Personal Banker Jobs in Short Hills, 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.
Bilingual Spanish Personal Banker
- Franklin Lakes, NJ (19 miles from Short Hills, NJ)
- 15 hours ago
- Franklin Lakes, NJ (19 miles from Short Hills, NJ)
- 15 hours ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
- Randolph, NJ (14 miles from Short Hills, NJ)
- 16 hours ago
- Randolph, NJ (14 miles from Short Hills, NJ)
- 16 hours ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker Upper Manhattan
- New York, NY (17 miles from Short Hills, NJ)
- 16 hours ago
- New York, NY (17 miles from Short Hills, 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....
Independent Financial Advisor- 100% Remote!
- New York, NY (17 miles from Short Hills, NJ)
- 16 hours ago
- New York, NY (17 miles from Short Hills, NJ)
- 16 hours ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Remote Work- New York, NY (17 miles from Short Hills, NJ)
- 16 hours ago
- New York, NY (17 miles from Short Hills, NJ)
- 16 hours ago
Financial advisors and teams wanted for an exceptional opportunity to own equity in your business.
- New York, NY (17 miles from Short Hills, NJ)
- 17 hours ago
- New York, NY (17 miles from Short Hills, NJ)
- 17 hours ago
This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- West Orange, NJ - NJ Passaic Essex Market
- West Orange, NJ (5 miles from Short Hills, NJ)
- 1 day ago
- West Orange, NJ (5 miles from Short Hills, NJ)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Succasunna, NJ (18 miles from Short Hills, NJ)
- 1 day ago
- Succasunna, NJ (18 miles from Short Hills, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Financial Advisor-Union County/Springfield, NJ area
- Bernardsville, NJ (13 miles from Short Hills, NJ)
- 1 day ago
- Bernardsville, NJ (13 miles from Short Hills, NJ)
- 1 day 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...
- Roxbury Township, NJ (20 miles from Short Hills, NJ)
- 1 day ago
- Roxbury Township, NJ (20 miles from Short Hills, 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...
- Bloomfield, NJ (8 miles from Short Hills, NJ)
- 2 days ago
- Bloomfield, NJ (8 miles from Short Hills, NJ)
- 2 days ago
Banker job family....
Licensed Private Client Banker
- New York, NY (17 miles from Short Hills, NJ)
- 2 days ago
- New York, NY (17 miles from Short Hills, NJ)
- 2 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Private Client Financial Advisor - Elizabeth, NJ
- Elizabeth, NJ (9 miles from Short Hills, NJ)
- 3 days ago
- Elizabeth, NJ (9 miles from Short Hills, NJ)
- 3 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- New York, NY (17 miles from Short Hills, NJ)
- 4 days ago
- New York, NY (17 miles from Short Hills, NJ)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- New York, NY (17 miles from Short Hills, NJ)
- 4 days ago
- New York, NY (17 miles from Short Hills, NJ)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Short Hills, NJ
Moving to Short Hills, NJ? Find some basic demographic data about Short Hills, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Short Hills, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Short Hills, 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
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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