Personal Banker Jobs in Middle Village, 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
- Upper Montclair, NJ (18 miles from Middle Village, NY)
- 1 day ago
- Upper Montclair, NJ (18 miles from Middle Village, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-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 Middle Village, NY)
- 6 days ago
- Fresh Meadows, NY (4 miles from Middle Village, NY)
- 6 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...
Merrill Market Client Relationship Manager
- New York, NY (6 miles from Middle Village, NY)
- 6 hours ago
- New York, NY (6 miles from Middle Village, NY)
- 6 hours ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
Bilingual Spanish Personal Banker at Port Washington
- Port Washington, NY (12 miles from Middle Village, NY)
- 13 hours ago
- Port Washington, NY (12 miles from Middle Village, NY)
- 13 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....
- Syosset, NY (21 miles from Middle Village, NY)
- 13 hours ago
- Syosset, NY (21 miles from Middle Village, NY)
- 13 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....
- Clifton, NJ (17 miles from Middle Village, NY)
- 21 hours ago
- Clifton, NJ (17 miles from Middle Village, NY)
- 21 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Belleville, NJ (15 miles from Middle Village, NY)
- 21 hours ago
- Belleville, NJ (15 miles from Middle Village, NY)
- 21 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Saddle Brook, NJ (17 miles from Middle Village, NY)
- 1 day ago
- Saddle Brook, NJ (17 miles from Middle Village, NY)
- 1 day 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...
- New York, NY (6 miles from Middle Village, NY)
- 1 day ago
- New York, NY (6 miles from Middle Village, NY)
- 1 day ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- New York, NY (6 miles from Middle Village, NY)
- 1 day ago
- New York, NY (6 miles from Middle Village, NY)
- 1 day ago
Prudential is now powered by LPL's industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition...
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Upper Montclair, NJ (18 miles from Middle Village, NY)
- 2 days ago
- Upper Montclair, NJ (18 miles from Middle Village, NY)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor: Wealth Management Track
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....
Financial Advisor Development Program
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
Financial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend...
Entry Level - Financial Advisor
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
- New York, NY (6 miles from Middle Village, NY)
- 2 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Demographic Data for Middle Village, NY
Moving to Middle Village, NY? Find some basic demographic data about Middle Village, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middle Village, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middle Village, 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
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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