Personal Banker Jobs in Kew Gardens, 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.
Licensed Private Client Banker
- New York, NY (9 miles from Kew Gardens, NY)
- 3 hours ago
- New York, NY (9 miles from Kew Gardens, NY)
- 3 hours ago
Location: 3000 East Main Street - Cortlandt Manor, New York 10567 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Personal Banker at Brooklyn Court
- Brooklyn, NY (8 miles from Kew Gardens, NY)
- 6 hours ago
- Brooklyn, NY (8 miles from Kew Gardens, NY)
- 6 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....
Personal Banker at Broadway & Dey
- New York, NY (9 miles from Kew Gardens, NY)
- 6 hours ago
- New York, NY (9 miles from Kew Gardens, NY)
- 6 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....
- New York, NY (9 miles from Kew Gardens, NY)
- 6 hours ago
- New York, NY (9 miles from Kew Gardens, NY)
- 6 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....
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Roving Personal Banker - Northern Monmouth District
- Atlantic Highlands, NJ (24 miles from Kew Gardens, NY)
- 6 hours ago
- Atlantic Highlands, NJ (24 miles from Kew Gardens, NY)
- 6 hours 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 (16 miles from Kew Gardens, NY)
- 7 hours ago
- Jericho, NY (16 miles from Kew Gardens, NY)
- 7 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker SAFE Act - Utica & Clarkson Branch
- Brooklyn, NY (8 miles from Kew Gardens, NY)
- 18 hours ago
- Brooklyn, NY (8 miles from Kew Gardens, NY)
- 18 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....
Financial Advisor (Poughkeepsie, Kingston)
- New York, NY (9 miles from Kew Gardens, NY)
- 1 day ago
- New York, NY (9 miles from Kew Gardens, NY)
- 1 day ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
- Paterson, NJ (22 miles from Kew Gardens, NY)
- 1 day ago
- Paterson, NJ (22 miles from Kew Gardens, NY)
- 1 day ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker East Orange Central Ave Branch
- East Orange, NJ (20 miles from Kew Gardens, NY)
- 1 day ago
- East Orange, NJ (20 miles from Kew Gardens, NY)
- 1 day 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....
- Kearny, NJ (15 miles from Kew Gardens, NY)
- 1 day ago
- Kearny, NJ (15 miles from Kew Gardens, NY)
- 1 day ago
As a Regional Resource Team member (RRT) within PNC's Parkway Region Retail Banking organization, you will be based in Kearny, NJ....
- Paterson, NJ (21 miles from Kew Gardens, NY)
- 1 day ago
- Paterson, NJ (21 miles from Kew Gardens, NY)
- 1 day ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- New York, NY (9 miles from Kew Gardens, NY)
- 2 days ago
- New York, NY (9 miles from Kew Gardens, NY)
- 2 days ago
BrokerHunter SELECT is a premier recruiting service available to qualifying candidates that meet the criteria for this distinctive selection. This service is free, easy, and CONFIDENTIAL for our...
- New York, NY (9 miles from Kew Gardens, NY)
- 2 days ago
- New York, NY (9 miles from Kew Gardens, NY)
- 2 days ago
management....
- White Plains, NY (22 miles from Kew Gardens, NY)
- 4 days ago
- White Plains, NY (22 miles from Kew Gardens, NY)
- 4 days ago
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join our...
Demographic Data for Kew Gardens, NY
Moving to Kew Gardens, NY? Find some basic demographic data about Kew Gardens, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kew Gardens, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kew Gardens, 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
- Commercial Banking
- 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
- High School Diploma
- Listening
- Retail
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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