Personal Banker Jobs in Hastings 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.
Financial Advisor Opportunities for Licensed Professionals
- White Plains, NY (6 miles from Hastings On Hudson, NY)
- 18 hours ago
- White Plains, NY (6 miles from Hastings On Hudson, NY)
- 18 hours ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
Institutional Client Group Client Relationship Manager Associate
- New York, NY (17 miles from Hastings On Hudson, NY)
- 19 hours ago
- New York, NY (17 miles from Hastings On Hudson, NY)
- 19 hours ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Personal Banker SAFE Act - BEDFORD VILLAGE
- Bedford Hills, NY (18 miles from Hastings On Hudson, NY)
- 21 hours ago
- Bedford Hills, NY (18 miles from Hastings On Hudson, NY)
- 21 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....
Personal Banker SAFE Act - Sheepshead Bay Branch
- Brooklyn, NY (21 miles from Hastings On Hudson, NY)
- 1 day ago
- Brooklyn, NY (21 miles from Hastings 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 SAFE Act - North Flushing Branch
- Flushing, NY (16 miles from Hastings On Hudson, NY)
- 1 day ago
- Flushing, NY (16 miles from Hastings 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....
Float Personal Banker Associate I - St Lucie
- New York, NY (17 miles from Hastings On Hudson, NY)
- 1 day ago
- New York, NY (17 miles from Hastings On Hudson, NY)
- 1 day ago
Banker job family....
- Saddle Brook, NJ (13 miles from Hastings On Hudson, NY)
- 1 day ago
- Saddle Brook, NJ (13 miles from Hastings On Hudson, NY)
- 1 day ago
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- Wayne, NJ (19 miles from Hastings On Hudson, NY)
- 1 day ago
- Wayne, NJ (19 miles from Hastings On Hudson, NY)
- 1 day ago
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Financial Advisor Maximize Your Career Unlock Earning Potential
- Paramus, NJ (10 miles from Hastings On Hudson, NY)
- 1 day ago
- Paramus, NJ (10 miles from Hastings On Hudson, NY)
- 1 day ago
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Personal Banker SAFE Act - 399 Park Avenue Branch
- New York, NY (17 miles from Hastings On Hudson, NY)
- 1 day ago
- New York, NY (17 miles from Hastings 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 - Ampere - Full-time
- Bloomfield, NJ (20 miles from Hastings On Hudson, NY)
- 1 day ago
- Bloomfield, NJ (20 miles from Hastings On Hudson, NY)
- 1 day ago
office conditions in a retail-banking establishment....
Licensed Private Client Banker
- New Rochelle, NY (6 miles from Hastings On Hudson, NY)
- 2 days ago
- New Rochelle, NY (6 miles from Hastings On Hudson, NY)
- 2 days ago
Location: 28 Lecount Place - New Rochelle, New York 10801 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor - Career Change Opportunity
- New York, NY (17 miles from Hastings On Hudson, NY)
- 2 days ago
- New York, NY (17 miles from Hastings On Hudson, NY)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Financial Representative-NY
- New York, NY (17 miles from Hastings On Hudson, NY)
- 3 days ago
- New York, NY (17 miles from Hastings On Hudson, NY)
- 3 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor Associate - R25_0000001565
- Saddle Brook, NJ (13 miles from Hastings On Hudson, NY)
- 3 days ago
- Saddle Brook, NJ (13 miles from Hastings On Hudson, NY)
- 3 days 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...
Demographic Data for Hastings On Hudson, NY
Moving to Hastings On Hudson, NY? Find some basic demographic data about Hastings On Hudson, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hastings On Hudson, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hastings 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
- 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
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- 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
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