Personal Banker Jobs in Croton On Hudson, 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.
Client Relationship Manager - NY, CT, NJ
- Greenwich, CT (17 miles from Croton On Hudson, NY)
- 16 hours ago
- Greenwich, CT (17 miles from Croton On Hudson, NY)
- 16 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (13 miles from Croton On Hudson, NY)
- 1 day ago
- White Plains, NY (13 miles from Croton On Hudson, NY)
- 1 day 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....
Personal Banker - Ridgewood, NJ
- Ridgewood, NJ (19 miles from Croton On Hudson, NY)
- 2 days ago
- Ridgewood, NJ (19 miles from Croton On Hudson, NY)
- 2 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.- Detail oriented, strong organizational...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (12 miles from Croton On Hudson, NY)
- 2 days ago
- White Plains, NY (12 miles from Croton On Hudson, 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....
- Ridgewood, NJ (19 miles from Croton On Hudson, NY)
- 3 days ago
- Ridgewood, NJ (19 miles from Croton On Hudson, NY)
- 3 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 - Monroe Bank Mart
- Monroe, NY (18 miles from Croton On Hudson, NY)
- 5 days ago
- Monroe, NY (18 miles from Croton On Hudson, NY)
- 5 days ago
Banker job family....
Personal Banker SAFE Act - Brooklyn East Area
- Bedford, NY (12 miles from Croton On Hudson, NY)
- 6 days ago
- Bedford, NY (12 miles from Croton On Hudson, 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....
Private Client Banker - The Plaza - Teaneck, NJ
- Teaneck, NJ (23 miles from Croton On Hudson, NY)
- 8 days ago
- Teaneck, NJ (23 miles from Croton On Hudson, NY)
- 8 days ago
JobID: 210626747 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T16:18:48+00:00 JobShift: Base Pay/Salary: Teaneck,NJ $25.00-$32.69 You have a passion for taking...
Personal Banker Associate I - Mt. Vernon, IN
- Mount Vernon, NY (21 miles from Croton On Hudson, NY)
- 9 days ago
- Mount Vernon, NY (21 miles from Croton On Hudson, NY)
- 9 days ago
Personal Banker Associate I - Mt....
Personal Banker Associate I - North Monroe MI
- Monroe, NY (18 miles from Croton On Hudson, NY)
- 9 days ago
- Monroe, NY (18 miles from Croton On Hudson, NY)
- 9 days ago
Banker job family....
Bilingual Spanish Personal Banker
- Hackensack, NJ (23 miles from Croton On Hudson, NY)
- 9 days ago
- Hackensack, NJ (23 miles from Croton On Hudson, NY)
- 9 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Hackensack, NJ. Bilingual Fluency in both English and Spanish is required....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Stamford, CT (20 miles from Croton On Hudson, NY)
- 10 days ago
- Stamford, CT (20 miles from Croton On Hudson, NY)
- 10 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...
- Hackensack, NJ (23 miles from Croton On Hudson, NY)
- 11 days ago
- Hackensack, NJ (23 miles from Croton On Hudson, NY)
- 11 days ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
- Leonia, NJ (24 miles from Croton On Hudson, NY)
- 14 days ago
- Leonia, NJ (24 miles from Croton On Hudson, NY)
- 14 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Licensed Private Client Banker
- Ossining, NY (2 miles from Croton On Hudson, NY)
- 16 days ago
- Ossining, NY (2 miles from Croton On Hudson, 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...
Demographic Data for Croton On Hudson, NY
Moving to Croton On Hudson, NY? Find some basic demographic data about Croton On Hudson, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Croton On Hudson, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Croton On Hudson, 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
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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