Personal Banker Jobs in Somerville, 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 - Career Change Opportunity
- Florham Park, NJ (18 miles from Somerville, NJ)
- 1 day ago
- Florham Park, NJ (18 miles from Somerville, NJ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Vice President, Client Relationship Manager
- Princeton, NJ (14 miles from Somerville, NJ)
- 2 hours ago
- Princeton, NJ (14 miles from Somerville, NJ)
- 2 hours ago
About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income,...
- Washington, NJ (21 miles from Somerville, NJ)
- 16 hours ago
- Washington, NJ (21 miles from Somerville, NJ)
- 16 hours 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...
- Florham Park, NJ (18 miles from Somerville, NJ)
- 1 day ago
- Florham Park, NJ (18 miles from Somerville, NJ)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- North Plainfield, NJ (12 miles from Somerville, NJ)
- 1 day ago
- North Plainfield, NJ (12 miles from Somerville, NJ)
- 1 day ago
Responsibilities include, but are not limited to: Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently....
Senior Personal Banker - New Brunswick - Full-time
- North Brunswick, NJ (13 miles from Somerville, NJ)
- 2 days ago
- North Brunswick, NJ (13 miles from Somerville, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
office conditions in a retail-banking establishment....
Personal Banker - Bridgewater - Full-time
- Bridgewater, NJ (2 miles from Somerville, NJ)
- 2 days ago
- Bridgewater, NJ (2 miles from Somerville, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Private Client Banker - Berkeley Heights, NJ - Middlesex Somerset Market
- Berkeley Heights, NJ (14 miles from Somerville, NJ)
- 3 days ago
- Berkeley Heights, NJ (14 miles from Somerville, NJ)
- 3 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Bridgewater, NJ (2 miles from Somerville, NJ)
- 4 days ago
- Bridgewater, NJ (2 miles from Somerville, NJ)
- 4 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
Personal Banker Bilingual Spanish North Plainfield NJ
- North Plainfield, NJ (12 miles from Somerville, NJ)
- 4 days ago
- North Plainfield, NJ (12 miles from Somerville, 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....
Client Relationship Manager - Insurance
- Whitehouse Station, NJ (5 miles from Somerville, NJ)
- 6 days ago
- Whitehouse Station, NJ (5 miles from Somerville, NJ)
- 6 days ago
Client Relationship Manager** **About Cognizant** Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era....
HCM Client Service Consultant (HR/Payroll) Preferred Bilingual English/Spanish
- Parsippany, NJ (22 miles from Somerville, NJ)
- 7 days ago
- Parsippany, NJ (22 miles from Somerville, NJ)
- 7 days ago
264232 Date: 05/01/2025 Service HCM CLIENT SERVICE CONSULTANT (HR/PAYROLL) PREFERRED BILINGUAL ENGLISH/SPANISH Alpharetta, Georgia, United States , Description ADP is hiring a Client Service...
Client Relationship Manager - Insurance
- Whitehouse, NJ (4 miles from Somerville, NJ)
- 7 days ago
- Whitehouse, NJ (4 miles from Somerville, NJ)
- 7 days ago
Client Relationship Manager About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our...
Personal Banker - Wood-Ridge, NJ
- Basking Ridge, NJ (8 miles from Somerville, NJ)
- 8 days ago
- Basking Ridge, NJ (8 miles from Somerville, NJ)
- 8 days ago
Back Personal Banker #25-397 Wood-Ridge, New Jersey, United States Apply Apply for this job now!...
Demographic Data for Somerville, NJ
Moving to Somerville, NJ? Find some basic demographic data about Somerville, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Somerville, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Somerville, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »