Personal Banker Jobs in Marlton, 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.
- Westville, NJ (12 miles from Marlton, NJ)
- 11 hours ago
- Westville, NJ (12 miles from Marlton, NJ)
- 11 hours ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Personal Banker- Fox Chase Banking Office
- Philadelphia, PA (15 miles from Marlton, NJ)
- 3 hours ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 3 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Associate Personal Banker - Main Banking
- Philadelphia, PA (15 miles from Marlton, NJ)
- 5 hours ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 5 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....
Private Client Relationship Manager
- Flourtown, PA (24 miles from Marlton, NJ)
- 5 hours ago
- Flourtown, PA (24 miles from Marlton, NJ)
- 5 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....
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Associate Personal Banker - Philadelphian
- Philadelphia, PA (15 miles from Marlton, NJ)
- 1 day ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 1 day 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....
- Maple Shade, NJ (8 miles from Marlton, NJ)
- 1 day ago
- Maple Shade, NJ (8 miles from Marlton, NJ)
- 1 day ago
OceanFirst Bank is seeking a new Personal Banker at our Maple Shade, NJ branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
Head of Data Science, Financial Advisor Services
- Philadelphia, PA (15 miles from Marlton, NJ)
- 1 day ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 1 day ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
- Mount Royal, NJ (15 miles from Marlton, NJ)
- 2 days ago
- Mount Royal, NJ (15 miles from Marlton, NJ)
- 2 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (15 miles from Marlton, NJ)
- 2 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 3 days ago
- Cherry Hill, NJ (8 miles from Marlton, NJ)
- 3 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
- Mount Laurel, NJ (7 miles from Marlton, NJ)
- 3 days ago
- Mount Laurel, NJ (7 miles from Marlton, NJ)
- 3 days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
- Cherry Hill, NJ (6 miles from Marlton, NJ)
- 3 days ago
- Cherry Hill, NJ (6 miles from Marlton, NJ)
- 3 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (15 miles from Marlton, NJ)
- 6 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 6 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....
- Philadelphia, PA (15 miles from Marlton, NJ)
- 9 days ago
- Philadelphia, PA (15 miles from Marlton, NJ)
- 9 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Private Client Banker - Moorestown Branch - Moorestown, NJ
- Moorestown, NJ (8 miles from Marlton, NJ)
- 10 days ago
- Moorestown, NJ (8 miles from Marlton, NJ)
- 10 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 Marlton, NJ
Moving to Marlton, NJ? Find some basic demographic data about Marlton, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Marlton, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Marlton, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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