Personal Banker Jobs in Evesham, 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.
- Mantua, NJ (15 miles from Evesham, NJ)
- 2 days ago
- Mantua, NJ (15 miles from Evesham, NJ)
- 2 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Personal Banker Roving West New Jersey Market
- Moorestown, NJ (8 miles from Evesham, NJ)
- 5 hours ago
- Moorestown, NJ (8 miles from Evesham, NJ)
- 5 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....
- Camden, NJ (12 miles from Evesham, NJ)
- 12 hours ago
- Camden, NJ (12 miles from Evesham, NJ)
- 12 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Cherry Hill, NJ (8 miles from Evesham, NJ)
- 13 hours ago
- Cherry Hill, NJ (8 miles from Evesham, NJ)
- 13 hours ago
Associate Financial Advisor Boutique RIA Cherry Hill, NJ Overview Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Advisor to collaborate...
Health Solutions Client Relationship Manager
- Philadelphia, PA (15 miles from Evesham, NJ)
- 18 hours ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 18 hours ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Personal Banker - Southern Division
- Springfield, PA (23 miles from Evesham, NJ)
- 19 hours ago
- Springfield, PA (23 miles from Evesham, NJ)
- 19 hours ago
Function This position can be based out of any of our branches in the Eastern Region. The branches include, Brookhaven, Glen Mills, Springfield, West Chester, Kennett Square, Paoli, Oxford, and...
Personal Banker Adams and Tabor Road
- Philadelphia, PA (15 miles from Evesham, NJ)
- 5 days ago
- Philadelphia, PA (15 miles from Evesham, 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 Relationship Manager
- Flourtown, PA (24 miles from Evesham, NJ)
- 6 days ago
- Flourtown, PA (24 miles from Evesham, NJ)
- 6 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...
- Deptford, NJ (13 miles from Evesham, NJ)
- 6 days ago
- Deptford, NJ (13 miles from Evesham, NJ)
- 6 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...
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (15 miles from Evesham, NJ)
- 7 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 7 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...
- Sewell, NJ (12 miles from Evesham, NJ)
- 7 days ago
- Sewell, NJ (12 miles from Evesham, NJ)
- 7 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 (15 miles from Evesham, NJ)
- 8 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 8 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 (15 miles from Evesham, NJ)
- 8 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 8 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 (15 miles from Evesham, NJ)
- 10 days ago
- Philadelphia, PA (15 miles from Evesham, 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....
- Philadelphia, PA (15 miles from Evesham, NJ)
- 13 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 13 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...
Demographic Data for Evesham, NJ
Moving to Evesham, NJ? Find some basic demographic data about Evesham, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Evesham, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Evesham, 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
- Check Cashing
- 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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