Personal Banker Jobs in Monroe, 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.
- Ho Ho Kus, NJ (22 miles from Monroe, NY)
- 2 hours ago
- Ho Ho Kus, NJ (22 miles from Monroe, NY)
- 2 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...
Private Client Banker- Somerset, NJ
- Franklin, NJ (24 miles from Monroe, NY)
- 15 hours ago
- Franklin, NJ (24 miles from Monroe, NY)
- 15 hours ago
Private Client Banker- Somerset, NJ Somerset, NJ, United States JOB INFORMATION Job Identification 210618286 Job Category Private Client Bankers Business Unit Consumer & Community Banking Posting...
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (24 miles from Monroe, NY)
- 3 days ago
- Chappaqua, NY (24 miles from Monroe, NY)
- 3 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (23 miles from Monroe, NY)
- 5 days ago
- Ridgewood, NJ (23 miles from Monroe, NY)
- 5 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Personal Banker II - Elliott Drive
- Middletown, NY (17 miles from Monroe, NY)
- 7 days ago
- Middletown, NY (17 miles from Monroe, NY)
- 7 days ago
Banker job family....
- West Point, NY (13 miles from Monroe, NY)
- 7 days ago
- West Point, NY (13 miles from Monroe, NY)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker - Ossining Branch
- Ossining, NY (21 miles from Monroe, NY)
- 7 days ago
- Ossining, NY (21 miles from Monroe, 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....
- Ossining, NY (21 miles from Monroe, NY)
- 10 days ago
- Ossining, NY (21 miles from Monroe, NY)
- 10 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....
- Waldwick, NJ (21 miles from Monroe, NY)
- 10 days ago
- Waldwick, NJ (21 miles from Monroe, NY)
- 10 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....
- Montvale, NJ (20 miles from Monroe, NY)
- 10 days ago
- Montvale, NJ (20 miles from Monroe, NY)
- 10 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....
Financial Advisor (Orange County Branches)
- Montgomery, NY (14 miles from Monroe, NY)
- 13 days ago
- Montgomery, NY (14 miles from Monroe, NY)
- 13 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Customer Relationship Manager L1
- Newburgh, NY (17 miles from Monroe, NY)
- 16 days ago
- Newburgh, NY (17 miles from Monroe, NY)
- 16 days ago
Requisition Number: 198581 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
- Nanuet, NY (18 miles from Monroe, NY)
- 22 days ago
- Nanuet, NY (18 miles from Monroe, NY)
- 22 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Spring Valley
- Spring Valley, NY (16 miles from Monroe, NY)
- 23 days ago
- Spring Valley, NY (16 miles from Monroe, NY)
- 23 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (23 miles from Monroe, NY)
- 30+ days ago
- Westwood, NJ (23 miles from Monroe, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Monroe, NY
Moving to Monroe, NY? Find some basic demographic data about Monroe, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monroe, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monroe, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- 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 »