Personal Banker Jobs in Bellerose, 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.
Financial Advisor - Career Change Opportunity
- Plainview, NY (13 miles from Bellerose, NY)
- 8 days ago
- Plainview, NY (13 miles from Bellerose, NY)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (23 miles from Bellerose, NY)
- 15 hours ago
- Newark, NJ (23 miles from Bellerose, NY)
- 15 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (20 miles from Bellerose, NY)
- 15 hours ago
- White Plains, NY (20 miles from Bellerose, NY)
- 15 hours 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....
- Newark, NJ (23 miles from Bellerose, NY)
- 16 hours ago
- Newark, NJ (23 miles from Bellerose, NY)
- 16 hours ago
Banker job family....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- Brooklyn, NY (14 miles from Bellerose, NY)
- 18 hours ago
- Brooklyn, NY (14 miles from Bellerose, NY)
- 18 hours 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 - Forest Hills Branch
- Forest Hills, NY (6 miles from Bellerose, NY)
- 18 hours ago
- Forest Hills, NY (6 miles from Bellerose, NY)
- 18 hours 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 - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (21 miles from Bellerose, NY)
- 1 day ago
- White Plains, NY (21 miles from Bellerose, 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....
- Rochelle Park, NJ (21 miles from Bellerose, NY)
- 3 days ago
- Rochelle Park, NJ (21 miles from Bellerose, NY)
- 3 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....
Personal Financial Representative-NY
- New York, NY (14 miles from Bellerose, NY)
- 4 days ago
- New York, NY (14 miles from Bellerose, NY)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Borough Park/Brooklyn, NY
- New York, NY (14 miles from Bellerose, NY)
- 4 days ago
- New York, NY (14 miles from Bellerose, NY)
- 4 days ago
management business development techniques, products, services and overall industry....
- New York, NY (14 miles from Bellerose, NY)
- 4 days ago
- New York, NY (14 miles from Bellerose, NY)
- 4 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....
- Woodbury, NY (14 miles from Bellerose, NY)
- 5 days ago
- Woodbury, NY (14 miles from Bellerose, NY)
- 5 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....
Personal Banker SAFE Act - Brooklyn East Area
- New York, NY (14 miles from Bellerose, NY)
- 5 days ago
- New York, NY (14 miles from Bellerose, NY)
- 5 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 Associate I (Okeechobee Blvd in West Palm Beach) - DeNovo
- New York, NY (14 miles from Bellerose, NY)
- 6 days ago
- New York, NY (14 miles from Bellerose, NY)
- 6 days ago
Banker job family....
- Lyndhurst, NJ (20 miles from Bellerose, NY)
- 7 days ago
- Lyndhurst, NJ (20 miles from Bellerose, NY)
- 7 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...
Demographic Data for Bellerose, NY
Moving to Bellerose, NY? Find some basic demographic data about Bellerose, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bellerose, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bellerose, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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