Personal Banker Jobs in Roselle, 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.
Financial Advisor - Certification Provided
- Staten Island, NY (8 miles from Roselle, NJ)
- 2 days ago
- Staten Island, NY (8 miles from Roselle, NJ)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (24 miles from Roselle, NJ)
- 11 hours ago
- Ridgewood, NJ (24 miles from Roselle, NJ)
- 11 hours ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor Full-Time - Paramus, NJ and Farmington, CT
- Paramus, NJ (22 miles from Roselle, NJ)
- 12 hours ago
- Paramus, NJ (22 miles from Roselle, NJ)
- 12 hours ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- New York, NY (15 miles from Roselle, NJ)
- 16 hours ago
- New York, NY (15 miles from Roselle, NJ)
- 16 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 Broadway & Dey
- New York, NY (15 miles from Roselle, NJ)
- 16 hours ago
- New York, NY (15 miles from Roselle, NJ)
- 16 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 Borough Park
- Brooklyn, NY (14 miles from Roselle, NJ)
- 16 hours ago
- Brooklyn, NY (14 miles from Roselle, NJ)
- 16 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 (14 miles from Roselle, NJ)
- 16 hours ago
- Brooklyn, NY (14 miles from Roselle, NJ)
- 16 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 (14 miles from Roselle, NJ)
- 16 hours ago
- Brooklyn, NY (14 miles from Roselle, NJ)
- 16 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....
- New Brunswick, NJ (14 miles from Roselle, NJ)
- 1 day ago
- New Brunswick, NJ (14 miles from Roselle, NJ)
- 1 day ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
- Staten Island, NY (8 miles from Roselle, NJ)
- 1 day ago
- Staten Island, NY (8 miles from Roselle, NJ)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NY (20 miles from Roselle, NJ)
- 2 days ago
- Ridgewood, NY (20 miles from Roselle, NJ)
- 2 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (14 miles from Roselle, NJ)
- 2 days ago
- Brooklyn, NY (14 miles from Roselle, NJ)
- 2 days ago
management business development techniques, products, services and overall industry....
- Morristown, NJ (15 miles from Roselle, NJ)
- 2 days ago
- Morristown, NJ (15 miles from Roselle, 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....
- New York, NY (15 miles from Roselle, NJ)
- 3 days ago
- New York, NY (15 miles from Roselle, NJ)
- 3 days ago
We are a global wealth management and investment banking firm serious about innovation and fresh ideas....
- Warren, NJ (13 miles from Roselle, NJ)
- 4 days ago
- Warren, NJ (13 miles from Roselle, NJ)
- 4 days 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...
Demographic Data for Roselle, NJ
Moving to Roselle, NJ? Find some basic demographic data about Roselle, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roselle, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roselle, 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
- 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
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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