Personal Banker Jobs in Burlington, 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.
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 2 hours ago
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 2 hours 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...
- Lawrenceville, NJ (15 miles from Burlington, NJ)
- 1 day ago
- Lawrenceville, NJ (15 miles from Burlington, NJ)
- 1 day ago
As a Branch Banker within PNC's retail banking organization, you will be based in Lawrenceville, NJ....
- Philadelphia, PA (19 miles from Burlington, NJ)
- 2 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 2 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 (19 miles from Burlington, NJ)
- 2 days ago
- Philadelphia, PA (19 miles from Burlington, 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....
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Associate Personal Banker - Fishtown
- Philadelphia, PA (19 miles from Burlington, NJ)
- 3 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 3 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....
- Newtown, PA (14 miles from Burlington, NJ)
- 3 days ago
- Newtown, PA (14 miles from Burlington, NJ)
- 3 days ago
PWA Financial, a growing Registered Investment Advisory (RIA) firm, is seeking a Certified Financial Planner (CFP) to join our team. This role involves working directly with existing clients as...
- Newtown, PA (14 miles from Burlington, NJ)
- 4 days ago
- Newtown, PA (14 miles from Burlington, NJ)
- 4 days ago
Join our team as a Personal Banker and help create moments that matter....
Entry Level Client Relationship Manager
- Princeton, NJ (22 miles from Burlington, NJ)
- 4 days ago
- Princeton, NJ (22 miles from Burlington, NJ)
- 4 days ago
ENTRY LEVEL CLIENT RELATIONSHIP MANAGER JOB FUNCTION: Administrative Support JOB TYPE: Temp to Hire LOCATION: Princeton, NJ COMPENSATION: $20/hr REMOTE / ONSITE: Hybrid POSTED: Jun 24, 2025 ABOUT...
- Huntingdon Valley, PA (12 miles from Burlington, NJ)
- 5 days ago
- Huntingdon Valley, PA (12 miles from Burlington, NJ)
- 5 days ago
management or other relevant equivalent experience.Experience working with affluent and high net worth clients.A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life...
- Bristol, PA (2 miles from Burlington, NJ)
- 9 days ago
- Bristol, PA (2 miles from Burlington, NJ)
- 9 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 (19 miles from Burlington, NJ)
- 10 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 10 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (19 miles from Burlington, NJ)
- 10 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 10 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...
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 11 days ago
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 11 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (7 miles from Burlington, NJ)
- 11 days ago
- Langhorne, PA (7 miles from Burlington, NJ)
- 11 days ago
banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering...
Private Client Relationship Manager
- Bryn Athyn, PA (13 miles from Burlington, NJ)
- 12 days ago
- Bryn Athyn, PA (13 miles from Burlington, NJ)
- 12 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
Demographic Data for Burlington, NJ
Moving to Burlington, NJ? Find some basic demographic data about Burlington, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burlington, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burlington, 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
- Complaint Resolution
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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