Personal Banker Jobs in Marlton, 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.
- Bristol, PA (18 miles from Marlton, NJ)
- 1 day ago
- Bristol, PA (18 miles from Marlton, NJ)
- 1 day 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 Westmont Plaza Branch
- Collingswood, NJ (9 miles from Marlton, NJ)
- 2 days ago
- Collingswood, NJ (9 miles from Marlton, 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....
Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (15 miles from Marlton, NJ)
- 2 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (15 miles from Marlton, NJ)
- 3 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 3 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...
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 3 days ago
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 3 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 (22 miles from Marlton, NJ)
- 4 days ago
- Langhorne, PA (22 miles from Marlton, NJ)
- 4 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 Banker - South Jersey Market Hire - Cinnaminson, NJ
- Cinnaminson, NJ (11 miles from Marlton, NJ)
- 5 days ago
- Cinnaminson, NJ (11 miles from Marlton, NJ)
- 5 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...
Private Client Relationship Manager
- Bryn Athyn, PA (21 miles from Marlton, NJ)
- 5 days ago
- Bryn Athyn, PA (21 miles from Marlton, NJ)
- 5 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...
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 6 days ago
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 6 days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Bilingual Spanish - Mobile Banking Personal Banker
- Prospect Park, PA (21 miles from Marlton, NJ)
- 6 days ago
- Prospect Park, PA (21 miles from Marlton, NJ)
- 6 days ago
Job Profile** ****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...
Personal Banker Roving West New Jersey Market
- Delran, NJ (12 miles from Marlton, NJ)
- 7 days ago
- Delran, NJ (12 miles from Marlton, NJ)
- 7 days 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....
Private Client Relationship Manager
- Philadelphia, PA (15 miles from Marlton, NJ)
- 7 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 7 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Personal Banker II- Willingboro, NJ
- Willingboro, NJ (12 miles from Marlton, NJ)
- 7 days ago
- Willingboro, NJ (12 miles from Marlton, NJ)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Demographic Data for Marlton, NJ
Moving to Marlton, NJ? Find some basic demographic data about Marlton, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Marlton, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Marlton, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- 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
- Investigation
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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