Personal Banker Jobs in Brewster, 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 (Poughkeepsie, Kingston)
- Poughkeepsie, NY (24 miles from Brewster, NY)
- 3 days ago
- Poughkeepsie, NY (24 miles from Brewster, NY)
- 3 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act - Brooklyn East Area
- Bedford, NY (16 miles from Brewster, NY)
- 6 days ago
- Bedford, NY (16 miles from Brewster, NY)
- 6 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....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Fairfield, CT (23 miles from Brewster, NY)
- 7 days ago
- Fairfield, CT (23 miles from Brewster, NY)
- 7 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Personal Banker Westport Branch
- Westport, CT (23 miles from Brewster, NY)
- 9 days ago
- Westport, CT (23 miles from Brewster, NY)
- 9 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....
- Marlboro, NY (24 miles from Brewster, NY)
- 11 days ago
- Marlboro, NY (24 miles from Brewster, NY)
- 11 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Ossining, NY (20 miles from Brewster, NY)
- 16 days ago
- Ossining, NY (20 miles from Brewster, NY)
- 16 days ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (21 miles from Brewster, NY)
- 21 days ago
- Armonk, NY (21 miles from Brewster, NY)
- 21 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....
- Katonah, NY (11 miles from Brewster, NY)
- 23 days ago
- Katonah, NY (11 miles from Brewster, NY)
- 23 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 - Affinity Federal Credit Union
- Norwalk, CT (21 miles from Brewster, NY)
- 30+ days ago
- Norwalk, CT (21 miles from Brewster, NY)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Financial Advisor
- Bedford Hills, NY (14 miles from Brewster, NY)
- 30+ days ago
- Bedford Hills, NY (14 miles from Brewster, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Beacon, NY (18 miles from Brewster, NY)
- 30+ days ago
- Beacon, NY (18 miles from Brewster, NY)
- 30+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- Fishkill, NY (17 miles from Brewster, NY)
- 30+ days ago
- Fishkill, NY (17 miles from Brewster, NY)
- 30+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Hanscom Federal Credit Union
- Bedford Hills, NY (14 miles from Brewster, NY)
- 30+ days ago
- Bedford Hills, NY (14 miles from Brewster, NY)
- 30+ days ago
Financial Advisor - Hanscom Federal Credit Union LPL Financial Bedford Hills, United States Posted 1 day ago Permanent Competitive Financial Advisor - Hanscom Federal Credit Union LPL Financial...
Roving Personal Banker Northern Westchester
- Armonk, NY (21 miles from Brewster, NY)
- 30+ days ago
- Armonk, NY (21 miles from Brewster, NY)
- 30+ 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....
Financial Advisor - RDM Financial Group
- Westport, CT (23 miles from Brewster, NY)
- 45+ days ago
- Westport, CT (23 miles from Brewster, NY)
- 45+ days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Demographic Data for Brewster, NY
Moving to Brewster, NY? Find some basic demographic data about Brewster, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brewster, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brewster, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »