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.
Personal Banker Bilingual Perth Amboy
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 7 hours ago
- Perth Amboy, NJ (8 miles from South Plainfield, NJ)
- 7 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....
Personal Banker Bilingual Woodbridge
- Woodbridge, NJ (6 miles from South Plainfield, NJ)
- 7 hours ago
- Woodbridge, NJ (6 miles from South Plainfield, NJ)
- 7 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....
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (16 miles from South Plainfield, NJ)
- 15 hours ago
- Newark, NJ (16 miles from South Plainfield, NJ)
- 15 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
- Newark, NJ (16 miles from South Plainfield, NJ)
- 16 hours ago
- Newark, NJ (16 miles from South Plainfield, NJ)
- 16 hours ago
Banker job family....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 18 hours ago
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 18 hours 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....
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Entry Level Financial Advisor - NJ, Woodbridge (3882)
- Woodbridge, NJ (6 miles from South Plainfield, NJ)
- 1 day ago
- Woodbridge, NJ (6 miles from South Plainfield, NJ)
- 1 day ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
- Millburn, NJ (12 miles from South Plainfield, NJ)
- 1 day ago
- Millburn, NJ (12 miles from South Plainfield, NJ)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker Dover and Succasunna Branches
- Succasunna, NJ (23 miles from South Plainfield, NJ)
- 2 days ago
- Succasunna, NJ (23 miles from South Plainfield, 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....
Senior Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (16 miles from South Plainfield, NJ)
- 2 days ago
- Jamesburg, NJ (16 miles from South Plainfield, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - South River - Full-Time
- South River, NJ (8 miles from South Plainfield, NJ)
- 2 days ago
- South River, NJ (8 miles from South Plainfield, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Personal Banker - Dunellen - Full-Time
- Dunellen, NJ (4 miles from South Plainfield, NJ)
- 2 days ago
- Dunellen, NJ (4 miles from South Plainfield, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Monroe - Full-Time
- Monroe, NJ (16 miles from South Plainfield, NJ)
- 2 days ago
- Monroe, NJ (16 miles from South Plainfield, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Princeton, NJ (18 miles from South Plainfield, NJ)
- 3 days ago
- Princeton, NJ (18 miles from South Plainfield, NJ)
- 3 days ago
As a branch banker within PNC's retail banking organization, you will be based in Princeton, NJ....
Personal Banker SAFE Act - Brooklyn East Area
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 6 days ago
- Brooklyn, NY (23 miles from South Plainfield, NJ)
- 6 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....
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
- 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- 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 »