Personal Banker Jobs in Plainsboro, 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.
Personal Banker Hopewell Branch
- Pennington, NJ (10 miles from Plainsboro, NJ)
- 4 hours ago
- Pennington, NJ (10 miles from Plainsboro, NJ)
- 4 hours 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....
Financial Advisor - Career Change Opportunity
- Robbinsville, NJ (8 miles from Plainsboro, NJ)
- 4 hours ago
- Robbinsville, NJ (8 miles from Plainsboro, NJ)
- 4 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Kingston, NJ (3 miles from Plainsboro, NJ)
- 12 hours ago
- Kingston, NJ (3 miles from Plainsboro, NJ)
- 12 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Roving Personal Banker Bucks East District
- Bensalem, PA (24 miles from Plainsboro, NJ)
- 14 hours ago
- Bensalem, PA (24 miles from Plainsboro, NJ)
- 14 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....
- Somerset, NJ (11 miles from Plainsboro, NJ)
- 3 days ago
- Somerset, NJ (11 miles from Plainsboro, NJ)
- 3 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Somerset, NJ....
Personal Banker- Spanish Speaking
- Bridgewater, NJ (17 miles from Plainsboro, NJ)
- 3 days ago
- Bridgewater, NJ (17 miles from Plainsboro, NJ)
- 3 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 (8 miles from Plainsboro, NJ)
- 4 days ago
- North Brunswick, NJ (8 miles from Plainsboro, NJ)
- 4 days ago
office conditions in a retail-banking establishment....
- Newtown, PA (20 miles from Plainsboro, NJ)
- 5 days ago
- Newtown, PA (20 miles from Plainsboro, NJ)
- 5 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...
- Newtown, PA (20 miles from Plainsboro, NJ)
- 5 days ago
- Newtown, PA (20 miles from Plainsboro, NJ)
- 5 days ago
Join our team as a Personal Banker and help create moments that matter....
Entry Level Client Relationship Manager
- Princeton, NJ (4 miles from Plainsboro, NJ)
- 5 days ago
- Princeton, NJ (4 miles from Plainsboro, NJ)
- 5 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 (17 miles from Plainsboro, NJ)
- 6 days ago
- Somerville, NJ (17 miles from Plainsboro, NJ)
- 6 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 (24 miles from Plainsboro, NJ)
- 6 days ago
- Berkeley Heights, NJ (24 miles from Plainsboro, NJ)
- 6 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...
Personal Banker - Freehold - Full-time
- Freehold, NJ (17 miles from Plainsboro, NJ)
- 6 days ago
- Freehold, NJ (17 miles from Plainsboro, NJ)
- 6 days ago
office conditions in a retail-banking establishment....
- Bristol, PA (20 miles from Plainsboro, NJ)
- 10 days ago
- Bristol, PA (20 miles from Plainsboro, NJ)
- 10 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...
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (19 miles from Plainsboro, NJ)
- 13 days ago
- Langhorne, PA (19 miles from Plainsboro, NJ)
- 13 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...
Demographic Data for Plainsboro, NJ
Moving to Plainsboro, NJ? Find some basic demographic data about Plainsboro, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plainsboro, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plainsboro, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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