Personal Banker Jobs in South Plainfield, 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
- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 15 hours ago
- Upper Montclair, NJ (22 miles from South Plainfield, NJ)
- 15 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 17-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Bilingual Northern Middlesex
- Edison, NJ (3 miles from South Plainfield, NJ)
- 1 hour ago
- Edison, NJ (3 miles from South Plainfield, NJ)
- 1 hour 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....
Financial Advisor - PNC Investments
- Princeton, NJ (19 miles from South Plainfield, NJ)
- 1 hour ago
- Princeton, NJ (19 miles from South Plainfield, NJ)
- 1 hour 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...
- Fairfield, NJ (21 miles from South Plainfield, NJ)
- 18 hours ago
- Fairfield, NJ (21 miles from South Plainfield, NJ)
- 18 hours 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 Banker - Millburn, NJ - NJ Union Essex Market
- Millburn, NJ (12 miles from South Plainfield, NJ)
- 1 day ago
- Millburn, NJ (12 miles from South Plainfield, NJ)
- 1 day 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...
- Cedar Knolls, NJ (17 miles from South Plainfield, NJ)
- 2 days ago
- Cedar Knolls, NJ (17 miles from South Plainfield, NJ)
- 2 days ago
Collaborate with the broader wealth management team to share insights from client interactions....
Personal Banker - Harrison, NJ
- Harrison, NJ (18 miles from South Plainfield, NJ)
- 2 days ago
- Harrison, NJ (18 miles from South Plainfield, 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.- Detail oriented, strong organizational...
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (20 miles from South Plainfield, NJ)
- 2 days ago
- Jersey City, NJ (20 miles from South Plainfield, NJ)
- 2 days ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Remote Work- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 3 days ago
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 3 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....
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 3 days ago
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 3 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...
- Nutley, NJ (21 miles from South Plainfield, NJ)
- 6 days ago
- Nutley, NJ (21 miles from South Plainfield, NJ)
- 6 days ago
As a Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in Nutley, NJ....
Financial Advisor-Union County, NJ
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 6 days ago
- Bernardsville, NJ (14 miles from South Plainfield, NJ)
- 6 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Senior Personal Banker - Fanwood - Full-time
- Fanwood, NJ (5 miles from South Plainfield, NJ)
- 6 days ago
- Fanwood, NJ (5 miles from South Plainfield, NJ)
- 6 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - Hoboken Branch
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 7 days ago
- Hoboken, NJ (23 miles from South Plainfield, NJ)
- 7 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....
Personal Banker Bilingual Perth Amboy
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 7 days ago
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 7 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....
Demographic Data for South Plainfield, NJ
Moving to South Plainfield, NJ? Find some basic demographic data about South Plainfield, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Plainfield, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Plainfield, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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