Personal Banker Jobs in Islandia, 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 - Career Change Opportunity
- Patchogue, NY (15 miles from Islandia, NY)
- 5 days ago
- Patchogue, NY (15 miles from Islandia, NY)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor Associate (R25_0000001535)
- Melville, NY (12 miles from Islandia, NY)
- 8 hours ago
- Melville, NY (12 miles from Islandia, NY)
- 8 hours ago
Full Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused...
- Syosset, NY (17 miles from Islandia, NY)
- 10 hours ago
- Syosset, NY (17 miles from Islandia, NY)
- 10 hours 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....
Private Client Banker - Mt. Sinai, NY
- Mount Sinai, NY (12 miles from Islandia, NY)
- 1 day ago
- Mount Sinai, NY (12 miles from Islandia, NY)
- 1 day 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...
/19303/64fedd75-2d06-44b9-b129-ef7118843cc5.png&z=8&s=BNK&ih_t=5%2F7%2F2025+8%3A05%3A18+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Advisor (Seeking Career Changers - Training Provided)
- Melville, NY (12 miles from Islandia, NY)
- 2 days ago
- Melville, NY (12 miles from Islandia, NY)
- 2 days ago
We are seeking hardworking, self-motived, entrepreneurial individuals to join our team of Financial Professionals at AMG Wealth Management a Division of Northwestern Mutual - Melville....
- Patchogue, NY (15 miles from Islandia, NY)
- 4 days ago
- Patchogue, NY (15 miles from Islandia, NY)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Glen Cove, NY
- Glen Cove, NY (23 miles from Islandia, NY)
- 4 days ago
- Glen Cove, NY (23 miles from Islandia, NY)
- 4 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...
- Melville, NY (12 miles from Islandia, NY)
- 4 days ago
- Melville, NY (12 miles from Islandia, NY)
- 4 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker - Safe Act - Mandarin or Cantonese speaking preferred - Syosset Branch
- Syosset, NY (17 miles from Islandia, NY)
- 5 days ago
- Syosset, NY (17 miles from Islandia, NY)
- 5 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 - R25_0000001380
- Garden City, NY (24 miles from Islandia, NY)
- 7 days ago
- Garden City, NY (24 miles from Islandia, NY)
- 7 days ago
Full Job DescriptionAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...
- Holtsville, NY (6 miles from Islandia, NY)
- 8 days ago
- Holtsville, NY (6 miles from Islandia, NY)
- 8 days ago
Remote Work: Hybrid Overview: At Zebra, we are a community of innovators who come together to create new ways of working to make everyday life better. United by curiosity and care, we develop...
Personal Banker - Safe Act - Syosset Branch
- Syosset, NY (17 miles from Islandia, NY)
- 11 days ago
- Syosset, NY (17 miles from Islandia, NY)
- 11 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 - Bilingual in Spanish Preferred - AMITYVILLE Branch
- Amityville, NY (14 miles from Islandia, NY)
- 14 days ago
- Amityville, NY (14 miles from Islandia, 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....
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (11 miles from Islandia, NY)
- 20 days ago
- Port Jefferson, NY (11 miles from Islandia, NY)
- 20 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...
- Westbury, NY (21 miles from Islandia, NY)
- 22 days ago
- Westbury, NY (21 miles from Islandia, NY)
- 22 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....
Demographic Data for Islandia, NY
Moving to Islandia, NY? Find some basic demographic data about Islandia, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Islandia, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Islandia, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »