Personal Banker Jobs in Bethpage, 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 - Safe Act - Syosset Branch
- Syosset, NY (6 miles from Bethpage, NY)
- 10 hours ago
- Syosset, NY (6 miles from Bethpage, NY)
- 10 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....
- Hewlett, NY (13 miles from Bethpage, NY)
- 23 hours ago
- Hewlett, NY (13 miles from Bethpage, NY)
- 23 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....
Associate Financial Advisor - R25_0000000403
- Greenwich, CT (21 miles from Bethpage, NY)
- 1 day ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 1 day ago
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial...
- New Hyde Park, NY (10 miles from Bethpage, NY)
- 1 day ago
- New Hyde Park, NY (10 miles from Bethpage, NY)
- 1 day 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 Banker SAFE Act - Bilingual in Spanish Preferred - AMITYVILLE Branch
- Amityville, NY (5 miles from Bethpage, NY)
- 2 days ago
- Amityville, NY (5 miles from Bethpage, 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....
- Mamaroneck, NY (19 miles from Bethpage, NY)
- 3 days ago
- Mamaroneck, NY (19 miles from Bethpage, NY)
- 3 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....
- Holbrook, NY (22 miles from Bethpage, NY)
- 3 days ago
- Holbrook, NY (22 miles from Bethpage, NY)
- 3 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....
Financial Advisor-Fairfield County/Greenwich, CT
- Greenwich, CT (21 miles from Bethpage, NY)
- 8 days ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 8 days ago
management business development techniques, products, services and overall industry....
- Greenwich, CT (21 miles from Bethpage, NY)
- 8 days ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 8 days ago
Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor...
Private Client Relationship Manager
- Bronxville, NY (22 miles from Bethpage, NY)
- 9 days ago
- Bronxville, NY (22 miles from Bethpage, NY)
- 9 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- Westbury, NY (6 miles from Bethpage, NY)
- 10 days ago
- Westbury, NY (6 miles from Bethpage, NY)
- 10 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 Banker- Huntington Station
- Huntington Station, NY (8 miles from Bethpage, NY)
- 10 days ago
- Huntington Station, NY (8 miles from Bethpage, NY)
- 10 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....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Greenwich, CT (21 miles from Bethpage, NY)
- 10 days ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 10 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Rye, NY (19 miles from Bethpage, NY)
- 10 days ago
- Rye, NY (19 miles from Bethpage, NY)
- 10 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Rosedale, NY (14 miles from Bethpage, NY)
- 12 days ago
- Rosedale, NY (14 miles from Bethpage, NY)
- 12 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Bethpage, NY
Moving to Bethpage, NY? Find some basic demographic data about Bethpage, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bethpage, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bethpage, 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
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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