Personal Banker Jobs in Princeton, 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.
- Trenton, NJ (11 miles from Princeton, NJ)
- 7 hours ago
- Trenton, NJ (11 miles from Princeton, NJ)
- 7 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Personal Banker Bilingual Spanish North Plainfield
- North Plainfield, NJ (20 miles from Princeton, NJ)
- 19 hours ago
- North Plainfield, NJ (20 miles from Princeton, 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....
Personal Banker - Freehold - Full-time
- Freehold, NJ (21 miles from Princeton, NJ)
- 1 day ago
- Freehold, NJ (21 miles from Princeton, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
- Warminster, PA (24 miles from Princeton, NJ)
- 3 days ago
- Warminster, PA (24 miles from Princeton, NJ)
- 3 days ago
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales...
- Plainfield, NJ (22 miles from Princeton, NJ)
- 3 days ago
- Plainfield, NJ (22 miles from Princeton, NJ)
- 3 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Plainfield, NJ....
Financial Advisor-Union County/Springfield, NJ area
- Bernardsville, NJ (24 miles from Princeton, NJ)
- 3 days ago
- Bernardsville, NJ (24 miles from Princeton, NJ)
- 3 days ago
Work Location:** Bernardsville, New Jersey, United States of America **Hours:** 40 **Pay Details:** $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation...
Personal Banker Personal Banker
- Bedminster, NJ (19 miles from Princeton, NJ)
- 7 days ago
- Bedminster, NJ (19 miles from Princeton, NJ)
- 7 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Bedminster, NJ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Princeton, NJ
- 7 days ago
- Princeton, NJ
- 7 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Princeton, NJ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
- New Brunswick, NJ (13 miles from Princeton, NJ)
- 8 days ago
- New Brunswick, NJ (13 miles from Princeton, NJ)
- 8 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 Hunterdon Somerset County
- Flemington, NJ (14 miles from Princeton, NJ)
- 9 days ago
- Flemington, NJ (14 miles from Princeton, NJ)
- 9 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 Raritan Valley District
- Bernardsville, NJ (24 miles from Princeton, NJ)
- 9 days ago
- Bernardsville, NJ (24 miles from Princeton, NJ)
- 9 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....
Senior Personal Banker - East Windsor - Full-time
- East Windsor, NJ (7 miles from Princeton, NJ)
- 9 days ago
- East Windsor, NJ (7 miles from Princeton, NJ)
- 9 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Raritian Valley District
- Hillsborough, NJ (8 miles from Princeton, NJ)
- 10 days ago
- Hillsborough, NJ (8 miles from Princeton, NJ)
- 10 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 Greater Princeton District (Evergreen)
- Trenton, NJ (11 miles from Princeton, NJ)
- 10 days ago
- Trenton, NJ (11 miles from Princeton, NJ)
- 10 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....
Client Relationship Manager - Insurance - New Jersey
- Whitehouse, NJ (17 miles from Princeton, NJ)
- 12 days ago
- Whitehouse, NJ (17 miles from Princeton, NJ)
- 12 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...
Demographic Data for Princeton, NJ
Moving to Princeton, NJ? Find some basic demographic data about Princeton, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Princeton, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Princeton, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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