Personal Banker Jobs in Wharton, 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.
Private Client Banker - Hampton, NJ - NJ Sussex Market
- Newton, NJ (14 miles from Wharton, NJ)
- 11 hours ago
- Newton, NJ (14 miles from Wharton, NJ)
- 11 hours 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...
- Bernardsville, NJ (14 miles from Wharton, NJ)
- 1 day ago
- Bernardsville, NJ (14 miles from Wharton, NJ)
- 1 day 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...
- Nutley, NJ (23 miles from Wharton, NJ)
- 3 days ago
- Nutley, NJ (23 miles from Wharton, NJ)
- 3 days ago
As a Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in Nutley, NJ....
Financial Advisor-Union County, NJ
- Bernardsville, NJ (14 miles from Wharton, NJ)
- 3 days ago
- Bernardsville, NJ (14 miles from Wharton, NJ)
- 3 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Senior Personal Banker - Fanwood - Full-time
- Fanwood, NJ (22 miles from Wharton, NJ)
- 3 days ago
- Fanwood, NJ (22 miles from Wharton, NJ)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Springfield 22
- Springfield, NJ (21 miles from Wharton, NJ)
- 4 days ago
- Springfield, NJ (21 miles from Wharton, 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....
Personal Banker - Ridgewood, NJ
- Ridgewood, NJ (24 miles from Wharton, NJ)
- 6 days ago
- Ridgewood, NJ (24 miles from Wharton, NJ)
- 6 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.- Detail oriented, strong organizational...
- Ridgewood, NJ (24 miles from Wharton, NJ)
- 7 days ago
- Ridgewood, NJ (24 miles from Wharton, NJ)
- 7 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....
Personal Banker - Dunellen - Full-Time
- Dunellen, NJ (23 miles from Wharton, NJ)
- 7 days ago
- Dunellen, NJ (23 miles from Wharton, NJ)
- 7 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (14 miles from Wharton, NJ)
- 17 days ago
- West Milford, NJ (14 miles from Wharton, NJ)
- 17 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (11 miles from Wharton, NJ)
- 17 days ago
- Newfoundland, NJ (11 miles from Wharton, NJ)
- 17 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker- Spanish Speaking
- Bridgewater, NJ (23 miles from Wharton, NJ)
- 18 days ago
- Bridgewater, NJ (23 miles from Wharton, NJ)
- 18 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...
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (23 miles from Wharton, NJ)
- 18 days ago
- Clifton, NJ (23 miles from Wharton, NJ)
- 18 days ago
Senior Personal Banker - Clifton, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Clifton Jun 26, 2025 Back Senior Personal Banker #25-143 Clifton, Jersey, United States...
- Florham Park, NJ (14 miles from Wharton, NJ)
- 20 days ago
- Florham Park, NJ (14 miles from Wharton, NJ)
- 20 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...
Private Client Banker- Somerville branch - NJ Middlesex Somerset
- Somerville, NJ (24 miles from Wharton, NJ)
- 21 days ago
- Somerville, NJ (24 miles from Wharton, NJ)
- 21 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...
Demographic Data for Wharton, NJ
Moving to Wharton, NJ? Find some basic demographic data about Wharton, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wharton, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wharton, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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