Personal Banker Jobs in West Milford, 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.
- West Caldwell, NJ (16 miles from West Milford, NJ)
- 5 hours ago
- West Caldwell, NJ (16 miles from West Milford, NJ)
- 5 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...
Personal Banker Associate I - North Monroe MI
- Monroe, NY (18 miles from West Milford, NJ)
- 18 hours ago
- Monroe, NY (18 miles from West Milford, NJ)
- 18 hours ago
Banker job family....
Bilingual Spanish Personal Banker
- Hackensack, NJ (22 miles from West Milford, NJ)
- 20 hours ago
- Hackensack, NJ (22 miles from West Milford, NJ)
- 20 hours 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....
- Budd Lake, NJ (24 miles from West Milford, NJ)
- 2 days ago
- Budd Lake, NJ (24 miles from West Milford, NJ)
- 2 days ago
As a Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Budd Lake, NJ....
- Hackensack, NJ (22 miles from West Milford, NJ)
- 2 days ago
- Hackensack, NJ (22 miles from West Milford, NJ)
- 2 days ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ
- 4 days ago
- West Milford, NJ
- 4 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (3 miles from West Milford, NJ)
- 5 days ago
- Newfoundland, NJ (3 miles from West Milford, NJ)
- 5 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (18 miles from West Milford, NJ)
- 5 days ago
- Clifton, NJ (18 miles from West Milford, NJ)
- 5 days ago
Senior Personal Banker - Clifton, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Clifton Jun 26, 2025 Back Senior Personal Banker #25-143 Clifton, Jersey, United States...
Institutional Banking Consultant
- Bogota, NJ (23 miles from West Milford, NJ)
- 5 days ago
- Bogota, NJ (23 miles from West Milford, NJ)
- 5 days ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
- Florham Park, NJ (21 miles from West Milford, NJ)
- 7 days ago
- Florham Park, NJ (21 miles from West Milford, NJ)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Florham Park, NJ (21 miles from West Milford, NJ)
- 9 days ago
- Florham Park, NJ (21 miles from West Milford, NJ)
- 9 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Morristown, NJ (21 miles from West Milford, NJ)
- 14 days ago
- Morristown, NJ (21 miles from West Milford, NJ)
- 14 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....
Client Relationship Manager - Wayne, PA
- Wayne, NJ (11 miles from West Milford, NJ)
- 16 days ago
- Wayne, NJ (11 miles from West Milford, NJ)
- 16 days ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (20 miles from West Milford, NJ)
- 16 days ago
- Westwood, NJ (20 miles from West Milford, NJ)
- 16 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Nutley, NJ (21 miles from West Milford, NJ)
- 17 days ago
- Nutley, NJ (21 miles from West Milford, NJ)
- 17 days ago
Personal Banker - Nutley, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Nutley Jun 26, 2025 Back Personal Banker #25-343 Nutley, Jersey, United States Apply Apply...
Demographic Data for West Milford, NJ
Moving to West Milford, NJ? Find some basic demographic data about West Milford, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Milford, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Milford, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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