Personal Banker Jobs in Lake Success, 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
- Staten Island, NY (22 miles from Lake Success, NY)
- 23 hours ago
- Staten Island, NY (22 miles from Lake Success, NY)
- 23 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Paid Training Provided
- Fresh Meadows, NY (4 miles from Lake Success, NY)
- 9 days ago
- Fresh Meadows, NY (4 miles from Lake Success, NY)
- 9 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker at Borough Park
- Brooklyn, NY (15 miles from Lake Success, NY)
- 18 hours ago
- Brooklyn, NY (15 miles from Lake Success, NY)
- 18 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 (14 miles from Lake Success, NY)
- 20 hours ago
- New York, NY (14 miles from Lake Success, NY)
- 20 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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- Staten Island, NY (22 miles from Lake Success, NY)
- 1 day ago
- Staten Island, NY (22 miles from Lake Success, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Borough Park/Brooklyn, NY
- New York, NY (14 miles from Lake Success, NY)
- 1 day ago
- New York, NY (14 miles from Lake Success, NY)
- 1 day ago
management business development techniques, products, services and overall industry....
Personal Banker- Fox Chase Banking Office
- New York, NY (14 miles from Lake Success, NY)
- 1 day ago
- New York, NY (14 miles from Lake Success, NY)
- 1 day ago
banking, cash management and trust and wealth management....
Personal Banker Bilingual Getty Square
- Yonkers, NY (15 miles from Lake Success, NY)
- 1 day ago
- Yonkers, NY (15 miles from Lake Success, 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....
- Woodbury, NY (13 miles from Lake Success, NY)
- 2 days ago
- Woodbury, NY (13 miles from Lake Success, NY)
- 2 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....
Financial Advisor - Certification Provided
- Fresh Meadows, NY (4 miles from Lake Success, NY)
- 2 days ago
- Fresh Meadows, NY (4 miles from Lake Success, NY)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - Manhattan Square Area - On-Site
- New York, NY (14 miles from Lake Success, NY)
- 2 days ago
- New York, NY (14 miles from Lake Success, 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....
Retail - Client Relationship Manager CRM
- Teaneck, NJ (17 miles from Lake Success, NY)
- 2 days ago
- Teaneck, NJ (17 miles from Lake Success, NY)
- 2 days ago
Retail - Client Relationship Manager - Associate Director Location: New Jersey (must live or be willing to relocate) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading...
Financial Advisor - Westchester, NY
- White Plains, NY (18 miles from Lake Success, NY)
- 2 days ago
- White Plains, NY (18 miles from Lake Success, NY)
- 2 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkMerrill Market Client Relationship Manager
- New York, NY (14 miles from Lake Success, NY)
- 3 days ago
- New York, NY (14 miles from Lake Success, NY)
- 3 days ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
Financial Advisor Associate (R25_0000001535)
- Melville, NY (16 miles from Lake Success, NY)
- 3 days ago
- Melville, NY (16 miles from Lake Success, NY)
- 3 days 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...
Demographic Data for Lake Success, NY
Moving to Lake Success, NY? Find some basic demographic data about Lake Success, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Success, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Success, 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
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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