Personal Banker Jobs in Mineola, 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.
- New York, NY (18 miles from Mineola, NY)
- 2 hours ago
- New York, NY (18 miles from Mineola, NY)
- 2 hours ago
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and...
- Hackensack, NJ (23 miles from Mineola, NY)
- 8 hours ago
- Hackensack, NJ (23 miles from Mineola, NY)
- 8 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...
Personal Banker SAFE Act - Full-time - Manhasset Branch
- Manhasset, NY (4 miles from Mineola, NY)
- 13 hours ago
- Manhasset, NY (4 miles from Mineola, NY)
- 13 hours 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....
- Closter, NJ (23 miles from Mineola, NY)
- 13 hours ago
- Closter, NJ (23 miles from Mineola, NY)
- 13 hours ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Closter, NJ....
Financial Advisor - Hicksville, NY
- Melville, NY (12 miles from Mineola, NY)
- 22 hours ago
- Melville, NY (12 miles from Mineola, NY)
- 22 hours ago
management business development techniques, products, services and overall industry....
Homefront Heroes Hiring Personal Banker Southern Westchester
- White Plains, NY (20 miles from Mineola, NY)
- 22 hours ago
- White Plains, NY (20 miles from Mineola, NY)
- 22 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....
Boots to Banking Personal Banker Southern Westchester
- Mamaroneck, NY (15 miles from Mineola, NY)
- 23 hours ago
- Mamaroneck, NY (15 miles from Mineola, NY)
- 23 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....
Private Client Banker - Queens Village, NY
- Queens Village, NY (5 miles from Mineola, NY)
- 23 hours ago
- Queens Village, NY (5 miles from Mineola, NY)
- 23 hours 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 Upper Manhattan
- New York, NY (18 miles from Mineola, NY)
- 1 day ago
- New York, NY (18 miles from Mineola, 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....
Financial Advisor, Truist Investment Services, New York, NY
- New York, NY (18 miles from Mineola, NY)
- 2 days ago
- New York, NY (18 miles from Mineola, NY)
- 2 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Personal Banker SAFE Act - Bilingual English/Spanish Preferred - Washington Heights Branch
- New York, NY (18 miles from Mineola, NY)
- 2 days ago
- New York, NY (18 miles from Mineola, NY)
- 2 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....
Client Relationship Manager - Commercial Property Underwriting Solutions
- Jersey City, NJ (22 miles from Mineola, NY)
- 2 days ago
- Jersey City, NJ (22 miles from Mineola, NY)
- 2 days ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Client Relationship Manager (Hybrid)
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
Client Relationship Manager (Hybrid) page is loaded Client Relationship Manager (Hybrid) locations Edgewood, NY El Dorado Hills, CA time type Full time posted on Posted 2 Days Ago job requisition...
Remote WorkClient Relationship Manager (Hybrid)
- Edgewood, NY (20 miles from Mineola, NY)
- 5 days ago
- Edgewood, NY (20 miles from Mineola, NY)
- 5 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 WorkPersonal Banker SAFE Act - Utica & Clarkson Branch
- New York, NY (18 miles from Mineola, NY)
- 5 days ago
- New York, NY (18 miles from Mineola, NY)
- 5 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 Mineola, NY
Moving to Mineola, NY? Find some basic demographic data about Mineola, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mineola, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mineola, 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
- Certified Financial Planner
- 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
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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