Personal Banker Jobs in Plainfield, 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 Dover and Succasunna Branches
- Succasunna, NJ (20 miles from Plainfield, NJ)
- 19 hours ago
- Succasunna, NJ (20 miles from Plainfield, NJ)
- 19 hours 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....
Senior Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (19 miles from Plainfield, NJ)
- 20 hours ago
- Jamesburg, NJ (19 miles from Plainfield, NJ)
- 20 hours 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 (12 miles from Plainfield, NJ)
- 20 hours ago
- South River, NJ (12 miles from Plainfield, NJ)
- 20 hours ago
office conditions in a retail-banking establishment....
Personal Banker - Dunellen - Full-Time
- Dunellen, NJ (3 miles from Plainfield, NJ)
- 20 hours ago
- Dunellen, NJ (3 miles from Plainfield, NJ)
- 20 hours ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Monroe - Full-Time
- Monroe, NJ (19 miles from Plainfield, NJ)
- 20 hours ago
- Monroe, NJ (19 miles from Plainfield, NJ)
- 20 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Princeton, NJ (20 miles from Plainfield, NJ)
- 1 day ago
- Princeton, NJ (20 miles from Plainfield, NJ)
- 1 day ago
As a branch banker within PNC's retail banking organization, you will be based in Princeton, NJ....
Personal Financial Representative-NY
- New York, NY (24 miles from Plainfield, NJ)
- 2 days ago
- New York, NY (24 miles from Plainfield, NJ)
- 2 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Borough Park/Brooklyn, NY
- New York, NY (24 miles from Plainfield, NJ)
- 2 days ago
- New York, NY (24 miles from Plainfield, NJ)
- 2 days ago
management business development techniques, products, services and overall industry....
- New York, NY (24 miles from Plainfield, NJ)
- 2 days ago
- New York, NY (24 miles from Plainfield, 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....
Personal Banker SAFE Act - Brooklyn East Area
- New York, NY (24 miles from Plainfield, NJ)
- 3 days ago
- New York, NY (24 miles from Plainfield, 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....
Personal Banker Associate I (Okeechobee Blvd in West Palm Beach) - DeNovo
- New York, NY (24 miles from Plainfield, NJ)
- 4 days ago
- New York, NY (24 miles from Plainfield, NJ)
- 4 days ago
Banker job family....
- New Brunswick, NJ (9 miles from Plainfield, NJ)
- 4 days ago
- New Brunswick, NJ (9 miles from Plainfield, NJ)
- 4 days ago
As a branch banker within PNC's retail banking organization, you will be based in New Brunswick, NJ....
- Dover, NJ (22 miles from Plainfield, NJ)
- 4 days ago
- Dover, NJ (22 miles from Plainfield, NJ)
- 4 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....
- Lyndhurst, NJ (20 miles from Plainfield, NJ)
- 5 days ago
- Lyndhurst, NJ (20 miles from Plainfield, NJ)
- 5 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
Personal Banker Bilingual (SPANISH) Morristown
- Morristown, NJ (11 miles from Plainfield, NJ)
- 5 days ago
- Morristown, NJ (11 miles from Plainfield, NJ)
- 5 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 Plainfield, NJ
Moving to Plainfield, NJ? Find some basic demographic data about Plainfield, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plainfield, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plainfield, 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
- Mutual Funds
- 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
- 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
- Interpersonal Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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