Personal Banker Jobs in Huntington Station, 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.
- Fresh Meadows, NY (23 miles from Huntington Station, NY)
- 3 days ago
- Fresh Meadows, NY (23 miles from Huntington Station, NY)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - ALBERTSON
- Albertson, NY (15 miles from Huntington Station, NY)
- 2 days ago
- Albertson, NY (15 miles from Huntington Station, 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....
Personal Banker - Pelham Manor Branch, Bilingual Spanish Speaking Preferred
- Pelham, NY (23 miles from Huntington Station, NY)
- 2 days ago
- Pelham, NY (23 miles from Huntington Station, 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....
Roving Personal Banker Southern Connecticut
- Stamford, CT (18 miles from Huntington Station, NY)
- 3 days ago
- Stamford, CT (18 miles from Huntington Station, 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....
Personal Banker SAFE Act - B10 - LAKE GROVE
- Saint James, NY (10 miles from Huntington Station, NY)
- 4 days ago
- Saint James, NY (10 miles from Huntington Station, NY)
- 4 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....
- Albertson, NY (15 miles from Huntington Station, NY)
- 4 days ago
- Albertson, NY (15 miles from Huntington Station, NY)
- 4 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 SAFE Act - B10 - MINEOLA
- Mineola, NY (15 miles from Huntington Station, NY)
- 4 days ago
- Mineola, NY (15 miles from Huntington Station, NY)
- 4 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 SAFE Act - B10 - HEWLETT
- Hewlett, NY (21 miles from Huntington Station, NY)
- 4 days ago
- Hewlett, NY (21 miles from Huntington Station, NY)
- 4 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....
- Great Neck, NY (18 miles from Huntington Station, NY)
- 5 days ago
- Great Neck, NY (18 miles from Huntington Station, NY)
- 5 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 Bilingual Rye brook
- Rye Brook, NY (21 miles from Huntington Station, NY)
- 5 days ago
- Rye Brook, NY (21 miles from Huntington Station, NY)
- 5 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 SAFE Act - B10 - FARMINGDALE
- Farmingdale, NY (6 miles from Huntington Station, NY)
- 7 days ago
- Farmingdale, NY (6 miles from Huntington Station, NY)
- 7 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 SAFE Act - B10 - GARDEN CITY PARK
- Garden City Park, NY (17 miles from Huntington Station, NY)
- 7 days ago
- Garden City Park, NY (17 miles from Huntington Station, NY)
- 7 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 SAFE Act - B10 - LAKE GROVE
- Lake Grove, NY (13 miles from Huntington Station, NY)
- 8 days ago
- Lake Grove, NY (13 miles from Huntington Station, NY)
- 8 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 - North Bellmore, NY
- North Bellmore, NY (13 miles from Huntington Station, NY)
- 8 days ago
- North Bellmore, NY (13 miles from Huntington Station, NY)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Auburndale, NY
- Flushing, NY (24 miles from Huntington Station, NY)
- 8 days ago
- Flushing, NY (24 miles from Huntington Station, NY)
- 8 days ago
Work Location: Flushing, 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...
Demographic Data for Huntington Station, NY
Moving to Huntington Station, NY? Find some basic demographic data about Huntington Station, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntington Station, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntington Station, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Business Development
- Retail
- 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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