Personal Banker Jobs in Miller Place, 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
- Patchogue, NY (14 miles from Miller Place, NY)
- 2 days ago
- Patchogue, NY (14 miles from Miller Place, NY)
- 2 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...
Personal Banker - Montgomery County, PA
- Bridgeport, CT (19 miles from Miller Place, NY)
- 4 days ago
- Bridgeport, CT (19 miles from Miller Place, NY)
- 4 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor & Planner - Brokerage/Premier Accounts
- Fairfield, CT (22 miles from Miller Place, NY)
- 5 days ago
- Fairfield, CT (22 miles from Miller Place, NY)
- 5 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...
- Holtsville, NY (8 miles from Miller Place, NY)
- 6 days ago
- Holtsville, NY (8 miles from Miller Place, NY)
- 6 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...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (24 miles from Miller Place, NY)
- 6 days ago
- Melville, NY (24 miles from Miller Place, NY)
- 6 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker Westport Branch
- Westport, CT (23 miles from Miller Place, NY)
- 7 days ago
- Westport, CT (23 miles from Miller Place, NY)
- 7 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....
Private Client Relationship Manager
- Huntingtn Sta, NY (21 miles from Miller Place, NY)
- 10 days ago
- Huntingtn Sta, NY (21 miles from Miller Place, 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...
Private Client Relationship Manager
- Melville, NY (24 miles from Miller Place, NY)
- 11 days ago
- Melville, NY (24 miles from Miller Place, NY)
- 11 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...
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Melville, NY (24 miles from Miller Place, NY)
- 26 days ago
- Melville, NY (24 miles from Miller Place, NY)
- 26 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Riverhead, NY (17 miles from Miller Place, NY)
- 30+ days ago
- Riverhead, NY (17 miles from Miller Place, NY)
- 30+ 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 (10 miles from Miller Place, NY)
- 30+ days ago
- Holbrook, NY (10 miles from Miller Place, NY)
- 30+ 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 Financial Representative-CT
- Bridgeport, CT (19 miles from Miller Place, NY)
- 30+ days ago
- Bridgeport, CT (19 miles from Miller Place, NY)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Farmingville, NY
- Melville, NY (24 miles from Miller Place, NY)
- 30+ days ago
- Melville, NY (24 miles from Miller Place, NY)
- 30+ days ago
management business development techniques, products, services and overall industry....
Demographic Data for Miller Place, NY
Moving to Miller Place, NY? Find some basic demographic data about Miller Place, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Miller Place, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Miller Place, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »