Personal Banker: Service, Needs Analysis & Cross-Sell
Valley Bank
A leading financial institution is looking for a Banking Service Professional in Succasunna, NJ to provide exceptional customer service and support sales activities. This entry-level position requires strong communication and analytical skills, along with a willingness to educate clients on bank products. Responsibilities include routine banking transactions, maintaining compliance, and acting as Vault Teller. Ideal candidates should have at least 1 year of experience in branch banking or related training, and a strong orientation toward customer service. #J-18808-Ljbffr
- ...offices across the U.S. As a Banking Service Professional, the Personal Banker will provide effective support of... ...and demonstrate customers on them, cross‑sell various products and services. Present... ...to establish trust, analyze needs, and recommend appropriate products...SuggestedFull timeWork at office
- ...providing exceptional customer service in accordance with Valley's... ...customers on such, as well as cross sell various products and services... ...from the customer. Analyze needs and recommend appropriate products... ...to Manager maintaining personal knowledge of compliance and regulatory...Suggested
- ...providing exceptional customer service in accordance with Valley's... ...customers on such, as well as cross sell various products and services... ...from the customer. Analyze needs and recommend appropriate products... ...to Manager maintaining personal knowledge of compliance and regulatory...Suggested
- ...associates as well. As a Banking Service Professional, the Personal Banker will provide effective support... ...solutions by analyzing needs, recommending solutions and selling bank products and services to... ...customers on such, as well as cross sell various products and services...SuggestedWork at office
$75k
...guide you in creating personalized solutions on behalf of... ...efficiently handling sales and service, identifying sales and... ...on client financial needs and objectives.... ...Building Credit Risk Analysis Customer Engagement... ...Tasks And Activities Selling Work Experience Roles...SuggestedFull timeTemporary workWork experience placementWork at office- ...Bank is seeking a customer-focused professional in Succasunna, New Jersey. The role requires providing exceptional service, analyzing customer financial needs, and presenting suitable banking products. The ideal candidate will assist customers with account openings, loan...
$49.5k - $82.5k
...Position Overview As a Branch Banker within PNC's retail... ...of proactive sales and service activities. Manages the... ...products to meet their needs. Educates customers on... ...Retail Lending Selling Understanding Customer... ...opportunity to qualified persons regardless of race, color...Full timeTemporary workWork experience placementWork at officeShift work$18.41 - $23.03 per hour
...POSITION OVERVIEW: As a Personal Banker at Provident Bank, your... ...and satisfy their financial needs and to provide a positive customer... ...transaction and sales and service duties. The responsibilities... ...limited to opening accounts, cross-selling, tele-consulting, developing...Full timeWork at officeLocal areaFlexible hours$18.41 - $23.03 per hour
...Position Overview As a Personal Banker at Provident Bank, your primary... ...and satisfy their financial needs and to provide a positive customer... ...transaction and sales and service duties. The responsibilities... ...to opening accounts, cross‑selling, tele‑consulting, developing...Part timeWork at officeLocal areaFlexible hours$21.23 - $26.51 per hour
...: At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales and service environment through building mutually... ...while greeting customers, performing needs-based assessments, opening accounts, cross selling, tele-consulting, developing relationships...Full timeWork at officeLocal areaFlexible hours- ...dedicated professional in Budd Lake, NJ, to provide exceptional customer service and assist with various bank products. Your role will involve engaging with customers, analyzing financial needs, and recommending appropriate banking solutions. The ideal candidate will...
