Personal Banker Jobs in Chappaqua, 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.
Institutional Banking Consultant
- Bogota, NJ (24 miles from Chappaqua, NY)
- 1 day ago
- Bogota, NJ (24 miles from Chappaqua, NY)
- 1 day ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
- Bogota, NJ (24 miles from Chappaqua, NY)
- 1 day ago
- Bogota, NJ (24 miles from Chappaqua, 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....
- Greenwich, CT (11 miles from Chappaqua, NY)
- 6 days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Mount Kisco, NY Private Client Banker - Mount Kisco, NY
- Mount Kisco, NY (3 miles from Chappaqua, NY)
- 7 days ago
- Mount Kisco, NY (3 miles from Chappaqua, NY)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Korean Speaking
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 8 days ago
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 8 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Fort Lee, NJ Job Description Acquires and deepens the branch customer base through a variety of proactive sales and...
Private Client Banker - Englewood, NJ - NJ Paramus Market
- Englewood, NJ (22 miles from Chappaqua, NY)
- 8 days ago
- Englewood, NJ (22 miles from Chappaqua, NY)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Port Chester, NY (11 miles from Chappaqua, NY)
- 9 days ago
- Port Chester, NY (11 miles from Chappaqua, NY)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (11 miles from Chappaqua, NY)
- 10 days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 10 days ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
- Northvale, NJ (14 miles from Chappaqua, NY)
- 10 days ago
- Northvale, NJ (14 miles from Chappaqua, NY)
- 10 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Northvale, NJ....
Private Client Banker - Heathcote - Scarsdale, NY - Full-time
- Scarsdale, NY (10 miles from Chappaqua, NY)
- 15 days ago
- Scarsdale, NY (10 miles from Chappaqua, NY)
- 15 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (22 miles from Chappaqua, NY)
- 15 days ago
- Paramus, NJ (22 miles from Chappaqua, NY)
- 15 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
- Greenwich, CT (11 miles from Chappaqua, NY)
- 15 days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 15 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice,...
Personal Banker Southern Connecticut
- Westport, CT (22 miles from Chappaqua, NY)
- 15 days ago
- Westport, CT (22 miles from Chappaqua, NY)
- 15 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 (11 miles from Chappaqua, NY)
- 20 days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 20 days ago
Work Location: Greenwich, Connecticut, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker - Englewood (Full-Time), S/G 240
- Englewood, NJ (22 miles from Chappaqua, NY)
- 20 days ago
- Englewood, NJ (22 miles from Chappaqua, NY)
- 20 days ago
office conditions in a retail-banking establishment....
Demographic Data for Chappaqua, NY
Moving to Chappaqua, NY? Find some basic demographic data about Chappaqua, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chappaqua, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chappaqua, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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