Personal Banker Jobs in Westfield, 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.
Bilingual Personal Banker North Brunswick
- North Brunswick, NJ (16 miles from Westfield, NJ)
- 6 hours ago
- North Brunswick, NJ (16 miles from Westfield, NJ)
- 6 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 Springfield 22
- Springfield, NJ (3 miles from Westfield, NJ)
- 17 hours ago
- Springfield, NJ (3 miles from Westfield, NJ)
- 17 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 - South Plainfield, NJ
- South Plainfield, NJ (6 miles from Westfield, NJ)
- 17 hours ago
- South Plainfield, NJ (6 miles from Westfield, NJ)
- 17 hours ago
Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well.As a Banking Service Professional, the Personal Banker...
Personal Banker - Hoboken Branch
- Hoboken, NJ (17 miles from Westfield, NJ)
- 17 hours ago
- Hoboken, NJ (17 miles from Westfield, NJ)
- 17 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....
Personal Banker SAFE Act - Forest Hills Branch
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 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....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 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....
Private Client Banker - FIT Seventh Ave - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
JobID: 210643517 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:25:54+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Columbus Circle - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
JobID: 210643513 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:24:34+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Broadway and 96th St. - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
JobID: 210645086 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:32:09+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Madison Square Garden - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
JobID: 210642840 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:17:32+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual Perth Amboy
- Perth Amboy, NJ (9 miles from Westfield, NJ)
- 1 day ago
- Perth Amboy, NJ (9 miles from Westfield, 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....
Personal Banker Bilingual Woodbridge
- Woodbridge, NJ (7 miles from Westfield, NJ)
- 1 day ago
- Woodbridge, NJ (7 miles from Westfield, 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....
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (10 miles from Westfield, NJ)
- 1 day ago
- Newark, NJ (10 miles from Westfield, NJ)
- 1 day 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 (10 miles from Westfield, NJ)
- 1 day ago
- Newark, NJ (10 miles from Westfield, NJ)
- 1 day ago
Banker job family....
- South Plainfield, NJ (6 miles from Westfield, NJ)
- 2 days ago
- South Plainfield, NJ (6 miles from Westfield, 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....
Demographic Data for Westfield, NJ
Moving to Westfield, NJ? Find some basic demographic data about Westfield, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westfield, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westfield, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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