Personal Banker Jobs in Red Bank, 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.
- Piscataway, NJ (24 miles from Red Bank, NJ)
- moments ago
- Piscataway, NJ (24 miles from Red Bank, NJ)
- moments ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Millstone Township, NJ (22 miles from Red Bank, NJ)
- 1 hour ago
- Millstone Township, NJ (22 miles from Red Bank, NJ)
- 1 hour ago
As a branch banker within PNC's retail banking organization, you will be based in Millstone, NJ....
- Cranbury, NJ (24 miles from Red Bank, NJ)
- 3 hours ago
- Cranbury, NJ (24 miles from Red Bank, NJ)
- 3 hours ago
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in...
Personal Banker - Monroe - Part-Time
- Monroe, NJ (18 miles from Red Bank, NJ)
- 1 day ago
- Monroe, NJ (18 miles from Red Bank, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Rumson - Full-time
- Rumson, NJ (3 miles from Red Bank, NJ)
- 1 day ago
- Rumson, NJ (3 miles from Red Bank, NJ)
- 1 day ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Jamesburg (Full-time)
- Jamesburg, NJ (18 miles from Red Bank, NJ)
- 1 day ago
- Jamesburg, NJ (18 miles from Red Bank, NJ)
- 1 day ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Bilingual Spanish Bayonne
- Bayonne, NJ (21 miles from Red Bank, NJ)
- 2 days ago
- Bayonne, NJ (21 miles from Red Bank, 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....
- Middletown, NJ (3 miles from Red Bank, NJ)
- 2 days ago
- Middletown, NJ (3 miles from Red Bank, 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....
- Brooklyn, NY (23 miles from Red Bank, NJ)
- 2 days ago
- Brooklyn, NY (23 miles from Red Bank, NJ)
- 2 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 Bilingual Spanish Georges Road New Brunswick
- North Brunswick, NJ (22 miles from Red Bank, NJ)
- 4 days ago
- North Brunswick, NJ (22 miles from Red Bank, NJ)
- 4 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 Bilingual Spanish Carteret Branch
- Carteret, NJ (17 miles from Red Bank, NJ)
- 4 days ago
- Carteret, NJ (17 miles from Red Bank, NJ)
- 4 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 at Park Slope 5th
- Brooklyn, NY (23 miles from Red Bank, NJ)
- 5 days ago
- Brooklyn, NY (23 miles from Red Bank, 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....
- Shrewsbury, NJ (2 miles from Red Bank, NJ)
- 6 days ago
- Shrewsbury, NJ (2 miles from Red Bank, NJ)
- 6 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....
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (22 miles from Red Bank, NJ)
- 8 days ago
- Jackson, NJ (22 miles from Red Bank, NJ)
- 8 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Senior Personal Banker - South River (Full-time)
- South River, NJ (17 miles from Red Bank, NJ)
- 8 days ago
- South River, NJ (17 miles from Red Bank, NJ)
- 8 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Red Bank, NJ
Moving to Red Bank, NJ? Find some basic demographic data about Red Bank, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Red Bank, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Red Bank, 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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