Personal Banker (Middletown, Nj)
By Valley Bank At Middletown, NJ, United States
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
Detail oriented, strong organizational skills, and high degree of accuracy.
Ability to manage multiple projects simultaneously.
Personal Banker - Township
By Valley Bank At Washington, NJ, United States
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.

Are you looking for a job that offers a great work-life balance and the opportunity to help people achieve their financial goals? Look no further! We are looking for a Personal Banker to join our team and provide exceptional customer service to our clients. You will be responsible for helping customers open accounts, process transactions, and provide financial advice. If you have a passion for helping others and a knack for finance, this could be the perfect job for you!

A Personal Banker is a financial professional who works with customers to provide banking services such as opening accounts, providing loans, and managing investments. They are responsible for helping customers with their banking needs and providing advice on financial products and services.

What is Personal Banker Skills Required?

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Ability to work independently and in a team
• Knowledge of banking regulations and compliance
• Proficiency in computer software and applications

What is Personal Banker Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or customer service
• Professional certification in banking or finance

What is Personal Banker Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
• Knowledge of financial planning and wealth management

What is Personal Banker Experience?

• Previous experience in banking or customer service
• Experience in sales and customer service
• Experience in financial planning and wealth management

What is Personal Banker Responsibilities?

• Open new accounts and process customer transactions
• Provide advice and guidance on banking products and services
• Develop and maintain relationships with customers
• Monitor customer accounts and provide updates on changes