Personal Banker Jobs in Whippany, 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 SAFE Act - Madison/42nd Branch
- New York, NY (22 miles from Whippany, NJ)
- 6 hours ago
- New York, NY (22 miles from Whippany, NJ)
- 6 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 Bilingual Perth Amboy
- Perth Amboy, NJ (22 miles from Whippany, NJ)
- 10 hours ago
- Perth Amboy, NJ (22 miles from Whippany, NJ)
- 10 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....
- Plainfield, NJ (14 miles from Whippany, NJ)
- 23 hours ago
- Plainfield, NJ (14 miles from Whippany, NJ)
- 23 hours ago
As a branch banker within PNC's retail banking organization, you will be based in Plainfield, NJ....
Sr. Client Relationship Manager (Hybrid)
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
Return to selected search result Sr. Client Relationship Manager (Hybrid) Apply locations Edgewood, NY El Dorado Hills, CA time type Full time posted on Posted Today job requisition id JR1075234...
Remote WorkPersonal Banker SAFE Act - Manhattan Square Area
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
- New York, NY (22 miles from Whippany, 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....
Personal Banker - Highland Park - Full-Time
- Highland Park, NJ (22 miles from Whippany, NJ)
- 1 day ago
- Highland Park, NJ (22 miles from Whippany, NJ)
- 1 day ago
office conditions in a retail-banking establishment....
Private Client Financial Advisor - Queens, NY
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Banker - Broadway and 79th St. - New York, NY
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
- New York, NY (22 miles from Whippany, NJ)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Parsippany, NJ (2 miles from Whippany, NJ)
- 1 day ago
- Parsippany, NJ (2 miles from Whippany, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- New Milford, NJ (22 miles from Whippany, NJ)
- 1 day ago
- New Milford, NJ (22 miles from Whippany, NJ)
- 1 day 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...
- Livingston, NJ (5 miles from Whippany, NJ)
- 1 day ago
- Livingston, NJ (5 miles from Whippany, NJ)
- 1 day 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...
- Dover, NJ (9 miles from Whippany, NJ)
- 3 days ago
- Dover, NJ (9 miles from Whippany, 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....
Wealth Financial Advisor - Berkley Heights, NJ
- Berkeley Heights, NJ (10 miles from Whippany, NJ)
- 3 days ago
- Berkeley Heights, NJ (10 miles from Whippany, NJ)
- 3 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkFinancial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (24 miles from Whippany, NJ)
- 6 days ago
- Brooklyn, NY (24 miles from Whippany, NJ)
- 6 days ago
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker SAFE Act - Manhattan Uptown Area
- New York, NY (22 miles from Whippany, NJ)
- 7 days ago
- New York, NY (22 miles from Whippany, NJ)
- 7 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 Whippany, NJ
Moving to Whippany, NJ? Find some basic demographic data about Whippany, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Whippany, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Whippany, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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