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 - Merrick, NY
- Merrick, NY (10 miles from Bellerose, NY)
- moments ago
- Merrick, NY (10 miles from Bellerose, NY)
- moments ago
management business development techniques, products, services and overall industry....
- Great Neck, NY (2 miles from Bellerose, NY)
- 6 hours ago
- Great Neck, NY (2 miles from Bellerose, NY)
- 6 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....
- New York, NY (14 miles from Bellerose, NY)
- 14 hours ago
- New York, NY (14 miles from Bellerose, NY)
- 14 hours ago
About Honest Networks Honest Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning, creativity, and enjoyment. We...
- Englewood, NJ (16 miles from Bellerose, NY)
- 18 hours ago
- Englewood, NJ (16 miles from Bellerose, NY)
- 18 hours 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...
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work...
Team Based Financial Advisor - Financial Synergy
- Elmsford, NY (22 miles from Bellerose, NY)
- 1 day ago
- Elmsford, NY (22 miles from Bellerose, NY)
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker SAFE Act - Bilingual: English (Mandarin/Cantonese) Preferred - Chatham Square Branch
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
- New York, NY (14 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....
- Tarrytown, NY (24 miles from Bellerose, NY)
- 1 day ago
- Tarrytown, NY (24 miles from Bellerose, NY)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Private Client Banker - New York Life - New York, NY
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
JobID: 210646063 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-16T17:37:08+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Park Ave and 32nd - New York, NY
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
- New York, NY (14 miles from Bellerose, NY)
- 1 day ago
JobID: 210647103 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-16T13:24:11+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker SAFE Act - 3rd and 64th Branch
- New York, NY (14 miles from Bellerose, NY)
- 2 days ago
- New York, NY (14 miles from Bellerose, 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....
Personal Banker - Harrison, NJ
- Harrison, NJ (22 miles from Bellerose, NY)
- 2 days ago
- Harrison, NJ (22 miles from Bellerose, NY)
- 2 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.- Detail oriented, strong organizational...
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (18 miles from Bellerose, NY)
- 2 days ago
- Jersey City, NJ (18 miles from Bellerose, NY)
- 2 days ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Remote WorkPrivate Client Banker - Lexington and 86th St. - New York, NY
- New York, NY (14 miles from Bellerose, NY)
- 2 days ago
- New York, NY (14 miles from Bellerose, NY)
- 2 days ago
JobID: 210646141 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-14T17:32:25+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - City Hall - New York, NY
- New York, NY (14 miles from Bellerose, NY)
- 2 days ago
- New York, NY (14 miles from Bellerose, NY)
- 2 days ago
JobID: 210646138 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-14T17:35:55+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
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
- Consultative Sales
- 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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