Personal Banker Jobs in New Jersey
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.
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Lincroft 3.6 3.6 out of 5 stars 600 Newman Springs Road, Lincroft, NJ 07738 Why Wells Fargo: Are you looking for more? Find it here....
Advisor Development Program - Financial Advisor Solutions Trainee (Centralized): Mount Laurel Office
- Mount Laurel, NJ
- 22 hours ago
- Mount Laurel, NJ
- 22 hours ago
This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management....
Responsibilities include, but are not limited to: Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently....
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...
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Cinnaminson, NJ. This branch is located at 1620 RIVERTON RD, CINNAMINSON, NJ 08077....
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...
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
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...
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
Client Relationship Manager Indianapolis, In About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the...
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
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 New Jersey
Moving to New Jersey? Find some basic demographic data about New Jersey below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Jersey
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Jersey 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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