Personal Banker Jobs in Huntingtn Sta, 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 Development Program
- Norwalk, CT (21 miles from Huntingtn Sta, NY)
- 1 day ago
- Norwalk, CT (21 miles from Huntingtn Sta, NY)
- 1 day ago
FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a...
Merrill Experienced Financial Advisor
- Melville, NY (3 miles from Huntingtn Sta, NY)
- 2 days ago
- Melville, NY (3 miles from Huntingtn Sta, NY)
- 2 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....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Stamford, CT (18 miles from Huntingtn Sta, NY)
- 3 days ago
- Stamford, CT (18 miles from Huntingtn Sta, NY)
- 3 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Woodbury, NY (5 miles from Huntingtn Sta, NY)
- 3 days ago
- Woodbury, NY (5 miles from Huntingtn Sta, NY)
- 3 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....
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- New Hyde Park, NY (17 miles from Huntingtn Sta, NY)
- 7 days ago
- New Hyde Park, NY (17 miles from Huntingtn Sta, NY)
- 7 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 Banker - Setauket, NY
- Setauket, NY (15 miles from Huntingtn Sta, NY)
- 8 days ago
- Setauket, NY (15 miles from Huntingtn Sta, NY)
- 8 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-Rye Brook, NY
- Rye Brook, NY (21 miles from Huntingtn Sta, NY)
- 8 days ago
- Rye Brook, NY (21 miles from Huntingtn Sta, NY)
- 8 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Private Client Banker - North Babylon, NY
- North Babylon, NY (6 miles from Huntingtn Sta, NY)
- 9 days ago
- North Babylon, NY (6 miles from Huntingtn Sta, NY)
- 9 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...
Private Client Banker - Deer Park Grand Blvd, Deer Park, NY
- Deer Park, NY (4 miles from Huntingtn Sta, NY)
- 9 days ago
- Deer Park, NY (4 miles from Huntingtn Sta, NY)
- 9 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 - RDM Financial Group
- Westport, CT (22 miles from Huntingtn Sta, NY)
- 9 days ago
- Westport, CT (22 miles from Huntingtn Sta, NY)
- 9 days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Private Client Financial Advisor - Manhasset, NY
- Manhasset, NY (16 miles from Huntingtn Sta, NY)
- 12 days ago
- Manhasset, NY (16 miles from Huntingtn Sta, NY)
- 12 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Syosset, NY (7 miles from Huntingtn Sta, NY)
- 12 days ago
- Syosset, NY (7 miles from Huntingtn Sta, 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....
Personal Banker - Connecticut Area
- Norwalk, CT (21 miles from Huntingtn Sta, NY)
- 13 days ago
- Norwalk, CT (21 miles from Huntingtn Sta, 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....
Financial Advisor Opportunities for Licensed Professionals
- Melville, NY (3 miles from Huntingtn Sta, NY)
- 14 days ago
- Melville, NY (3 miles from Huntingtn Sta, NY)
- 14 days 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...
Personal Banker SAFE Act - North Flushing Branch
- Flushing, NY (24 miles from Huntingtn Sta, NY)
- 15 days ago
- Flushing, NY (24 miles from Huntingtn Sta, NY)
- 15 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 Huntingtn Sta, NY
Moving to Huntingtn Sta, NY? Find some basic demographic data about Huntingtn Sta, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntingtn Sta, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntingtn Sta, 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
- 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
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Interpersonal Skills
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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