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.
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (22 miles from Chappaqua, NY)
- 1 day ago
- Ridgewood, NJ (22 miles from Chappaqua, NY)
- 1 day 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...
Financial Advisor Full-Time - Paramus, NJ and Farmington, CT
- Paramus, NJ (22 miles from Chappaqua, NY)
- 1 day ago
- Paramus, NJ (22 miles from Chappaqua, NY)
- 1 day ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- Pleasantville, NY (3 miles from Chappaqua, NY)
- 2 days ago
- Pleasantville, NY (3 miles from Chappaqua, NY)
- 2 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....
Associate Bank Financial Advisor
- Armonk, NY (4 miles from Chappaqua, NY)
- 2 days ago
- Armonk, NY (4 miles from Chappaqua, NY)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (4 miles from Chappaqua, NY)
- 2 days ago
- Armonk, NY (4 miles from Chappaqua, 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....
- Katonah, NY (7 miles from Chappaqua, NY)
- 4 days ago
- Katonah, NY (7 miles from Chappaqua, NY)
- 4 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....
- Hillsdale, NJ (18 miles from Chappaqua, NY)
- 4 days ago
- Hillsdale, NJ (18 miles from Chappaqua, NY)
- 4 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 Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (14 miles from Chappaqua, NY)
- 5 days ago
- Stamford, CT (14 miles from Chappaqua, NY)
- 5 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...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (14 miles from Chappaqua, NY)
- 5 days ago
- Stamford, CT (14 miles from Chappaqua, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 6 days ago
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 6 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....
- Oradell, NJ (20 miles from Chappaqua, NY)
- 7 days ago
- Oradell, NJ (20 miles from Chappaqua, NY)
- 7 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 II - Darien - Full Time
- Darien, CT (16 miles from Chappaqua, NY)
- 8 days ago
- Darien, CT (16 miles from Chappaqua, NY)
- 8 days ago
Banker job family....
- Brewster, NY (19 miles from Chappaqua, NY)
- 8 days ago
- Brewster, NY (19 miles from Chappaqua, NY)
- 8 days ago
Job Order Number: DG0152635 Job Title: Senior Director, Respiratory HCP Marketing Lead Company: Regeneron Pharmaceuticals Location: Sleepy Hollow, NY Salary: Education: Information Not Provided...
- West Haverstraw, NY (10 miles from Chappaqua, NY)
- 9 days ago
- West Haverstraw, NY (10 miles from Chappaqua, NY)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Suffern, NY (17 miles from Chappaqua, NY)
- 10 days ago
- Suffern, NY (17 miles from Chappaqua, NY)
- 10 days ago
Location: 59 Route 59 - Suffern, New York 10901 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »