Personal Banker Jobs in Holbrook, 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.
Private Client Relationship Manager
- Huntingtn Sta, NY (15 miles from Holbrook, NY)
- 1 day ago
- Huntingtn Sta, NY (15 miles from Holbrook, NY)
- 1 day ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (15 miles from Holbrook, NY)
- 2 days ago
- Huntington Station, NY (15 miles from Holbrook, NY)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Jericho, NY (24 miles from Holbrook, NY)
- 2 days ago
- Jericho, NY (24 miles from Holbrook, NY)
- 2 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....
Private Client Relationship Manager
- Melville, NY (17 miles from Holbrook, NY)
- 2 days ago
- Melville, NY (17 miles from Holbrook, NY)
- 2 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Financial Advisor - Career Change Opportunity
- Miller Place, NY (10 miles from Holbrook, NY)
- 11 days ago
- Miller Place, NY (10 miles from Holbrook, NY)
- 11 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Miller Place, NY (10 miles from Holbrook, NY)
- 12 days ago
- Miller Place, NY (10 miles from Holbrook, NY)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker at Woodbury Village
- Woodbury, NY (21 miles from Holbrook, NY)
- 12 days ago
- Woodbury, NY (21 miles from Holbrook, NY)
- 12 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....
- Melville, NY (17 miles from Holbrook, NY)
- 17 days ago
- Melville, NY (17 miles from Holbrook, NY)
- 17 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Riverhead, NY (23 miles from Holbrook, NY)
- 24 days ago
- Riverhead, NY (23 miles from Holbrook, NY)
- 24 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Jericho, NY (24 miles from Holbrook, NY)
- 24 days ago
- Jericho, NY (24 miles from Holbrook, NY)
- 24 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee, De Vita &...
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY
- 24 days ago
- Holbrook, NY
- 24 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....
Private Client Banker - Hicksville, NY
- Hicksville, NY (23 miles from Holbrook, NY)
- 25 days ago
- Hicksville, NY (23 miles from Holbrook, NY)
- 25 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...
Financial Advisor - Farmingville, NY
- Melville, NY (17 miles from Holbrook, NY)
- 26 days ago
- Melville, NY (17 miles from Holbrook, NY)
- 26 days ago
management business development techniques, products, services and overall industry....
Client Relationship Manager (Hybrid)
- Edgewood, NY (9 miles from Holbrook, NY)
- 30+ days ago
- Edgewood, NY (9 miles from Holbrook, NY)
- 30+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
Remote Work- Edgewood, NY (9 miles from Holbrook, NY)
- 30+ days ago
- Edgewood, NY (9 miles from Holbrook, NY)
- 30+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Demographic Data for Holbrook, NY
Moving to Holbrook, NY? Find some basic demographic data about Holbrook, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holbrook, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holbrook, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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