Personal Banker Jobs in Sea Girt, 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-Southern Ocean County, NJ
- Ocean, NJ (8 miles from Sea Girt, NJ)
- 6 hours ago
- Ocean, NJ (8 miles from Sea Girt, NJ)
- 6 hours ago
management business development techniques- Strong understanding and experience interacting with retail and small business banking clients- Consultative sales experience required- Demonstrated ability...
Financial Advisor Opportunities for Licensed Professionals
- Toms River, NJ (11 miles from Sea Girt, NJ)
- 8 hours ago
- Toms River, NJ (11 miles from Sea Girt, NJ)
- 8 hours ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
- Brick, NJ (6 miles from Sea Girt, NJ)
- 3 days ago
- Brick, NJ (6 miles from Sea Girt, NJ)
- 3 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Freehold, NJ (14 miles from Sea Girt, NJ)
- 4 days ago
- Freehold, NJ (14 miles from Sea Girt, NJ)
- 4 days 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...
Personal Banker Rover Southern Monmouth
- Berkeley, NJ (15 miles from Sea Girt, NJ)
- 5 days ago
- Berkeley, NJ (15 miles from Sea Girt, NJ)
- 5 days ago
About this role:Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Millstone Township, NJ (20 miles from Sea Girt, NJ)
- 7 days ago
- Millstone Township, NJ (20 miles from Sea Girt, NJ)
- 7 days ago
As a branch banker within PNC's retail banking organization, you will be based in Millstone, NJ....
Personal Banker - Monroe - Part-Time
- Monroe, NJ (23 miles from Sea Girt, NJ)
- 9 days ago
- Monroe, NJ (23 miles from Sea Girt, NJ)
- 9 days ago
office conditions in a retail-banking establishment....
- Shrewsbury, NJ (13 miles from Sea Girt, NJ)
- 14 days ago
- Shrewsbury, NJ (13 miles from Sea Girt, NJ)
- 14 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...
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (16 miles from Sea Girt, NJ)
- 16 days ago
- Jackson, NJ (16 miles from Sea Girt, NJ)
- 16 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (23 miles from Sea Girt, NJ)
- 17 days ago
- Jamesburg, NJ (23 miles from Sea Girt, NJ)
- 17 days ago
office conditions in a retail-banking establishment....
Roving Personal Banker - Northern Monmouth District
- Monmouth Beach, NJ (14 miles from Sea Girt, NJ)
- 21 days ago
- Monmouth Beach, NJ (14 miles from Sea Girt, NJ)
- 21 days ago
About this role:Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Centralized, Freehold, NJ
- Freehold, NJ (14 miles from Sea Girt, NJ)
- 22 days ago
- Freehold, NJ (14 miles from Sea Girt, NJ)
- 22 days ago
Apply Req ID: Req1435543 Date posted 05/29/2025 Financial Advisor - Centralized, Freehold, NJ Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator...
- Brick, NJ (6 miles from Sea Girt, NJ)
- 30+ days ago
- Brick, NJ (6 miles from Sea Girt, NJ)
- 30+ days ago
OceanFirst Bank is seeking a new Personal Banker at our Brick, NJ (Chambers Bridge Rd) branch!...
Financial Advisor-Southern Ocean County, NJ
- Forked River, NJ (22 miles from Sea Girt, NJ)
- 30+ days ago
- Forked River, NJ (22 miles from Sea Girt, NJ)
- 30+ days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Holmdel, NJ (18 miles from Sea Girt, NJ)
- 45+ days ago
- Holmdel, NJ (18 miles from Sea Girt, NJ)
- 45+ 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 Sea Girt, NJ
Moving to Sea Girt, NJ? Find some basic demographic data about Sea Girt, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sea Girt, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sea Girt, 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
- 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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