Personal Banker Jobs in Mamaroneck, 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 - Paid Training Provided
- Fresh Meadows, NY (14 miles from Mamaroneck, NY)
- 3 days ago
- Fresh Meadows, NY (14 miles from Mamaroneck, NY)
- 3 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...
Client Relationship Manager - NY, CT, NJ
- New York, NY (19 miles from Mamaroneck, NY)
- 19 hours ago
- New York, NY (19 miles from Mamaroneck, NY)
- 19 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00081854 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker SAFE Act - 18th Avenue Branch
- New York, NY (19 miles from Mamaroneck, NY)
- 1 day ago
- New York, NY (19 miles from Mamaroneck, NY)
- 1 day 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 (White Plains, NY)
- White Plains, NY (5 miles from Mamaroneck, NY)
- 1 day ago
- White Plains, NY (5 miles from Mamaroneck, NY)
- 1 day ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
- Port Washington, NY (8 miles from Mamaroneck, NY)
- 1 day ago
- Port Washington, NY (8 miles from Mamaroneck, NY)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Forest Hills, NY (16 miles from Mamaroneck, NY)
- 1 day ago
- Forest Hills, NY (16 miles from Mamaroneck, NY)
- 1 day ago
As a Personal Banker] within PNC's Retail Banking organization at the Forest Hills Branch, you will be based in Pittsburgh, PA....
Personal Banker SAFE Act - Montague Street Branch
- Brooklyn Heights, NY (22 miles from Mamaroneck, NY)
- 1 day ago
- Brooklyn Heights, NY (22 miles from Mamaroneck, NY)
- 1 day 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 - Entry Level (Training Provided)
- White Plains, NY (5 miles from Mamaroneck, NY)
- 1 day ago
- White Plains, NY (5 miles from Mamaroneck, NY)
- 1 day ago
Join Northwestern Mutual's award-winning SFA agency as we grow our team of financial representatives across New York and New Jersey. As an advisor, guide clients through comprehensive financial...
Private Client Banker - Glen Cove, NY
- Glen Cove, NY (7 miles from Mamaroneck, NY)
- 1 day ago
- Glen Cove, NY (7 miles from Mamaroneck, 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...
Personal Banker SAFE Act - 90 Park Avenue Branch
- New York, NY (19 miles from Mamaroneck, NY)
- 1 day ago
- New York, NY (19 miles from Mamaroneck, NY)
- 1 day 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....
- Ramsey, NJ (22 miles from Mamaroneck, NY)
- 2 days ago
- Ramsey, NJ (22 miles from Mamaroneck, NY)
- 2 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....
- Melville, NY (20 miles from Mamaroneck, NY)
- 2 days ago
- Melville, NY (20 miles from Mamaroneck, NY)
- 2 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...
- Hoboken, NJ (20 miles from Mamaroneck, NY)
- 2 days ago
- Hoboken, NJ (20 miles from Mamaroneck, NY)
- 2 days ago
to complete the company sponsored required FINRA licenses and registrations and enter PEP S table Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth...
Personal Banker - Twp of Washington, NJ
- Township of Washington, NJ (17 miles from Mamaroneck, NY)
- 2 days ago
- Township of Washington, NJ (17 miles from Mamaroneck, NY)
- 2 days ago
Back Personal Banker #25-334 Twp of Washington, New Jersey, United States Apply Apply for this job now!...
Bilingual Korean Personal Banker
- Leonia, NJ (14 miles from Mamaroneck, NY)
- 2 days ago
- Leonia, NJ (14 miles from Mamaroneck, NY)
- 2 days ago
As a FT Branch Banker within PNC's Bergen Region Retail Banking organization, you will be based in Leonia, NJ. Bilingual Fluency in both English and Korean is required....
Demographic Data for Mamaroneck, NY
Moving to Mamaroneck, NY? Find some basic demographic data about Mamaroneck, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mamaroneck, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mamaroneck, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
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