$85k - $145k
...including size, growth, service quality, technology,... ...procedure Other duties as needed Required Knowledge,... ...Consultant (ChFC), Personal Financial Specialist (PFS... ...asset allocation and analysis for portfolio reviews/investment... ...Role model for cross-Firm teamwork and collaboration...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$21 - $25 per hour
...Overview The Personal Banker is responsible for delivering exceptional service to both existing and prospective clients. This role... ...identifying and addressing service needs, executing transactions... ...demonstrate a willingness to be cross trained to perform duties necessary...Full timeWork at officeAfternoon shift$54.38k
...Senior Relationship Banker, Parsippany, NJ... ...in the financial services industry and is evolving... ...maximizing cross-sales opportunities... ...clients, ensuring their needs are met and issues... ..., delivering personalized, seamless, and attentive... ...Years Experience selling products and/or...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$38.25k
...innovator in the financial services industry and is... ...As a Relationship Banker you serve as a trusted... ...understanding their financial needs and goals. This role... ...identify opportunities for cross-selling services, resolving... ..., delivering personalized, seamless, and attentive...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$115k - $140k
...Funding/Grant recipient clients’ problems and needs and identify opportunities for cross‑selling SCE’s broad range of professional services. Developing State Funding/Grant... ...Developing and sustaining professional and personal relationships at the leadership levels of...Full timeWork at officeMonday to Friday- ...Valley Bank in Dover, NJ, is seeking a Banking Service Professional to provide exceptional customer service and support sales activities... ...compliance with operational procedures, and analyzing customer financial needs. The role offers opportunities to engage in community events and...
$85k - $145k
...development and client service efforts. Essential Job... ...Other duties as needed Required Knowledge... ...Financial Consultant (ChFC), Personal Financial Specialist (... ...perform asset allocation and analysis for portfolio reviews/... ...- Role model for cross-Firm teamwork and collaboration...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$25 - $27.88 per hour
...Associate to engage clients in the lobby, educate them on self‑service banking options, and perform cash transactions efficiently. The... ...Accurately and efficiently process cash transactions for clients as needed. Execute the bank's risk culture and strive for operational...Hourly payWork at officeShift workWeekend workDay shift- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division. This role emphasizes building strong... ...solutions. You'll assist customers with account openings and service requests, educating them on digital banking tools while...
$38.25k - $61k
...USA Inc. is seeking a Relationship Banker in Boonton, NJ, who will serve as... ...advisor, focusing on customer financial needs. You will actively promote and cross-sell banking products to achieve sales... ..., and a commitment to customer service. This position offers a...$150k - $175k
...Healthcare Advisory Financial Services Consultant Manager Withum's Healthcare Advisory Services practice is seeking a Financial Services... ...industry trends. ~ Proven ability to lead teams, collaborate cross-functionally, and build trusted relationships with clients and...Work at officeLocal areaRemote work$85k - $145k
...metrics – including size, growth, service quality, technology,... ...relationship skills to diagnose the needs of clients and propose... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered... ...perform asset allocation and analysis for portfolio reviews...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$145k - $185k
...institution with a 125-year tradition of service and the personalized approach of a nimble financial... ...market trends to meet client borrowing needs. Ensures compliance with policies, standards... ...and 6 years of experience in Credit Analysis and Credit Underwriting of Portfolio...Work at office$145k - $185k
...with cash flow financing for manufacturers, service providers, and private equity sponsors... ...and market conditions. The VP will lead analysis, reporting, and asset management activities... ...and quality benefits program to meet the needs of our associates. More information can...Work at office- ...Provident Bank is seeking a Personal Banker in Boonton, NJ, to establish relationships with customers and understand their financial needs. The role involves meeting sales expectations and providing exceptional customer service during transactions. Ideal candidates should...
$21 - $25 per hour
...Kearny Bank is seeking a Personal Banker to deliver exceptional service to clients in Bernardsville, New Jersey. The role involves managing client relationships, processing transactions, and identifying financial solutions aligned with client goals. The ideal candidate...Hourly payFull time- ...Category Investment Services Position Type (... ...each customer by need for suitability. Provides... ...in order to promote and sell brokerage and insurance... ...products as well as to cross sell banking products and... ...opportunity for all qualified persons. Fulton will recruit,...Full timeLocal areaWork visaFlexible hours
$85k - $145k
...relationship skills to diagnose the needs of clients and propose... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered... ...perform asset allocation and analysis for portfolio reviews... ...Program ~ Company Paid Concierge Services for you and your loved ones...Temporary workWork at officeRemote workMonday to Friday$176.4k - $327.6k
...the U.S. risk and control register. This person will lead annual compliance risk assessments... ...residual risk scores in partnership with cross-functional stakeholders and business advisors... ...of a medical condition or disability, you need a reasonable accommodation for any part of...Work at officeVisa sponsorshipRelocation package
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