Personal Banker Jobs in Medford, 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.
- Melville, NY (22 miles from Medford, NY)
- 7 hours ago
- Melville, NY (22 miles from Medford, NY)
- 7 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Lake Grove, NY (7 miles from Medford, NY)
- 1 day ago
- Lake Grove, NY (7 miles from Medford, 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....
- Riverhead, NY (18 miles from Medford, NY)
- 7 days ago
- Riverhead, NY (18 miles from Medford, NY)
- 7 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY (5 miles from Medford, NY)
- 7 days ago
- Holbrook, NY (5 miles from Medford, 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....
Financial Advisor - Farmingville, NY
- Melville, NY (22 miles from Medford, NY)
- 9 days ago
- Melville, NY (22 miles from Medford, NY)
- 9 days ago
management business development techniques, products, services and overall industry....
Client Relationship Manager (Hybrid)
- Edgewood, NY (14 miles from Medford, NY)
- 13 days ago
- Edgewood, NY (14 miles from Medford, NY)
- 13 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
Remote Work- Edgewood, NY (14 miles from Medford, NY)
- 15 days ago
- Edgewood, NY (14 miles from Medford, NY)
- 15 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Merrill Experienced Financial Advisor
- Melville, NY (22 miles from Medford, NY)
- 18 days ago
- Melville, NY (22 miles from Medford, NY)
- 18 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Patchogue, NY (7 miles from Medford, NY)
- 30+ days ago
- Patchogue, NY (7 miles from Medford, NY)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Holtsville, NY (3 miles from Medford, NY)
- 45+ days ago
- Holtsville, NY (3 miles from Medford, NY)
- 45+ 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...
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (9 miles from Medford, NY)
- 45+ days ago
- Port Jefferson, NY (9 miles from Medford, NY)
- 45+ 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...
Personal Banker- Huntington Station
- Huntington Station, NY (20 miles from Medford, NY)
- 45+ days ago
- Huntington Station, NY (20 miles from Medford, NY)
- 45+ 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....
- Hauppauge, NY (10 miles from Medford, NY)
- 60+ days ago
- Hauppauge, NY (10 miles from Medford, NY)
- 60+ 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....
Merrill Market Client Relationship Manager
- Melville, NY (22 miles from Medford, NY)
- 90+ days ago
- Melville, NY (22 miles from Medford, NY)
- 90+ 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...
- Hauppauge, NY (10 miles from Medford, NY)
- 90+ days ago
- Hauppauge, NY (10 miles from Medford, NY)
- 90+ days ago
can successfully obtain a notary commission in the state where you work within six months of starting in the role required Banking products, cross-selling, member onboarding, new account openings, retail...
Demographic Data for Medford, NY
Moving to Medford, NY? Find some basic demographic data about Medford, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Medford, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Medford, 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
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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