ)
- 17 days ago
- New Hope, PA (24 miles from Phillipsburg, NJ)
- 17 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...
Client Relationship Manager - Insurance - New Jersey
- Whitehouse, NJ (20 miles from Phillipsburg, NJ)
- 19 days ago
- Whitehouse, NJ (20 miles from Phillipsburg, NJ)
- 19 days ago
Client Relationship Manager Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact...
- Allentown, PA (18 miles from Phillipsburg, NJ)
- 20 days ago
- Allentown, PA (18 miles from Phillipsburg, NJ)
- 20 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...
- Allentown, PA (22 miles from Phillipsburg, NJ)
- 20 days ago
- Allentown, PA (22 miles from Phillipsburg, NJ)
- 20 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...
Client Relationship Manager - Insurance
- Whitehouse Station, NJ (19 miles from Phillipsburg, NJ)
- 30+ days ago
- Whitehouse Station, NJ (19 miles from Phillipsburg, NJ)
- 30+ 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....
Personal Banker: Bethlehem Branch
- Bethlehem, PA (14 miles from Phillipsburg, NJ)
- 30+ days ago
- Bethlehem, PA (14 miles from Phillipsburg, NJ)
- 30+ days ago
Job Details Job Location Bethlehem, PA Position Type Full Time Salary Range $16.00 - $18.00 Hourly Description
- Gladstone, NJ (23 miles from Phillipsburg, NJ)
- 60+ days ago
- Gladstone, NJ (23 miles from Phillipsburg, NJ)
- 60+ days ago
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and...
Demographic Data for Phillipsburg, NJ
Moving to Phillipsburg, NJ? Find some basic demographic data about Phillipsburg, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Phillipsburg, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Phillipsburg, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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