Personal Banker Jobs in Winslow, 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.
- Marlton, NJ (13 miles from Winslow, NJ)
- 60+ days ago
- Marlton, NJ (13 miles from Winslow, NJ)
- 60+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Financial Advisor - Career Change Opportunity
- Egg Harbor City, NJ (15 miles from Winslow, NJ)
- 2 days ago
- Egg Harbor City, NJ (15 miles from Winslow, NJ)
- 2 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...
Financial Advisor - Certification Provided
- Egg Harbor Township, NJ (22 miles from Winslow, NJ)
- 2 days ago
- Egg Harbor Township, NJ (22 miles from Winslow, NJ)
- 2 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...
- Maple Shade, NJ (21 miles from Winslow, NJ)
- 4 days ago
- Maple Shade, NJ (21 miles from Winslow, NJ)
- 4 days ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (20 miles from Winslow, NJ)
- 6 days ago
- Cherry Hill, NJ (20 miles from Winslow, NJ)
- 6 days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
- Vineland, NJ (13 miles from Winslow, NJ)
- 19 days ago
- Vineland, NJ (13 miles from Winslow, NJ)
- 19 days ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
- Egg Harbor Township, NJ (22 miles from Winslow, NJ)
- 20 days ago
- Egg Harbor Township, NJ (22 miles from Winslow, NJ)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Cinnaminson, NJ (24 miles from Winslow, NJ)
- 20 days ago
- Cinnaminson, NJ (24 miles from Winslow, NJ)
- 20 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Cinnaminson, NJ. This branch is located at 1620 RIVERTON RD, CINNAMINSON, NJ 08077....
Personal Banker Roving West New Jersey Market
- Collingswood, NJ (20 miles from Winslow, NJ)
- 21 days ago
- Collingswood, NJ (20 miles from Winslow, NJ)
- 21 days 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....
Personal Banker II- Lumberton, NJ
- Lumberton, NJ (21 miles from Winslow, NJ)
- 21 days ago
- Lumberton, NJ (21 miles from Winslow, NJ)
- 21 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Investment Services Group
- Marlton, NJ (13 miles from Winslow, NJ)
- 22 days ago
- Marlton, NJ (13 miles from Winslow, NJ)
- 22 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
US Experienced Financial Advisor
- Camden, NJ (23 miles from Winslow, NJ)
- 22 days ago
- Camden, NJ (23 miles from Winslow, NJ)
- 22 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Merrill Experienced Financial Advisor
- Mount Laurel, NJ (20 miles from Winslow, NJ)
- 90+ days ago
- Mount Laurel, NJ (20 miles from Winslow, NJ)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Winslow, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Winslow, 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
- 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 »