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.
- Hackensack, NJ (22 miles from Westfield, NJ)
- 5 hours ago
- Hackensack, NJ (22 miles from Westfield, NJ)
- 5 hours ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
- Kingston, NJ (23 miles from Westfield, NJ)
- 9 hours ago
- Kingston, NJ (23 miles from Westfield, NJ)
- 9 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Financial Advisor - Midtown NYC
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
- New York, NY (19 miles from Westfield, NJ)
- 19 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Pequannock, NJ (20 miles from Westfield, NJ)
- 2 days ago
- Pequannock, NJ (20 miles from Westfield, NJ)
- 2 days ago
As a Full Time Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Pompton Plains, NJ....
Private Client Banker - New Build - Boerum Hill - Brooklyn, NY
- Brooklyn, NY (18 miles from Westfield, NJ)
- 3 days ago
- Brooklyn, NY (18 miles from Westfield, NJ)
- 3 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...
Personal Banker- Spanish Speaking
- Bridgewater, NJ (14 miles from Westfield, NJ)
- 3 days ago
- Bridgewater, NJ (14 miles from Westfield, NJ)
- 3 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Leonia, NJ (23 miles from Westfield, NJ)
- 3 days ago
- Leonia, NJ (23 miles from Westfield, NJ)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (18 miles from Westfield, NJ)
- 3 days ago
- Clifton, NJ (18 miles from Westfield, NJ)
- 3 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...
- Brooklyn, NY (18 miles from Westfield, NJ)
- 3 days ago
- Brooklyn, NY (18 miles from Westfield, NJ)
- 3 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....
Institutional Banking Consultant
- Bogota, NJ (22 miles from Westfield, NJ)
- 3 days ago
- Bogota, NJ (22 miles from Westfield, NJ)
- 3 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...
Personal Banker - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 3 days ago
- New York, NY (19 miles from Westfield, NJ)
- 3 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 - Queens West Area
- New York, NY (19 miles from Westfield, NJ)
- 4 days ago
- New York, NY (19 miles from Westfield, NJ)
- 4 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....
Personal Banker - North Brunswick - Full-Time
- North Brunswick, NJ (16 miles from Westfield, NJ)
- 4 days ago
- North Brunswick, NJ (16 miles from Westfield, NJ)
- 4 days ago
office conditions in a retail-banking establishment....
Private Client Banker - Carnegie Hall - New York, NY
- New York, NY (19 miles from Westfield, NJ)
- 4 days ago
- New York, NY (19 miles from Westfield, NJ)
- 4 days ago
JobID: 210639794 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-25T16:45:19+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker SAFE Act - Chelsea Branch
- New York, NY (19 miles from Westfield, NJ)
- 5 days ago
- New York, NY (19 miles from Westfield, NJ)
- 5 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 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
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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