Personal Banker: Trusted Advisor & Cross-Sell Expert
Valley National Bank
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 transactions. Applicants should possess strong analytical skills and a thorough understanding of the bank's services. This position plays a significant role in achieving sales targets and supporting community initiatives. #J-18808-Ljbffr Valley National Bank
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker: Trusted Advisor & Cross-Sell Expert in South Orange, NJ vacancy
- Valley National Bank is seeking a dedicated individual to provide exceptional customer service in Newark, NJ. The selected candidate will be responsible for understanding customer financial needs, educating them on bank products and services, and ensuring compliance with...Suggested
- ...Description: SAP S/4HANA Finance Business Advisor (Utility FERC Accounting Expert) Location: Newark NJ (Hybrid- 3 days... ...Asset & Plant Classifications: Cross‑reference technical specifications... ...including the Nuclear Decommissioning Trust Fund (NDTF), the Independent Spent...Suggested3 days per week
- ...their financial needs, and assist in opening accounts. Participation in community events is encouraged. The ideal candidate will possess strong sales and communication skills to foster customer trust and satisfaction in all transactions. #J-18808-Ljbffr Valley National BankSuggested
- ...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...Suggested
Valley Bank
Livingston, NJ3 days ago - ...Thrivent Financial Advisor Meaningful work. Rewarding... ...an impact providing expert financial advice with heart... ...and faith. Provide personal, actionable and... ...throughout generations based on trust and understanding, with... ...others, not just selling products. Successful...SuggestedLocal area
Thrivent Financial for Lutherans
Newark, NJ1 day ago - 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...
- Banco Santander SA in Livingston, NJ sucht einen erfahrenen Senior Relationship Banker zur Verwaltung und Verbesserung von Kundenbeziehungen. Der ideale Kandidat hat über 5 Jahre Erfahrung im Verkauf und im Kundenservice und kann erfolgreich Kunden präsentieren. Diese...
- ...Banking Service Professional, the Personal Banker will provide effective... ..., recommending solutions and selling bank products and services to... ...demonstrate them to customers, and cross‑sell various products and... ...professional demeanor to establish trust and gain knowledge from the...Work at office
- Make an impact providing expert financial advice with... ...Thrivent’s comprehensive advisor onboarding program.... ...service and faith. Provide personal, actionable and... ...throughout generations based on trust and understanding, with... ...others, not just selling products. Requirements...
- A regional financial institution in Caldwell is seeking a dedicated customer service representative to assist clients with their banking needs. Responsibilities include providing exceptional service, educating customers on products, and participating in community initiatives...
- ...Bank - UHNW Private Banker Working at Citi... ...subject matter expert within one area. Strong... .... Serve as a trusted advisor to clients who... ...client families that cross generations to... ...team goals above personal achievement. Encourage... ...in relationship selling ~ Demonstrates...
- 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...
- A regional banking institution in Nutley is seeking a customer-focused professional to provide exceptional service and support customers in their financial needs. Responsibilities include educating clients on a range of banking products, facilitating account openings, and...
$21.23 - $26.51 per hour
...Senior Personal Banker - Jersey City Lafayette - Full-time How would you like to join one of... ...needs-based assessments, opening accounts, cross selling, tele-consulting, developing... ...specialist support from lending, investment, trust specialists, treasury management and other...Full timeWork at officeFlexible hoursProvident Bank
Jersey City, NJ4 days ago$18.41 - $23.03 per hour
...Personal Banker - West Orange (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey... ...Key Responsibilities Sales: Meet sales referrals and cross-selling goals by knowing the features and benefits of all products...Full timeWork at officeFlexible hoursProvident Bank
West Orange, NJ3 days ago- ...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...
Valley National Bancorp
Belleville, NJ3 days ago $18.41 - $23.03 per hour
...employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish... ...transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of...Full timeWork at officeLocal areaFlexible hoursProvident Bank
Orange, NJ18 hours ago- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch... ...transactional sales position. This is an opportunity to become a trusted professional who helps individuals, families, and business...Work at officeImmediate startRemote work
Wisepath Financial Group
Livingston, NJ6 days ago $50k
...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Newark, NJ5 days ago$38.25k
...Relationship Banker Santander is a global leader and innovator... ...Banker you serve as a trusted advisor to customers, focusing on building... ...identify opportunities for cross-selling services, resolving issues,... ...experience, delivering personalized, seamless, and attentive...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...techniques, business succession planning, and collaborative planning with CPAs, attorneys, and other trusted advisors. By combining innovation, education, and personalized guidance, we help clients protect their assets, minimize taxes, and build lasting legacies for...Flexible hours
WealthBridge Financial Group
Short Hills, NJ12 hours ago - ...banking, a strong understanding of retail banking, and excellent communication skills. You will analyze clients' financial needs, cross-sell banking products, and maintain operational compliance. Valley Bank fosters a community-focused environment where you’re expected...Local area
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a dynamic Business Development... ...surrounding you with opportunities for personal growth. Our Employee Benefits Package... ...to build successful, collaborative, and trusting relationships Instinctive aptitude...Temporary workWork at officeLocal areaImmediate startFlexible hoursCAPTRUST
Newark, NJ9 days ago- ...communication skills, analytical abilities, and experience in branch banking. Responsibilities include meeting customer needs, cross-selling products, and ensuring compliance with banking policies. Candidates with a degree in business or finance are preferred, along with...
$85k - $145k
For 40 years, Mercer Advisors has worked with families... ...as the primary trusted advisor to a book of 1... ...Directors as a subject matter expert (SME) in investments,... ...Role model for cross‑firm teamwork and collaboration... ...match Pet insurance Personalized financial planning and...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$65k - $70k
...currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and... ...and is responsible for delivering personalized financial strategies to mass... ...video. The primary objective of this trusted advisor is to grow client assets,...Currently hiringWork at officeLocal areaFlexible hours- Personal Banker Associate I - Westfield GENERAL FUNCTION Selected candidates are intended to become... ...reviews. Primarily focused on cross-selling to existing customer base and engaging... ...customer issues. Maintain a position of trust and responsibility by keeping all business...Work experience placementWork at office
$20.43 - $32.31 per hour
Fulton Financial is seeking a Relationship Banker based at their Chatham, NJ financial center. This role demands a strong focus on customer... ...include engaging customers through calls and in-person interactions, while maintaining compliance with policies. Compensation...Hourly pay- ...Experienced Financial Advisor Build the Business You've Always Envisioned Remote... ...business builders, leaders, mentors, and trusted professionals. Our platform is designed... ...financial reviews Deliver personalized planning strategies Help clients pursue...Work at officeRemote work
- ...working experience required* Working in a team-selling environment**Preferred Qualifications***... ..., and scientists.The Advanced Clinical Expert is accountable for providing educational... ...and implementation team.* Collaborates cross functionally with Sales, Marketing, and Training...Work experience placementNight shift
Abbott Laboratories company
Newark, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker: Trusted Advisor & Cross-Sell Expert. Be the first to apply!
