Personal Banker Jobs in Woodbridge, 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 Northern Middlesex District Evergreen
- North Brunswick, NJ (12 miles from Woodbridge, NJ)
- 1 hour ago
- North Brunswick, NJ (12 miles from Woodbridge, NJ)
- 1 hour 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 - Fairfield, NJ
- Fairfield, NJ (22 miles from Woodbridge, NJ)
- 3 hours ago
- Fairfield, NJ (22 miles from Woodbridge, NJ)
- 3 hours ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Cliffside Park, NJ (24 miles from Woodbridge, NJ)
- 4 hours ago
- Cliffside Park, NJ (24 miles from Woodbridge, NJ)
- 4 hours 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 Delaware South Area
- Newark, NJ (13 miles from Woodbridge, NJ)
- 4 hours ago
- Newark, NJ (13 miles from Woodbridge, NJ)
- 4 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....
- Raritan, NJ (18 miles from Woodbridge, NJ)
- 16 hours ago
- Raritan, NJ (18 miles from Woodbridge, NJ)
- 16 hours ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Private Client Banker - Broadway & 32nd New York, NY ( English/Korean )
- New York, NY (20 miles from Woodbridge, NJ)
- 16 hours ago
- New York, NY (20 miles from Woodbridge, NJ)
- 16 hours ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Bilingual Spanish North Elizabeth Branch
- Elizabeth, NJ (10 miles from Woodbridge, NJ)
- 16 hours ago
- Elizabeth, NJ (10 miles from Woodbridge, NJ)
- 16 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....
Business Consulting-Core Banking Consultant
- New York, NY (20 miles from Woodbridge, NJ)
- 17 hours ago
- New York, NY (20 miles from Woodbridge, NJ)
- 17 hours ago
No C2C.Only on W2 Accepted. Business Consulting-Core Banking Consultant to join our team in New York, NY [One Day/week onsite is must]. Required Qualifications: 5 + years of IT experience English...
Personal Banker Bilingual Spanish North Plainfield
- North Plainfield, NJ (8 miles from Woodbridge, NJ)
- 1 day ago
- North Plainfield, NJ (8 miles from Woodbridge, 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 Associate II - Whitehall Plaza FH
- New York, NY (20 miles from Woodbridge, NJ)
- 1 day ago
- New York, NY (20 miles from Woodbridge, NJ)
- 1 day ago
Banker job family....
Personal Banker SAFE Act - Brooklyn Area
- New York, NY (20 miles from Woodbridge, NJ)
- 2 days ago
- New York, NY (20 miles from Woodbridge, NJ)
- 2 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 - Freehold - Full-time
- Freehold, NJ (22 miles from Woodbridge, NJ)
- 2 days ago
- Freehold, NJ (22 miles from Woodbridge, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
- New York, NY (20 miles from Woodbridge, NJ)
- 2 days ago
- New York, NY (20 miles from Woodbridge, NJ)
- 2 days ago
Banker job family....
Independent Financial Advisor- 100% Remote!
- New York, NY (20 miles from Woodbridge, NJ)
- 3 days ago
- New York, NY (20 miles from Woodbridge, NJ)
- 3 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Remote Work- New York, NY (20 miles from Woodbridge, NJ)
- 3 days ago
- New York, NY (20 miles from Woodbridge, NJ)
- 3 days ago
Financial advisors and teams wanted for an exceptional opportunity to own equity in your business.
Demographic Data for Woodbridge, NJ
Moving to Woodbridge, NJ? Find some basic demographic data about Woodbridge, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodbridge, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodbridge, 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- 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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