Personal Banker Jobs in Neshanic Station, 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.
Roving Personal Banker Bucks East District
- Fairless Hills, PA (24 miles from Neshanic Station, NJ)
- 12 hours ago
- Fairless Hills, PA (24 miles from Neshanic Station, NJ)
- 12 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....
- Jamesburg, NJ (21 miles from Neshanic Station, NJ)
- 22 hours ago
- Jamesburg, NJ (21 miles from Neshanic Station, NJ)
- 22 hours ago
As a branch banker within PNC's retail banking organization, you will be based in Monroe Township, NJ....
Floating Personal Banker - Bucks County, PA
- Newtown, PA (21 miles from Neshanic Station, NJ)
- 1 day ago
- Newtown, PA (21 miles from Neshanic Station, 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....
Personal Banker Hopewell Branch
- Pennington, NJ (14 miles from Neshanic Station, NJ)
- 2 days ago
- Pennington, NJ (14 miles from Neshanic Station, 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- Spanish Speaking
- Bridgewater, NJ (7 miles from Neshanic Station, NJ)
- 4 days ago
- Bridgewater, NJ (7 miles from Neshanic Station, NJ)
- 4 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...
Personal Banker - North Brunswick - Full-Time
- North Brunswick, NJ (14 miles from Neshanic Station, NJ)
- 6 days ago
- North Brunswick, NJ (14 miles from Neshanic Station, NJ)
- 6 days ago
office conditions in a retail-banking establishment....
- Newtown, PA (21 miles from Neshanic Station, NJ)
- 7 days ago
- Newtown, PA (21 miles from Neshanic Station, NJ)
- 7 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...
- Florham Park, NJ (24 miles from Neshanic Station, NJ)
- 7 days ago
- Florham Park, NJ (24 miles from Neshanic Station, NJ)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Newtown, PA (21 miles from Neshanic Station, NJ)
- 7 days ago
- Newtown, PA (21 miles from Neshanic Station, NJ)
- 7 days ago
Join our team as a Personal Banker and help create moments that matter....
Entry Level Client Relationship Manager
- Princeton, NJ (11 miles from Neshanic Station, NJ)
- 7 days ago
- Princeton, NJ (11 miles from Neshanic Station, NJ)
- 7 days ago
ENTRY LEVEL CLIENT RELATIONSHIP MANAGER JOB FUNCTION: Administrative Support JOB TYPE: Temp to Hire LOCATION: Princeton, NJ COMPENSATION: $20/hr REMOTE / ONSITE: Hybrid POSTED: Jun 24, 2025 ABOUT...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (5 miles from Neshanic Station, NJ)
- 8 days ago
- Somerville, NJ (5 miles from Neshanic Station, NJ)
- 8 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 Banker - Berkeley Heights Branch - NJ Middlesex Somerset Market
- Berkeley Heights, NJ (19 miles from Neshanic Station, NJ)
- 8 days ago
- Berkeley Heights, NJ (19 miles from Neshanic Station, NJ)
- 8 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...
Financial Advisor - Career Change Opportunity
- Florham Park, NJ (24 miles from Neshanic Station, NJ)
- 8 days ago
- Florham Park, NJ (24 miles from Neshanic Station, NJ)
- 8 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Hamilton, NJ (20 miles from Neshanic Station, NJ)
- 12 days ago
- Hamilton, NJ (20 miles from Neshanic Station, NJ)
- 12 days 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...
- Morristown, NJ (21 miles from Neshanic Station, NJ)
- 13 days ago
- Morristown, NJ (21 miles from Neshanic Station, NJ)
- 13 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Demographic Data for Neshanic Station, NJ
Moving to Neshanic Station, NJ? Find some basic demographic data about Neshanic Station, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Neshanic Station, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Neshanic Station, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »