Personal Banker Jobs in Baldwin Place, NY
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 Associate I - North Monroe MI
- Monroe, NY (24 miles from Baldwin Place, NY)
- 1 day ago
- Monroe, NY (24 miles from Baldwin Place, NY)
- 1 day ago
Banker job family....
- Marlboro, NY (22 miles from Baldwin Place, NY)
- 4 days ago
- Marlboro, NY (22 miles from Baldwin Place, NY)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Ossining, NY (11 miles from Baldwin Place, NY)
- 8 days ago
- Ossining, NY (11 miles from Baldwin Place, NY)
- 8 days ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - Ardsley, NY
- Ardsley, NY (23 miles from Baldwin Place, NY)
- 9 days ago
- Ardsley, NY (23 miles from Baldwin Place, NY)
- 9 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 - Vernon Hills - Scarsdale, NY
- Scarsdale, NY (22 miles from Baldwin Place, NY)
- 10 days ago
- Scarsdale, NY (22 miles from Baldwin Place, NY)
- 10 days ago
JobID: 210638995 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T23:04:11+00:00 JobShift: Day Base Pay/Salary: Scarsdale,NY $25.00-$32.69 You have a passion for...
- Pleasantville, NY (15 miles from Baldwin Place, NY)
- 13 days ago
- Pleasantville, NY (15 miles from Baldwin Place, NY)
- 13 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....
Associate Bank Financial Advisor
- Armonk, NY (15 miles from Baldwin Place, NY)
- 13 days ago
- Armonk, NY (15 miles from Baldwin Place, NY)
- 13 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (15 miles from Baldwin Place, NY)
- 14 days ago
- Armonk, NY (15 miles from Baldwin Place, NY)
- 14 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Katonah, NY (5 miles from Baldwin Place, NY)
- 15 days ago
- Katonah, NY (5 miles from Baldwin Place, NY)
- 15 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....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (22 miles from Baldwin Place, NY)
- 16 days ago
- Stamford, CT (22 miles from Baldwin Place, NY)
- 16 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 Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (22 miles from Baldwin Place, NY)
- 17 days ago
- Stamford, CT (22 miles from Baldwin Place, NY)
- 17 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker II - Darien - Full Time
- Darien, CT (22 miles from Baldwin Place, NY)
- 19 days ago
- Darien, CT (22 miles from Baldwin Place, NY)
- 19 days ago
Banker job family....
- Brewster, NY (9 miles from Baldwin Place, NY)
- 19 days ago
- Brewster, NY (9 miles from Baldwin Place, NY)
- 19 days ago
Job Order Number: DG0152635 Job Title: Senior Director, Respiratory HCP Marketing Lead Company: Regeneron Pharmaceuticals Location: Sleepy Hollow, NY Salary: Education: Information Not Provided...
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (21 miles from Baldwin Place, NY)
- 23 days ago
- Norwalk, CT (21 miles from Baldwin Place, NY)
- 23 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Financial Advisor
- Bedford Hills, NY (8 miles from Baldwin Place, NY)
- 25 days ago
- Bedford Hills, NY (8 miles from Baldwin Place, NY)
- 25 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Baldwin Place, NY
Moving to Baldwin Place, NY? Find some basic demographic data about Baldwin Place, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Baldwin Place, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Baldwin Place, NY 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
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