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.
- Melville, NY (12 miles from Hauppauge, NY)
- 20 hours ago
- Melville, NY (12 miles from Hauppauge, NY)
- 20 hours ago
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...
Personal Banker - Hicksville Branch
- Hicksville, NY (18 miles from Hauppauge, NY)
- 20 hours ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 20 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....
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 3 days ago
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 3 days ago
Company: Valley Bank Location: Farmingdale, NY Career Level: Entry Level Industries: Banking, Insurance, Financial Services Description Responsibilities include, but are not limited to:...
Financial Advisor Financial Advisor
- Plainview, NY (15 miles from Hauppauge, NY)
- 7 days ago
- Plainview, NY (15 miles from Hauppauge, NY)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Plainview, NY Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Private Client Banker - Hauppauge, NY Private Client Banker - Hauppauge, NY
- Hauppauge, NY
- 7 days ago
- Hauppauge, NY
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker SAFE Act - Smithaven Branch
- Lake Grove, NY (4 miles from Hauppauge, NY)
- 9 days ago
- Lake Grove, NY (4 miles from Hauppauge, NY)
- 9 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....
- Garden City, NY (24 miles from Hauppauge, NY)
- 10 days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 10 days ago
Responsibilities include, but are not limited to: Manages the loan client relationships and lending inquiries for Concierge Borrowers....
Personal Banker SAFE Act - B10 - BRENTWOOD
- Brentwood, NY (4 miles from Hauppauge, NY)
- 13 days ago
- Brentwood, NY (4 miles from Hauppauge, NY)
- 13 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....
- Brentwood, NY (4 miles from Hauppauge, NY)
- 14 days ago
- Brentwood, NY (4 miles from Hauppauge, NY)
- 14 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....
Personal Banker Southern Connecticut
- Westport, CT (24 miles from Hauppauge, NY)
- 15 days ago
- Westport, CT (24 miles from Hauppauge, NY)
- 15 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 Financial Representative-CT
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 16 days ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 16 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 Work- Hicksville, NY (18 miles from Hauppauge, NY)
- 19 days ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 19 days ago
selling of new and existing Retail banking relationships....
Financial Advisor - West Babylon, NY
- West Babylon, NY (11 miles from Hauppauge, NY)
- 27 days ago
- West Babylon, NY (11 miles from Hauppauge, NY)
- 27 days ago
Work Location: West Babylon, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- Brentwood Branch
- Brentwood, NY (4 miles from Hauppauge, NY)
- 27 days ago
- Brentwood, NY (4 miles from Hauppauge, NY)
- 27 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....
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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