Personal Banker Jobs in Audubon, 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.
- Riverton, NJ (8 miles from Audubon, NJ)
- 30+ days ago
- Riverton, NJ (8 miles from Audubon, NJ)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Maple Shade, NJ (5 miles from Audubon, NJ)
- 5 hours ago
- Maple Shade, NJ (5 miles from Audubon, NJ)
- 5 hours ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
Floating Personal Banker - Bucks County, PA
- Jenkintown, PA (14 miles from Audubon, NJ)
- 6 hours ago
- Jenkintown, PA (14 miles from Audubon, NJ)
- 6 hours ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
Floating Personal Banker - Delaware County, PA
- Broomall, PA (16 miles from Audubon, NJ)
- 6 hours ago
- Broomall, PA (16 miles from Audubon, NJ)
- 6 hours ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
Roving Personal Banker Bucks East District
- Langhorne, PA (21 miles from Audubon, NJ)
- 7 hours ago
- Langhorne, PA (21 miles from Audubon, NJ)
- 7 hours ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Philadelphia, PA (6 miles from Audubon, NJ)
- 1 day ago
- Philadelphia, PA (6 miles from Audubon, NJ)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (3 miles from Audubon, NJ)
- 2 days ago
- Cherry Hill, NJ (3 miles from Audubon, NJ)
- 2 days ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
- Philadelphia, PA (6 miles from Audubon, NJ)
- 4 days ago
- Philadelphia, PA (6 miles from Audubon, NJ)
- 4 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
Associate Personal Banker - 15th & Chestnut Street
- Philadelphia, PA (6 miles from Audubon, NJ)
- 4 days ago
- Philadelphia, PA (6 miles from Audubon, 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....
Associate Personal Banker - Fishtown
- Philadelphia, PA (6 miles from Audubon, NJ)
- 5 days ago
- Philadelphia, PA (6 miles from Audubon, NJ)
- 5 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....
Private Client Banker - Sewell Mill Pond Village Branch (New Build) - Sewell, NJ
- Sewell, NJ (9 miles from Audubon, NJ)
- 8 days ago
- Sewell, NJ (9 miles from Audubon, NJ)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Conshohocken, PA (17 miles from Audubon, NJ)
- 10 days ago
- Conshohocken, PA (17 miles from Audubon, NJ)
- 10 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....
- Bristol, PA (19 miles from Audubon, NJ)
- 11 days ago
- Bristol, PA (19 miles from Audubon, NJ)
- 11 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (6 miles from Audubon, NJ)
- 12 days ago
- Philadelphia, PA (6 miles from Audubon, NJ)
- 12 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (6 miles from Audubon, NJ)
- 13 days ago
- Philadelphia, PA (6 miles from Audubon, NJ)
- 13 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
Demographic Data for Audubon, NJ
Moving to Audubon, NJ? Find some basic demographic data about Audubon, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Audubon, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Audubon, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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