Personal Banker Jobs in Roseland, 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.
- Parsippany, NJ (5 miles from Roseland, NJ)
- 15 hours ago
- Parsippany, NJ (5 miles from Roseland, NJ)
- 15 hours ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Personal Banker - Somers Branch
- New York, NY (16 miles from Roseland, NJ)
- 15 hours ago
- New York, NY (16 miles from Roseland, NJ)
- 15 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....
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (13 miles from Roseland, NJ)
- 19 hours ago
- Scotch Plains, NJ (13 miles from Roseland, NJ)
- 19 hours ago
management business development techniques, products, services and overall industry....
Financial Advisor - Centralized, Staten Island, NY
- New York, NY (16 miles from Roseland, NJ)
- 19 hours ago
- New York, NY (16 miles from Roseland, NJ)
- 19 hours ago
Apply Req ID: Req1445895 Date posted 04/25/2025 Financial Advisor - Centralized, Staten Island, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and...
- New York, NY (16 miles from Roseland, NJ)
- 20 hours ago
- New York, NY (16 miles from Roseland, NJ)
- 20 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 at Brooklyn Court
- Brooklyn, NY (18 miles from Roseland, NJ)
- 20 hours ago
- Brooklyn, NY (18 miles from Roseland, NJ)
- 20 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 at Park Slope 5th
- Brooklyn, NY (18 miles from Roseland, NJ)
- 20 hours ago
- Brooklyn, NY (18 miles from Roseland, NJ)
- 20 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....
- Clifton, NJ (9 miles from Roseland, NJ)
- 1 day ago
- Clifton, NJ (9 miles from Roseland, 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...
- Linden, NJ (14 miles from Roseland, NJ)
- 1 day ago
- Linden, NJ (14 miles from Roseland, NJ)
- 1 day ago
Banker job family....
Roving Personal Banker Essex County District
- Union, NJ (9 miles from Roseland, NJ)
- 1 day ago
- Union, NJ (9 miles from Roseland, NJ)
- 1 day ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
Personal Banker SAFE Act - Staten Island Area
- Staten Island, NY (17 miles from Roseland, NJ)
- 1 day ago
- Staten Island, NY (17 miles from Roseland, NJ)
- 1 day 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....
- Bedminster, NJ (23 miles from Roseland, NJ)
- 1 day ago
- Bedminster, NJ (23 miles from Roseland, NJ)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Private Client Banker - Broadway and Cedar St. - New York, NY
- New York, NY (16 miles from Roseland, NJ)
- 1 day ago
- New York, NY (16 miles from Roseland, NJ)
- 1 day ago
JobID: 210620226 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-24T14:39:53+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Life Sciences Client Relationship Manager
- Bridgewater, NJ (22 miles from Roseland, NJ)
- 1 day ago
- Bridgewater, NJ (22 miles from Roseland, NJ)
- 1 day ago
Client Relationship Manager - Life Sciences Location: New York, NY and New Jersey geographic areas Overview The Life Sciences IT Client Relationship Manager is a key contributor to the commercial...
- Ho Ho Kus, NJ (16 miles from Roseland, NJ)
- 2 days ago
- Ho Ho Kus, NJ (16 miles from Roseland, 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....
Demographic Data for Roseland, NJ
Moving to Roseland, NJ? Find some basic demographic data about Roseland, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roseland, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roseland, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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