Personal Banker Jobs in Levittown, 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
- Plainview, NY (4 miles from Levittown, NY)
- 5 days ago
- Plainview, NY (4 miles from Levittown, NY)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Woodbury, NY (6 miles from Levittown, NY)
- 2 days ago
- Woodbury, NY (6 miles from Levittown, 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....
- Forest Hills, NY (17 miles from Levittown, NY)
- 3 days ago
- Forest Hills, NY (17 miles from Levittown, NY)
- 3 days ago
Banker job family....
Personal Banker SAFE Act - Brooklyn East Area
- Brooklyn, NY (24 miles from Levittown, NY)
- 3 days ago
- Brooklyn, NY (24 miles from Levittown, NY)
- 3 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....
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (7 miles from Levittown, NY)
- 4 days ago
- Melville, NY (7 miles from Levittown, NY)
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Plainview, NY (4 miles from Levittown, NY)
- 5 days ago
- Plainview, NY (4 miles from Levittown, NY)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Mt. Vernon, IN
- Mount Vernon, NY (20 miles from Levittown, NY)
- 5 days ago
- Mount Vernon, NY (20 miles from Levittown, NY)
- 5 days ago
Personal Banker Associate I - Mt....
Private Client Banker - Rockville Centre, NY
- Rockville Centre, NY (7 miles from Levittown, NY)
- 5 days ago
- Rockville Centre, NY (7 miles from Levittown, NY)
- 5 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 & Planner - Brokerage/Premier Accounts
- Stamford, CT (22 miles from Levittown, NY)
- 6 days ago
- Stamford, CT (22 miles from Levittown, NY)
- 6 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...
Personal Banker SAFE Act - South Ozone Park Branch
- Queens Village, NY (12 miles from Levittown, NY)
- 6 days ago
- Queens Village, NY (12 miles from Levittown, NY)
- 6 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 - South Ozone Park Branch
- Jamaica, NY (15 miles from Levittown, NY)
- 7 days ago
- Jamaica, NY (15 miles from Levittown, 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....
Private Client Relationship Manager
- Huntingtn Sta, NY (10 miles from Levittown, NY)
- 8 days ago
- Huntingtn Sta, NY (10 miles from Levittown, NY)
- 8 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Personal Banker - New Hyde Park, NY
- New Hyde Park, NY (8 miles from Levittown, NY)
- 9 days ago
- New Hyde Park, NY (8 miles from Levittown, NY)
- 9 days ago
Personal Banker - Hyde Park, NY Valley National Bank $17.31 - $28.85 / hr paid time off United States, York, Hyde Park 699 Hillside Avenue (Show on map) Jun 26, 2025 Back Personal Banker #25-459 Hyde...
- Jericho, NY (5 miles from Levittown, NY)
- 9 days ago
- Jericho, NY (5 miles from Levittown, NY)
- 9 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 Relationship Manager
- Melville, NY (7 miles from Levittown, NY)
- 10 days ago
- Melville, NY (7 miles from Levittown, NY)
- 10 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Demographic Data for Levittown, NY
Moving to Levittown, NY? Find some basic demographic data about Levittown, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Levittown, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Levittown, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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