Personal Banker Jobs in Medford, 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 II Southwest Health Plans
- Trenton, NJ (24 miles from Medford, NJ)
- 1 day ago
- Trenton, NJ (24 miles from Medford, NJ)
- 1 day ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Financial Analyst, Engagement Financial Advisor
- Philadelphia, PA (19 miles from Medford, NJ)
- 1 day ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 1 day ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
- Lansdowne, PA (24 miles from Medford, NJ)
- 1 day ago
- Lansdowne, PA (24 miles from Medford, NJ)
- 1 day ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Lansdowne, PA at the Lansdowne Branch....
Personal Banker Adams and Tabor Road
- Philadelphia, PA (19 miles from Medford, NJ)
- 2 days ago
- Philadelphia, PA (19 miles from Medford, 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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Assoicate Client Relationship Manager
- Philadelphia, PA (19 miles from Medford, NJ)
- 2 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 2 days ago
Vacancy: Assoicate Client Relationship Manager Full details of the job. Vacancy NameAssoicate Client Relationship Manager Vacancy NoVN995 Contract TypeEFT Duration LocationPhiladelphia Description...
Associate Personal Banker Levittown
- Levittown, PA (20 miles from Medford, NJ)
- 3 days ago
- Levittown, PA (20 miles from Medford, 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....
- Delanco, NJ (13 miles from Medford, NJ)
- 3 days ago
- Delanco, NJ (13 miles from Medford, NJ)
- 3 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Philadelphia, PA (19 miles from Medford, NJ)
- 4 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 4 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Healthcare Payer Client Relationship Manager (Associate Director)
- Philadelphia, PA (19 miles from Medford, NJ)
- 4 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 4 days ago
Healthcare Payer Client Relationship Manager (Associate Director) Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They...
Personal Banker Bustleton Branch
- Philadelphia, PA (19 miles from Medford, NJ)
- 10 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 10 days ago
Personal Banker Bustleton Branch Wells Fargo Philadelphia, United States Posted 7 hours ago Permanent Competitive Personal Banker Bustleton Branch Why Wells Fargo: Are you looking for more?...
Financial Advisor - R25_0000001550
- Mount Laurel, NJ (8 miles from Medford, NJ)
- 12 days ago
- Mount Laurel, NJ (8 miles from Medford, NJ)
- 12 days ago
Full Job DescriptionAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...
- Maple Shade, NJ (11 miles from Medford, NJ)
- 12 days ago
- Maple Shade, NJ (11 miles from Medford, NJ)
- 12 days ago
in sales capacity, preferably in a retail banking environment. + Valid NMLS Registration required....
Personal Banker- Fox Chase Banking Office
- Philadelphia, PA (19 miles from Medford, NJ)
- 13 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 13 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Maple Shade, NJ (11 miles from Medford, NJ)
- 14 days ago
- Maple Shade, NJ (11 miles from Medford, NJ)
- 14 days ago
OceanFirst Bank is seeking a new Personal Banker at our Maple Shade, NJ branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
Head of Data Science, Financial Advisor Services
- Philadelphia, PA (19 miles from Medford, NJ)
- 14 days ago
- Philadelphia, PA (19 miles from Medford, NJ)
- 14 days ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
Demographic Data for Medford, NJ
Moving to Medford, NJ? Find some basic demographic data about Medford, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Medford, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Medford, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Business Development
- Listening
- Retail
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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