Personal Banker Jobs in Evesham, 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.
Financial Advisor - Syracuse, NY
- Ridley Park, PA (22 miles from Evesham, NJ)
- 1 day ago
- Ridley Park, PA (22 miles from Evesham, NJ)
- 1 day ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Philadelphia, PA (15 miles from Evesham, NJ)
- 1 day ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 1 day ago
Salary Grade: Service Representative I or II Duties : Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer...
- Cherry Hill, NJ (8 miles from Evesham, NJ)
- 2 days ago
- Cherry Hill, NJ (8 miles from Evesham, NJ)
- 2 days ago
Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors,...
Floating Personal Banker - Delaware County, PA
- Springfield, PA (23 miles from Evesham, NJ)
- 2 days ago
- Springfield, PA (23 miles from Evesham, NJ)
- 2 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....
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Associate Personal Banker - Main Banking
- Philadelphia, PA (15 miles from Evesham, NJ)
- 3 days ago
- Philadelphia, PA (15 miles from Evesham, 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....
Merrill Experienced Financial Advisor
- Mount Laurel, NJ (7 miles from Evesham, NJ)
- 6 days ago
- Mount Laurel, NJ (7 miles from Evesham, NJ)
- 6 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. Merrill...
Personal Banker - Trevose/Feasterville, PA
- Trevose, PA (21 miles from Evesham, NJ)
- 7 days ago
- Trevose, PA (21 miles from Evesham, NJ)
- 7 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Philadelphia, PA (22 miles from Evesham, NJ)
- 7 days ago
- Philadelphia, PA (22 miles from Evesham, NJ)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Philadelphia, PA (15 miles from Evesham, NJ)
- 10 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 10 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....
Merrill Market Client Relationship Manager
- Mount Laurel, NJ (7 miles from Evesham, NJ)
- 11 days ago
- Mount Laurel, NJ (7 miles from Evesham, NJ)
- 11 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. Merrill...
- Yardley, PA (24 miles from Evesham, NJ)
- 16 days ago
- Yardley, PA (24 miles from Evesham, NJ)
- 16 days ago
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves...
US Experienced Financial Advisor
- Camden, NJ (12 miles from Evesham, NJ)
- 19 days ago
- Camden, NJ (12 miles from Evesham, NJ)
- 19 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 model....
Financial Advisor - Signal Financial Credit Union
- Philadelphia, PA (15 miles from Evesham, NJ)
- 22 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 22 days ago
Financial Advisor - Signal Financial Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit...
Personal Banker - Cinnaminson, NJ
- Cinnaminson, NJ (11 miles from Evesham, NJ)
- 22 days ago
- Cinnaminson, NJ (11 miles from Evesham, NJ)
- 22 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Private Client Banker - Chestnut Hill Branch (New Build) - Philadelphia, PA
- Philadelphia, PA (15 miles from Evesham, NJ)
- 22 days ago
- Philadelphia, PA (15 miles from Evesham, NJ)
- 22 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 Evesham, NJ
Moving to Evesham, NJ? Find some basic demographic data about Evesham, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Evesham, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Evesham, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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