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.
Personal Banker - Somers Branch
- Somers, NY (10 miles from Chappaqua, NY)
- 4 hours ago
- Somers, NY (10 miles from Chappaqua, NY)
- 4 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....
Associate Financial Advisor - R25_0000000403
- Greenwich, CT (11 miles from Chappaqua, NY)
- 1 day ago
- Greenwich, CT (11 miles from Chappaqua, 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...
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 2 days ago
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 2 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...
- Mamaroneck, NY (15 miles from Chappaqua, NY)
- 3 days ago
- Mamaroneck, NY (15 miles from Chappaqua, 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....
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (22 miles from Chappaqua, NY)
- 5 days ago
- Ridgewood, NJ (22 miles from Chappaqua, NY)
- 5 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
- West Point, NY (18 miles from Chappaqua, NY)
- 7 days ago
- West Point, NY (18 miles from Chappaqua, NY)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (22 miles from Chappaqua, NY)
- 7 days ago
- Paramus, NJ (22 miles from Chappaqua, NY)
- 7 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker - Ossining Branch
- Ossining, NY (3 miles from Chappaqua, NY)
- 7 days ago
- Ossining, NY (3 miles from Chappaqua, NY)
- 7 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-Fairfield County/Greenwich, CT
- Greenwich, CT (11 miles from Chappaqua, NY)
- 8 days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 8 days ago
management business development techniques, products, services and overall industry....
Personal Banker Bilingual Getty Square
- Yonkers, NY (16 miles from Chappaqua, NY)
- 8 days ago
- Yonkers, NY (16 miles from Chappaqua, NY)
- 8 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....
- Greenwich, CT (11 miles from Chappaqua, NY)
- 8 days ago
- Greenwich, CT (11 miles from Chappaqua, 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 (16 miles from Chappaqua, NY)
- 9 days ago
- Bronxville, NY (16 miles from Chappaqua, 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...
- Rochelle Park, NJ (24 miles from Chappaqua, NY)
- 10 days ago
- Rochelle Park, NJ (24 miles from Chappaqua, 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....
- Waldwick, NJ (21 miles from Chappaqua, NY)
- 10 days ago
- Waldwick, NJ (21 miles from Chappaqua, 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....
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
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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