Personal Banker Jobs in Mount Laurel, 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.
- Trenton, NJ (20 miles from Mount Laurel, NJ)
- 4 hours ago
- Trenton, NJ (20 miles from Mount Laurel, NJ)
- 4 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
- Warminster, PA (19 miles from Mount Laurel, NJ)
- 3 days ago
- Warminster, PA (19 miles from Mount Laurel, NJ)
- 3 days ago
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales...
Personal Banker Burlington Springside Branch
- Burlington, NJ (9 miles from Mount Laurel, NJ)
- 3 days ago
- Burlington, NJ (9 miles from Mount Laurel, 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....
Private Client Banker - Northeast PA Market Hire - Springhouse Village, PA
- Spring House, PA (23 miles from Mount Laurel, NJ)
- 3 days ago
- Spring House, PA (23 miles from Mount Laurel, NJ)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Personal Banker - Delaware County
- Folsom, PA (22 miles from Mount Laurel, NJ)
- 4 days ago
- Folsom, PA (22 miles from Mount Laurel, NJ)
- 4 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....
Licensed Private Client Banker
- Plymouth Meeting, PA (21 miles from Mount Laurel, NJ)
- 6 days ago
- Plymouth Meeting, PA (21 miles from Mount Laurel, NJ)
- 6 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Financial Advisor Financial Advisor
- Mantua, NJ (18 miles from Mount Laurel, NJ)
- 6 days ago
- Mantua, NJ (18 miles from Mount Laurel, NJ)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Mantua Township, NJ Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
Financial Advisor-Philadelphia, PA Financial Advisor-Philadelphia, PA
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 6 days ago
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 6 days ago
Financial Advisor-Philadelphia, PA TD Bank 4.1 ( ) Philadelphia, PA Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive...
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 6 days ago
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Prospect Park, PA (21 miles from Mount Laurel, NJ)
- 6 days ago
- Prospect Park, PA (21 miles from Mount Laurel, NJ)
- 6 days ago
Bilingual Spanish Required - Mobile Banking Personal Banker PNC Financial Services Group 3.6 ( ) Prospect Park, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the...
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 7 days ago
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 7 days ago
- Philadelphia, PA (13 miles from Mount Laurel, 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...
Floating Personal Banker- Northeast Philadelphia
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 8 days ago
- Philadelphia, PA (13 miles from Mount Laurel, NJ)
- 8 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....
Personal Banker Greater Princeton District (Evergreen)
- Trenton, NJ (20 miles from Mount Laurel, NJ)
- 10 days ago
- Trenton, NJ (20 miles from Mount Laurel, 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....
- Dresher, PA (18 miles from Mount Laurel, NJ)
- 12 days ago
- Dresher, PA (18 miles from Mount Laurel, NJ)
- 12 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Demographic Data for Mount Laurel, NJ
Moving to Mount Laurel, NJ? Find some basic demographic data about Mount Laurel, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mount Laurel, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mount Laurel, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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