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.
Experienced Personal Banker - Burlington County, NJ
- Burlington, NJ
- 1 day ago
- Burlington, NJ
- 1 day 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 - Burlington County, NJ
- Willingboro, NJ (4 miles from Burlington, NJ)
- 1 day ago
- Willingboro, NJ (4 miles from Burlington, NJ)
- 1 day 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....
Associate Personal Banker Woodhaven Branch
- Bensalem, PA (5 miles from Burlington, NJ)
- 2 days ago
- Bensalem, PA (5 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....
- Princeton, NJ (22 miles from Burlington, NJ)
- 2 days ago
- Princeton, NJ (22 miles from Burlington, NJ)
- 2 days ago
As a branch banker within PNC's retail banking organization, you will be based in Princeton, NJ....
Associate Personal Banker - Metro Philadelphia
- 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....
- Wynnewood, PA (23 miles from Burlington, NJ)
- 2 days ago
- Wynnewood, PA (23 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....
Associate Client Relationship Manager
- Philadelphia, PA (19 miles from Burlington, NJ)
- 5 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 5 days ago
PRINCIPAL ELEMENTS & ACCOUNTABILITIES Initiate and work through to completion, with FO Senior Associate, the intake and on-boarding of all relationships and related services. Maintain internal...
Floating Personal Banker - Bucks County, PA
- Feasterville Trevose, PA (9 miles from Burlington, NJ)
- 6 days ago
- Feasterville Trevose, PA (9 miles from Burlington, NJ)
- 6 days 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
- Penn Wynne, PA (23 miles from Burlington, NJ)
- 7 days ago
- Penn Wynne, PA (23 miles from Burlington, NJ)
- 7 days 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 - Bucks County, PA
- Jenkintown, PA (14 miles from Burlington, NJ)
- 9 days ago
- Jenkintown, PA (14 miles from Burlington, NJ)
- 9 days 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....
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 11 days ago
- Cherry Hill, NJ (14 miles from Burlington, NJ)
- 11 days ago
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 promotion...
- Philadelphia, PA (19 miles from Burlington, NJ)
- 13 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 13 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)
- 13 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 13 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 (19 miles from Burlington, NJ)
- 14 days ago
- Philadelphia, PA (19 miles from Burlington, NJ)
- 14 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)
- 15 days ago
- Newtown, PA (14 miles from Burlington, NJ)
- 15 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...
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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »