Personal Banker Jobs in Bayport, 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.
- Miller Place, NY (13 miles from Bayport, NY)
- 17 hours ago
- Miller Place, NY (13 miles from Bayport, NY)
- 17 hours ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Miller Place, NY (13 miles from Bayport, NY)
- 1 day ago
- Miller Place, NY (13 miles from Bayport, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 26-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Sr. Client Relationship Manager (Hybrid)
- Edgewood, NY (10 miles from Bayport, NY)
- 3 days ago
- Edgewood, NY (10 miles from Bayport, NY)
- 3 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Roving Personal Banker Long Island
- Syosset, NY (24 miles from Bayport, NY)
- 3 days ago
- Syosset, NY (24 miles from Bayport, NY)
- 3 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 SAFE Act - B10 - LAKE GROVE
- Saint James, NY (11 miles from Bayport, NY)
- 9 days ago
- Saint James, NY (11 miles from Bayport, NY)
- 9 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....
Personal Banker SAFE Act - B10 - FARMINGDALE
- Farmingdale, NY (19 miles from Bayport, NY)
- 12 days ago
- Farmingdale, NY (19 miles from Bayport, NY)
- 12 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....
Personal Banker SAFE Act - B10 - LAKE GROVE
- Lake Grove, NY (8 miles from Bayport, NY)
- 13 days ago
- Lake Grove, NY (8 miles from Bayport, NY)
- 13 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....
- Melville, NY (18 miles from Bayport, NY)
- 14 days ago
- Melville, NY (18 miles from Bayport, NY)
- 14 days ago
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...
Personal Banker - Hicksville Branch
- Hicksville, NY (24 miles from Bayport, NY)
- 14 days ago
- Hicksville, NY (24 miles from Bayport, 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....
- Hauppauge, NY (7 miles from Bayport, NY)
- 15 days ago
- Hauppauge, NY (7 miles from Bayport, NY)
- 15 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....
- Farmingdale, NY (19 miles from Bayport, NY)
- 16 days ago
- Farmingdale, NY (19 miles from Bayport, NY)
- 16 days ago
Company: Valley Bank Location: Farmingdale, NY Career Level: Entry Level Industries: Banking, Insurance, Financial Services Description Responsibilities include, but are not limited to:...
Private Client Banker - Hauppauge, NY Private Client Banker - Hauppauge, NY
- Hauppauge, NY (7 miles from Bayport, NY)
- 20 days ago
- Hauppauge, NY (7 miles from Bayport, NY)
- 20 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Brentwood, NY (10 miles from Bayport, NY)
- 27 days ago
- Brentwood, NY (10 miles from Bayport, NY)
- 27 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....
- Hicksville, NY (24 miles from Bayport, NY)
- 30+ days ago
- Hicksville, NY (24 miles from Bayport, NY)
- 30+ days ago
selling of new and existing Retail banking relationships....
Private Client Banker - Hauppauge, NY
- Hauppauge, NY (7 miles from Bayport, NY)
- 30+ days ago
- Hauppauge, NY (7 miles from Bayport, NY)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Bayport, NY
Moving to Bayport, NY? Find some basic demographic data about Bayport, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bayport, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bayport, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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