Personal Banker Jobs in Bayside, 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.
- Hoboken, NJ (13 miles from Bayside, NY)
- 11 hours ago
- Hoboken, NJ (13 miles from Bayside, NY)
- 11 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Upper Manhattan
- New York, NY (11 miles from Bayside, NY)
- 11 hours ago
- New York, NY (11 miles from Bayside, NY)
- 11 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....
Personal Banker Lower Manhattan
- New York, NY (11 miles from Bayside, NY)
- 11 hours ago
- New York, NY (11 miles from Bayside, NY)
- 11 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....
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkFinancial Advisor Track TRAINING PROVIDED
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
Exciting Financial Sales Opportunity for Long Island Residents! Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agency's team of financial sales...
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
Company Description Consistency ranked as one of the World's Most Admired Companies (FORBES), Northwestern Mutual has been helping families and businesses experience financial security for over...
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
- Melville, NY (19 miles from Bayside, NY)
- 19 hours ago
About the Company I have been a financial advisor for the past 10 years, prior to that a CPA in NYC. I have a built a large book of business I can no longer maintain. This is a unique opportunity...
Financial Advisor Training Provided
- Garden City, NY (8 miles from Bayside, NY)
- 1 day ago
- Garden City, NY (8 miles from Bayside, NY)
- 1 day ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
Personal Banker - Somers Branch
- New York, NY (11 miles from Bayside, NY)
- 1 day ago
- New York, NY (11 miles from Bayside, NY)
- 1 day 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....
Financial Advisor - Centralized, Staten Island, NY
- New York, NY (11 miles from Bayside, NY)
- 1 day ago
- New York, NY (11 miles from Bayside, NY)
- 1 day ago
Apply Req ID: Req1445895 Date posted 04/25/2025 Financial Advisor - Centralized, Staten Island, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and...
- New York, NY (11 miles from Bayside, NY)
- 1 day ago
- New York, NY (11 miles from Bayside, NY)
- 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....
Personal Banker at Brooklyn Court
- Brooklyn, NY (13 miles from Bayside, NY)
- 1 day ago
- Brooklyn, NY (13 miles from Bayside, NY)
- 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....
Personal Banker at Park Slope 5th
- Brooklyn, NY (13 miles from Bayside, NY)
- 1 day ago
- Brooklyn, NY (13 miles from Bayside, NY)
- 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....
- Clifton, NJ (20 miles from Bayside, NY)
- 2 days ago
- Clifton, NJ (20 miles from Bayside, NY)
- 2 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
Personal Banker SAFE Act - Staten Island Area
- Staten Island, NY (20 miles from Bayside, NY)
- 2 days ago
- Staten Island, NY (20 miles from Bayside, NY)
- 2 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....
Demographic Data for Bayside, NY
Moving to Bayside, NY? Find some basic demographic data about Bayside, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bayside, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bayside, NY 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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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