Personal Banker Jobs in West New York, 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 Associate I - FH
- Bloomfield, NJ (9 miles from West New York, NJ)
- 1 hour ago
- Bloomfield, NJ (9 miles from West New York, NJ)
- 1 hour ago
Banker job family....
Associate Financial Advisor (R25_0000002061)
- New York, NY (2 miles from West New York, NJ)
- 5 hours ago
- New York, NY (2 miles from West New York, NJ)
- 5 hours ago
Full Job DescriptionHelp conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor to help clients work toward...
Personal Banker Morristown, Parsippany and Boonton Branches
- Parsippany, NJ (21 miles from West New York, NJ)
- 5 hours ago
- Parsippany, NJ (21 miles from West New York, NJ)
- 5 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....
- New York, NY (2 miles from West New York, NJ)
- 6 hours ago
- New York, NY (2 miles from West New York, NJ)
- 6 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Moonachie, NJ (4 miles from West New York, NJ)
- 11 hours ago
- Moonachie, NJ (4 miles from West New York, NJ)
- 11 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...
Licensed Private Client Banker
- Suffern, NY (24 miles from West New York, NJ)
- 16 hours ago
- Suffern, NY (24 miles from West New York, NJ)
- 16 hours ago
Location: 59 Route 59 - Suffern, New York 10901 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Personal Banker Associate I (Okeechobee)
- New York, NY (2 miles from West New York, NJ)
- 23 hours ago
- New York, NY (2 miles from West New York, NJ)
- 23 hours ago
Banker job family....
Personal Banker - Castle Hill Branch - Bilingual Spanish Speaking Preferred
- Bronx, NY (5 miles from West New York, NJ)
- 1 day ago
- Bronx, NY (5 miles from West New York, 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....
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
Mutual of America Financial Group Job Title: Client Relationship Manager 3 Location: New York, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they...
Financial Advisor-New York City, NY
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - West Irvington
- Irvington, NJ (12 miles from West New York, NJ)
- 1 day ago
- Irvington, NJ (12 miles from West New York, 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....
Health Solutions Client Relationship Manager
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
- New York, NY (2 miles from West New York, NJ)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Personal Banker - Caldwell - Full-Time
- Caldwell, NJ (15 miles from West New York, NJ)
- 1 day ago
- Caldwell, NJ (15 miles from West New York, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Personal Banker - Ampere - Full-time
- Bloomfield, NJ (9 miles from West New York, NJ)
- 1 day ago
- Bloomfield, NJ (9 miles from West New York, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Demographic Data for West New York, NJ
Moving to West New York, NJ? Find some basic demographic data about West New York, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West New York, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West New York, 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
- Certified Financial Planner
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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