Personal Banker Jobs in Elmsford, 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 - Queens West Area
- New York, NY (23 miles from Elmsford, NY)
- 2 hours ago
- New York, NY (23 miles from Elmsford, NY)
- 2 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....
Senior Personal Banker - Roslyn - Full-time
- Roslyn, NY (20 miles from Elmsford, NY)
- 3 hours ago
- Roslyn, NY (20 miles from Elmsford, NY)
- 3 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - Carnegie Hall - New York, NY
- New York, NY (23 miles from Elmsford, NY)
- 3 hours ago
- New York, NY (23 miles from Elmsford, NY)
- 3 hours ago
JobID: 210639794 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-25T16:45:19+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker SAFE Act - Chelsea Branch
- New York, NY (23 miles from Elmsford, NY)
- 14 hours ago
- New York, NY (23 miles from Elmsford, NY)
- 14 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....
/19311/4d430d1d-2fe6-4469-acc0-90185bd979d1.png&z=8&s=BNK&ih_t=6%2F26%2F2025+11%3A08%3A53+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-dtc_edu&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Licensed Private Client Banker
- Ossining, NY (8 miles from Elmsford, NY)
- 14 hours ago
- Ossining, NY (8 miles from Elmsford, NY)
- 14 hours 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...
Financial Advisor - Borough Park/Brooklyn, NY
- New York, NY (23 miles from Elmsford, NY)
- 22 hours ago
- New York, NY (23 miles from Elmsford, NY)
- 22 hours ago
management business development techniques, products, services and overall industry....
Private Client Banker - Ardsley, NY
- Ardsley, NY (3 miles from Elmsford, NY)
- 1 day ago
- Ardsley, NY (3 miles from Elmsford, NY)
- 1 day 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...
JPMorgan Private Client Relationship Manager New York, NY
- New York, NY (23 miles from Elmsford, NY)
- 1 day ago
- New York, NY (23 miles from Elmsford, NY)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Private Client Banker - Vernon Hills - Scarsdale, NY
- Scarsdale, NY (2 miles from Elmsford, NY)
- 2 days ago
- Scarsdale, NY (2 miles from Elmsford, NY)
- 2 days ago
JobID: 210638995 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T23:04:11+00:00 JobShift: Day Base Pay/Salary: Scarsdale,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual Getty Square
- Yonkers, NY (8 miles from Elmsford, NY)
- 2 days ago
- Yonkers, NY (8 miles from Elmsford, 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....
Personal Banker SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- Flushing, NY (21 miles from Elmsford, NY)
- 2 days ago
- Flushing, NY (21 miles from Elmsford, 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....
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (16 miles from Elmsford, NY)
- 4 days ago
- Ridgewood, NJ (16 miles from Elmsford, NY)
- 4 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...
Financial Advisor Full-Time - Paramus, NJ and Farmington, CT
- Paramus, NJ (15 miles from Elmsford, NY)
- 4 days ago
- Paramus, NJ (15 miles from Elmsford, NY)
- 4 days 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,...
- New York, NY (23 miles from Elmsford, NY)
- 5 days ago
- New York, NY (23 miles from Elmsford, NY)
- 5 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....
Personal Banker at Broadway & Dey
- New York, NY (23 miles from Elmsford, NY)
- 5 days ago
- New York, NY (23 miles from Elmsford, NY)
- 5 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....
Demographic Data for Elmsford, NY
Moving to Elmsford, NY? Find some basic demographic data about Elmsford, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elmsford, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elmsford, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- 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
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- 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 »