Personal Banker Jobs in Melville, 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.
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (21 miles from Melville, NY)
- 5 hours ago
- Greenwich, CT (21 miles from Melville, NY)
- 5 hours ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
- Garden City, NY (12 miles from Melville, NY)
- 11 hours ago
- Garden City, NY (12 miles from Melville, NY)
- 11 hours ago
Must be a subject matter expert on Valley Consumer Lending Programs with a depth of knowledge and awareness of Valley's referral partners and solutions....
Private Client Banker - Fort Salonga, NY
- Fort Salonga, NY (9 miles from Melville, NY)
- 1 day ago
- Fort Salonga, NY (9 miles from Melville, 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 - B10 - BRENTWOOD
- Brentwood, NY (7 miles from Melville, NY)
- 3 days ago
- Brentwood, NY (7 miles from Melville, 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....
Personal Banker Southern Connecticut
- Darien, CT (20 miles from Melville, NY)
- 4 days ago
- Darien, CT (20 miles from Melville, NY)
- 4 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....
- Oyster Bay, NY (8 miles from Melville, NY)
- 4 days ago
- Oyster Bay, NY (8 miles from Melville, NY)
- 4 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....
- Brentwood, NY (7 miles from Melville, NY)
- 4 days ago
- Brentwood, NY (7 miles from Melville, NY)
- 4 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 Associate I - Mt Vernon
- Mount Vernon, NY (23 miles from Melville, NY)
- 5 days ago
- Mount Vernon, NY (23 miles from Melville, NY)
- 5 days ago
Banker job family....
- Greenwich, CT (21 miles from Melville, NY)
- 5 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 5 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
- Hicksville, NY (6 miles from Melville, NY)
- 8 days ago
- Hicksville, NY (6 miles from Melville, NY)
- 8 days ago
selling of new and existing Retail banking relationships....
Financial Advisor-Fairfield County/Greenwich, CT.
- Greenwich, CT (21 miles from Melville, NY)
- 10 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 10 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker SAFE Act -Garden City Park Branch
- Garden City Park, NY (14 miles from Melville, NY)
- 10 days ago
- Garden City Park, NY (14 miles from Melville, NY)
- 10 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 at Woodbury Village
- Woodbury, NY (4 miles from Melville, NY)
- 11 days ago
- Woodbury, NY (4 miles from Melville, NY)
- 11 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....
Retail Personal Banker ll - Harrison BM (Harrison, OH)
- Harrison, NY (21 miles from Melville, NY)
- 11 days ago
- Harrison, NY (21 miles from Melville, NY)
- 11 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker SAFE Act - Elmhurst Branch
- Elmhurst, NY (24 miles from Melville, NY)
- 13 days ago
- Elmhurst, NY (24 miles from Melville, NY)
- 13 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....
Demographic Data for Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Melville, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Melville, 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
- Consultative Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Math
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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