Personal Banker Jobs in Harrison, 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 - Paid Training Provided
- Fresh Meadows, NY (17 miles from Harrison, NY)
- 7 days ago
- Fresh Meadows, NY (17 miles from Harrison, NY)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Fresh Meadows, NY (17 miles from Harrison, NY)
- 5 hours ago
- Fresh Meadows, NY (17 miles from Harrison, NY)
- 5 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - Manhattan Square Area - On-Site
- New York, NY (21 miles from Harrison, NY)
- 7 hours ago
- New York, NY (21 miles from Harrison, NY)
- 7 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....
Retail - Client Relationship Manager CRM
- Teaneck, NJ (16 miles from Harrison, NY)
- 9 hours ago
- Teaneck, NJ (16 miles from Harrison, NY)
- 9 hours ago
Retail - Client Relationship Manager - Associate Director Location: New Jersey (must live or be willing to relocate) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading...
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Financial Advisor - Westchester, NY
- White Plains, NY (4 miles from Harrison, NY)
- 10 hours ago
- White Plains, NY (4 miles from Harrison, NY)
- 10 hours ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkMerrill Market Client Relationship Manager
- New York, NY (21 miles from Harrison, NY)
- 1 day ago
- New York, NY (21 miles from Harrison, NY)
- 1 day ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
Financial Advisor Associate (R25_0000001535)
- Melville, NY (21 miles from Harrison, NY)
- 1 day ago
- Melville, NY (21 miles from Harrison, NY)
- 1 day ago
Full Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused...
Bilingual Spanish Personal Banker at Port Washington
- Port Washington, NY (9 miles from Harrison, NY)
- 1 day ago
- Port Washington, NY (9 miles from Harrison, NY)
- 1 day 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....
- Clifton, NJ (23 miles from Harrison, NY)
- 1 day ago
- Clifton, NJ (23 miles from Harrison, NY)
- 1 day 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...
- Saddle Brook, NJ (20 miles from Harrison, NY)
- 1 day ago
- Saddle Brook, NJ (20 miles from Harrison, NY)
- 1 day ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
Prudential is now powered by LPL's industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition...
- Tarrytown, NY (9 miles from Harrison, NY)
- 2 days ago
- Tarrytown, NY (9 miles from Harrison, 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....
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
- New York, NY (21 miles from Harrison, NY)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor: Wealth Management Track
- New York, NY (21 miles from Harrison, NY)
- 3 days ago
- New York, NY (21 miles from Harrison, NY)
- 3 days ago
Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....
Demographic Data for Harrison, NY
Moving to Harrison, NY? Find some basic demographic data about Harrison, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Harrison, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Harrison, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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