Personal Banker: Trusted Advisor & Cross-Sell Specialist
Valley National Bank
Valley National Bank is seeking a customer-focused professional to join our branch team. You will provide outstanding service, educate customers on products, and assist with new accounts and loan services while promoting online and mobile banking. The role emphasizes accurate cash handling, adherence to policies, and active participation in community initiatives and CRA programs at the Nutley branch. #J-18808-Ljbffr Valley National Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker: Trusted Advisor & Cross-Sell Specialist in Nutley, NJ vacancy
- A prominent financial institution in New Jersey is seeking a dedicated individual to provide exceptional customer service and support bank products. The role requires engaging customers with professionalism, recommending financial solutions, and performing various banking...Suggested
- Santander US is seeking a banking professional in Millburn, NJ, focused on achieving sales targets and fostering client relationships. This role requires a minimum of 3 years of relevant sales experience and a strong customer service orientation. The ideal candidate will...Suggested
- A regional financial institution in Clifton, NJ, is seeking a dedicated customer service representative to provide exceptional service and promote bank products. The successful candidate will engage with customers, analyze financial needs, and assist with account openings...Suggested
- ...demonstrate customers on such, as well as cross sell various products and services.... ...and professional demeanor to establish trust and gain knowledge from the customer. Analyze... ...customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements...Suggested
- ...advice—building the kind of trust that can fuel every goal. We... ...Banking Service Professional, the Personal Banker will provide effective... ...recommending solutions, and selling bank products and services to... ...customers on such, as well as cross‑sell various products and services...SuggestedWork at office
- ...demonstrate customers on such, as well as cross sell various products and services. Ability... ...and professional demeanor to establish trust and gain knowledge from the customer. Analyze... ...activity to Manager maintaining personal knowledge of compliance and regulatory requirements...
- Provident Bank is seeking a Senior Personal Banker for the Bloomingdale branch. The ideal candidate will manage customer relationships, provide high-level service, and promote banking products. Responsibilities include meeting sales goals, assisting customers with their...
- Valley National Bank in Ridgefield, NJ, is seeking a customer-focused representative responsible for providing exceptional customer service and educating clients on bank products. This role requires the ability to analyze customer needs, assist in opening accounts, and ...
- Valley National Bank is hiring for a customer service role in Hackensack, NJ. This position requires a friendly demeanor, expertise in bank products, and the ability to meet customer financial needs effectively. Your responsibilities will include providing exceptional customer...
- Valley National Bank is seeking candidates to deliver exceptional customer service, educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will assist customers in opening accounts, analyzing their needs...
- Columbia Bank is looking for a Universal Banker in Lyndhurst, NJ to provide comprehensive banking services to retail customers. The ideal candidate will be responsible for all transactions and personalized account management, engaging customers and addressing their financial...
- A regional banking institution is seeking a customer-focused individual to provide exemplary service and assist clients with various banking products. Responsibilities include analyzing customer financial needs, offering bank products, and ensuring compliance with regulations...
- A banking institution in New Jersey seeks a candidate to provide exceptional customer service and assist clients with their financial needs. Responsibilities include analyzing customer requirements, recommending suitable banking products, and ensuring service quality. The...
$45k - $88k
...experience and career goals. Kearny Bank Overview The VP, Financial Advisor ("FA") will provide sound financial advice to clients by... ...interaction with branch partners within a defined territory. Identify cross selling opportunities with internal partners and cross refer to all...Temporary workBank staffAfternoon shift- A leading financial institution located in Wayne, New Jersey, is seeking a talented individual to deliver exceptional customer service while promoting various bank products and services. The position requires deep knowledge of bank offerings and strong interpersonal skills...
- Fulton Bank in Rutherford, NJ is seeking a full-time Relationship Banker to provide exceptional customer service while promoting banking solutions. This role involves proactive sales, customer engagement, and compliance with regulations. The ideal candidate will have at...Full time
$21.23 - $26.51 per hour
...Senior Personal Banker - Totowa (Full-time) How would you like to join one... ...assessments, opening accounts, cross selling, tele-consulting, developing relationships... ...actively refer and coordinate specialist support from lending, investment, trust specialists, treasury...Full timeWork at officeLocal areaFlexible hours- ...OceanFirst Bank is seeking a new Personal Banker at our Westfield, NJ branch!... ...needs and effectively sell appropriate banking products... ...Cards, Credit Cards, Wealth and Trust services as well as other strategic... ...requirements and are cross trained in all. #J-18808-Ljbffr...Work at officeNight shift
$17.74 - $29.57 per hour
...strategies, and advice--building the kind of trust that can fuel every goal. We are the... ...customers on such, as well as cross sell various products and services. Ability to... ...customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements...Full timePart time$17.74 - $29.57 per hour
...Banking Service Professional, Personal Banker who will support sales and... ...recommending solutions, and selling bank products and services to... ...bank products and services; cross-sell where appropriate. Present... ...professional demeanor to establish trust and gather customer...Hourly payFull timePart timeWork at office- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business... ...sales position. This is an opportunity to become a trusted professional who helps individuals, families, and business owners...Work at officeImmediate startRemote work
- Provident Bank seeks a Senior Personal Banker to drive relationship-based sales in a multi-branch... ..., assess needs, open accounts, cross-sell products, and manage a book of business... ...will work across lending, investment, trust and treasury partners, coordinating referrals...
- ...assist with account openings, loan discussions, and online/mobile banking demonstrations. The role emphasizes professional conduct, trust-building, accurate cash handling, and adherence to bank policies. You will participate in community CRA efforts and support sales referrals...
$75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive... ...planning experts guide you in creating personalized solutions on behalf of you and your clients... ...., Sales Tasks And Activities, Selling. Work Experience Roles at this level...Full timeTemporary workPart timeWork experience placementWork at office- ...Thrivent Financial Advisor Meaningful work. Rewarding... ...and faith. Provide personal, actionable and... ...generations based on trust and understanding, with... ...Get the support of specialists from every facet of the... ...serving others, not just selling products. Successful...Local area
- ...Thrivent’s comprehensive advisor onboarding program.... ...service and faith. Provide personal, actionable and... ...generations based on trust and understanding, with... .... Get the support of specialists from every facet of the... ...serving others, not just selling products....
- Valley National Bank in Springfield, NJ is looking for a customer-oriented representative to provide top-tier service. Responsibilities include engaging customers, promoting bank products, and meeting financial needs through various services. The ideal candidate should ...
- RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair,... ...management. Job Location Montclair, NJ (In-Person, Full‑Time Role) What You'll Do Lead... ...client records and documentation. Serve as a trusted advisor and resource for clients and...Full timeLocal areaImmediate start
$31.2k - $70k
...firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive... ..., customer service and compliance with personal and professional growth and development.... ...and methods for showing, promoting, and selling products or services. Firm’s working...ApprenticeshipTraineeshipWork experience placement$204.5k - $340.9k
...manager to a team of Wealth Advisors and for being a Wealth Advisor... ...leadership experience. Experience selling effectively to current and... ...skills. Proficiency with personal computers and relevant software... ...Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker: Trusted Advisor & Cross-Sell Specialist. Be the first to apply!

