Personal Banker Jobs in Port Monmouth, 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 SAFE Act - Brooklyn East Area
- New York, NY (22 miles from Port Monmouth, NJ)
- 8 hours ago
- New York, NY (22 miles from Port Monmouth, NJ)
- 8 hours 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 (22 miles from Port Monmouth, NJ)
- 1 day ago
- New York, NY (22 miles from Port Monmouth, NJ)
- 1 day ago
Banker job family....
- Forest Hills, NY (24 miles from Port Monmouth, NJ)
- 1 day ago
- Forest Hills, NY (24 miles from Port Monmouth, NJ)
- 1 day ago
Banker job family....
- New Brunswick, NJ (18 miles from Port Monmouth, NJ)
- 1 day ago
- New Brunswick, NJ (18 miles from Port Monmouth, NJ)
- 1 day ago
As a branch banker within PNC's retail banking organization, you will be based in New Brunswick, NJ....
- Lyndhurst, NJ (24 miles from Port Monmouth, NJ)
- 1 day ago
- Lyndhurst, NJ (24 miles from Port Monmouth, NJ)
- 1 day 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...
- Hoboken, NJ (22 miles from Port Monmouth, NJ)
- 1 day ago
- Hoboken, NJ (22 miles from Port Monmouth, NJ)
- 1 day 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...
Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth
- New York, NY (22 miles from Port Monmouth, NJ)
- 2 days ago
- New York, NY (22 miles from Port Monmouth, NJ)
- 2 days ago
Basic information Job Name: Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth Location: Remote Line of Business: Investor Relations Job Function:...
Personal Banker Oak Park South Plainfield Branch
- South Plainfield, NJ (19 miles from Port Monmouth, NJ)
- 2 days ago
- South Plainfield, NJ (19 miles from Port Monmouth, 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 Upper Manhattan
- New York, NY (22 miles from Port Monmouth, NJ)
- 2 days ago
- New York, NY (22 miles from Port Monmouth, 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....
- New York, NY (22 miles from Port Monmouth, NJ)
- 2 days ago
- New York, NY (22 miles from Port Monmouth, NJ)
- 2 days ago
We're seeking an experienced and relationship-driven Client Relationship Manager to join our team. As a key member of our client services department, you'll be responsible for building and...
Personal Banker SAFE Act - South Ozone Park Branch
- New York, NY (22 miles from Port Monmouth, NJ)
- 3 days ago
- New York, NY (22 miles from Port Monmouth, 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....
- Middletown, NJ (2 miles from Port Monmouth, NJ)
- 3 days ago
- Middletown, NJ (2 miles from Port Monmouth, NJ)
- 3 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....
Personal Banker SAFE Act - South Ozone Park Branch
- Jamaica, NY (23 miles from Port Monmouth, NJ)
- 5 days ago
- Jamaica, NY (23 miles from Port Monmouth, NJ)
- 5 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....
Private Client Banker - New Build - Boerum Hill - Brooklyn, NY
- Brooklyn, NY (19 miles from Port Monmouth, NJ)
- 7 days ago
- Brooklyn, NY (19 miles from Port Monmouth, NJ)
- 7 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...
Personal Banker - New York, NY
- New York, NY (22 miles from Port Monmouth, NJ)
- 8 days ago
- New York, NY (22 miles from Port Monmouth, NJ)
- 8 days ago
ApplyJob OverviewAs a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating...
Demographic Data for Port Monmouth, NJ
Moving to Port Monmouth, NJ? Find some basic demographic data about Port Monmouth, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Monmouth, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Monmouth, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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