Personal Banker Jobs in Succasunna, 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.
- Parsippany, NJ (12 miles from Succasunna, NJ)
- 17 hours ago
- Parsippany, NJ (12 miles from Succasunna, NJ)
- 17 hours ago
Financial Advisor About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
Financial Advisor-Scotch Plains, NJ
- Scotch Plains, NJ (21 miles from Succasunna, NJ)
- 21 hours ago
- Scotch Plains, NJ (21 miles from Succasunna, NJ)
- 21 hours ago
management business development techniques, products, services and overall industry....
Roving Personal Banker Essex County District
- Union, NJ (23 miles from Succasunna, NJ)
- 1 day ago
- Union, NJ (23 miles from Succasunna, NJ)
- 1 day ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
- Bedminster, NJ (13 miles from Succasunna, NJ)
- 1 day ago
- Bedminster, NJ (13 miles from Succasunna, 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....
Life Sciences Client Relationship Manager
- Bridgewater, NJ (18 miles from Succasunna, NJ)
- 1 day ago
- Bridgewater, NJ (18 miles from Succasunna, NJ)
- 1 day ago
Client Relationship Manager - Life Sciences Location: New York, NY and New Jersey geographic areas Overview The Life Sciences IT Client Relationship Manager is a key contributor to the commercial...
Private Client Banker - Boonton, NJ
- Boonton, NJ (13 miles from Succasunna, NJ)
- 2 days ago
- Boonton, NJ (13 miles from Succasunna, NJ)
- 2 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...
Private Client Banker- Somerset, NJ
- Franklin, NJ (17 miles from Succasunna, NJ)
- 2 days ago
- Franklin, NJ (17 miles from Succasunna, NJ)
- 2 days ago
Private Client Banker- Somerset, NJ Somerset, NJ, United States JOB INFORMATION Job Identification 210618286 Job Category Private Client Bankers Business Unit Consumer & Community Banking Posting...
- Warren, NJ (17 miles from Succasunna, NJ)
- 2 days ago
- Warren, NJ (17 miles from Succasunna, 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 - Mendham - Full-time
- Mendham, NJ (5 miles from Succasunna, NJ)
- 4 days ago
- Mendham, NJ (5 miles from Succasunna, NJ)
- 4 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Roxbury Township, NJ (2 miles from Succasunna, NJ)
- 7 days ago
- Roxbury Township, NJ (2 miles from Succasunna, NJ)
- 7 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....
- Piscataway, NJ (23 miles from Succasunna, NJ)
- 7 days ago
- Piscataway, NJ (23 miles from Succasunna, NJ)
- 7 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....
Personal Banker - West Orange - Full-time
- West Orange, NJ (20 miles from Succasunna, NJ)
- 7 days ago
- West Orange, NJ (20 miles from Succasunna, NJ)
- 7 days ago
office conditions in a retail-banking establishment....
- Bridgewater, NJ (18 miles from Succasunna, NJ)
- 11 days ago
- Bridgewater, NJ (18 miles from Succasunna, NJ)
- 11 days ago
Experience in Asset Management, Wealth Management, Retirement, Estate Planning. Must be hungry, aggressive money focused....
- South Orange, NJ (21 miles from Succasunna, NJ)
- 12 days ago
- South Orange, NJ (21 miles from Succasunna, NJ)
- 12 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....
- Maplewood, NJ (21 miles from Succasunna, NJ)
- 12 days ago
- Maplewood, NJ (21 miles from Succasunna, NJ)
- 12 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....
Demographic Data for Succasunna, NJ
Moving to Succasunna, NJ? Find some basic demographic data about Succasunna, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Succasunna, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Succasunna, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment 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
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