Personal Banker Jobs in South Orange, 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.
- Hoboken, NJ (11 miles from South Orange, NJ)
- 2 hours ago
- Hoboken, NJ (11 miles from South Orange, NJ)
- 2 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...
Personal Banker Bilingual (SPANISH) Morristown
- Morristown, NJ (12 miles from South Orange, NJ)
- 2 hours ago
- Morristown, NJ (12 miles from South Orange, NJ)
- 2 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....
Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth
- New York, NY (13 miles from South Orange, NJ)
- 9 hours ago
- New York, NY (13 miles from South Orange, NJ)
- 9 hours ago
Basic information Job Name: Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth Location: Remote Line of Business: Investor Relations Job Function:...
Personal Banker Oak Park South Plainfield Branch
- South Plainfield, NJ (14 miles from South Orange, NJ)
- 13 hours ago
- South Plainfield, NJ (14 miles from South Orange, NJ)
- 13 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....
Private Client Banker - The Plaza - Teaneck, NJ
- Teaneck, NJ (16 miles from South Orange, NJ)
- 14 hours ago
- Teaneck, NJ (16 miles from South Orange, NJ)
- 14 hours ago
JobID: 210626747 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T16:18:48+00:00 JobShift: Base Pay/Salary: Teaneck,NJ $25.00-$32.69 You have a passion for taking...
- West Caldwell, NJ (7 miles from South Orange, NJ)
- 21 hours ago
- West Caldwell, NJ (7 miles from South Orange, NJ)
- 21 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker Upper Manhattan
- New York, NY (13 miles from South Orange, NJ)
- 1 day ago
- New York, NY (13 miles from South Orange, NJ)
- 1 day 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 York, NY (13 miles from South Orange, NJ)
- 1 day ago
- New York, NY (13 miles from South Orange, NJ)
- 1 day ago
We're seeking an experienced and relationship-driven Client Relationship Manager to join our team. As a key member of our client services department, you'll be responsible for building and...
Personal Banker Associate I - Mt. Vernon, IN
- Mount Vernon, NY (24 miles from South Orange, NJ)
- 1 day ago
- Mount Vernon, NY (24 miles from South Orange, NJ)
- 1 day ago
Personal Banker Associate I - Mt....
Bilingual Spanish Personal Banker
- Hackensack, NJ (14 miles from South Orange, NJ)
- 1 day ago
- Hackensack, NJ (14 miles from South Orange, NJ)
- 1 day ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Hackensack, NJ. Bilingual Fluency in both English and Spanish is required....
Personal Banker SAFE Act - South Ozone Park Branch
- New York, NY (13 miles from South Orange, NJ)
- 1 day ago
- New York, NY (13 miles from South Orange, 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....
- Tenafly, NJ (19 miles from South Orange, NJ)
- 2 days ago
- Tenafly, NJ (19 miles from South Orange, NJ)
- 2 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....
- Hackensack, NJ (14 miles from South Orange, NJ)
- 3 days ago
- Hackensack, NJ (14 miles from South Orange, NJ)
- 3 days ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Personal Banker SAFE Act - South Ozone Park Branch
- Jamaica, NY (24 miles from South Orange, NJ)
- 3 days ago
- Jamaica, NY (24 miles from South Orange, NJ)
- 3 days 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....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (23 miles from South Orange, NJ)
- 5 days ago
- West Milford, NJ (23 miles from South Orange, NJ)
- 5 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for South Orange, NJ
Moving to South Orange, NJ? Find some basic demographic data about South Orange, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Orange, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Orange, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- 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 »