Personal Banker Jobs in Hauppauge, 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 - Safe Act - Syosset Branch
- Syosset, NY (17 miles from Hauppauge, NY)
- 9 hours ago
- Syosset, NY (17 miles from Hauppauge, NY)
- 9 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 - Bilingual in Spanish Preferred - AMITYVILLE Branch
- Amityville, NY (14 miles from Hauppauge, NY)
- 2 days ago
- Amityville, NY (14 miles from Hauppauge, 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....
- Holbrook, NY (5 miles from Hauppauge, NY)
- 3 days ago
- Holbrook, NY (5 miles from Hauppauge, NY)
- 3 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....
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (11 miles from Hauppauge, NY)
- 9 days ago
- Port Jefferson, NY (11 miles from Hauppauge, NY)
- 9 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
- Medford, NY (10 miles from Hauppauge, NY)
- 9 days ago
- Medford, NY (10 miles from Hauppauge, NY)
- 9 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Westbury, NY (21 miles from Hauppauge, NY)
- 10 days ago
- Westbury, NY (21 miles from Hauppauge, NY)
- 10 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- Huntington Station
- Huntington Station, NY (9 miles from Hauppauge, NY)
- 10 days ago
- Huntington Station, NY (9 miles from Hauppauge, NY)
- 10 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....
Sr. Private Client Relationship Manager
- Darien, CT (24 miles from Hauppauge, NY)
- 15 days ago
- Darien, CT (24 miles from Hauppauge, NY)
- 15 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Merrill Experienced Financial Advisor
- Garden City, NY (24 miles from Hauppauge, NY)
- 30+ days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Banker - Westport Main St - Westport, CT
- Westport, CT (24 miles from Hauppauge, NY)
- 45+ days ago
- Westport, CT (24 miles from Hauppauge, NY)
- 45+ 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...
Merrill Market Client Relationship Manager
- Melville, NY (12 miles from Hauppauge, NY)
- 45+ days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 45+ days ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
can successfully obtain a notary commission in the state where you work within six months of starting in the role required Banking products, cross-selling, member onboarding, new account openings, retail...
Demographic Data for Hauppauge, NY
Moving to Hauppauge, NY? Find some basic demographic data about Hauppauge, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hauppauge, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hauppauge, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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