Personal Banker Jobs in Atco, NJ
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.
Personal Banker Adams and Tabor Road
- Philadelphia, PA (21 miles from Atco, NJ)
- 2 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Career Change Opportunity
- Sewell, NJ (15 miles from Atco, NJ)
- 3 days ago
- Sewell, NJ (15 miles from Atco, NJ)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Deptford, NJ (16 miles from Atco, NJ)
- 3 days ago
- Deptford, NJ (16 miles from Atco, NJ)
- 3 days ago
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...
Associate Bank Financial Advisor
- Hainesport, NJ (13 miles from Atco, NJ)
- 3 days ago
- Hainesport, NJ (13 miles from Atco, NJ)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (21 miles from Atco, NJ)
- 4 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 4 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Signal Financial...
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (21 miles from Atco, NJ)
- 4 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Sewell, NJ (15 miles from Atco, NJ)
- 4 days ago
- Sewell, NJ (15 miles from Atco, NJ)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Financial Representative-PA
- Philadelphia, PA (21 miles from Atco, NJ)
- 5 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 5 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkHomefront Heroes Hiring - Associate Personal Banker - Metro Philadelphia, PA
- Philadelphia, PA (21 miles from Atco, NJ)
- 5 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 5 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Boots to Banking Personal Banker Metro Philadelphia, PA
- Philadelphia, PA (21 miles from Atco, NJ)
- 7 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Philadelphia, PA (21 miles from Atco, NJ)
- 10 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 10 days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
- Riverton, NJ (18 miles from Atco, NJ)
- 11 days ago
- Riverton, NJ (18 miles from Atco, NJ)
- 11 days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Merrill Experienced Financial Advisor
- Philadelphia, PA (21 miles from Atco, NJ)
- 14 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor Training included Philadelphia
- Philadelphia, PA (21 miles from Atco, NJ)
- 17 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 17 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Financial Analyst, Engagement Financial Advisor
- Philadelphia, PA (21 miles from Atco, NJ)
- 18 days ago
- Philadelphia, PA (21 miles from Atco, NJ)
- 18 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Demographic Data for Atco, NJ
Moving to Atco, NJ? Find some basic demographic data about Atco, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Atco, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Atco, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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