Personal Banker Jobs in Mount Kisco, 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.
Licensed Private Client Banker
- Ossining, NY (6 miles from Mount Kisco, NY)
- 11 hours ago
- Ossining, NY (6 miles from Mount Kisco, NY)
- 11 hours ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - Ardsley, NY
- Ardsley, NY (14 miles from Mount Kisco, NY)
- 1 day ago
- Ardsley, NY (14 miles from Mount Kisco, 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...
Private Client Banker - Vernon Hills - Scarsdale, NY
- Scarsdale, NY (13 miles from Mount Kisco, NY)
- 2 days ago
- Scarsdale, NY (13 miles from Mount Kisco, NY)
- 2 days ago
JobID: 210638995 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T23:04:11+00:00 JobShift: Day Base Pay/Salary: Scarsdale,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual Getty Square
- Yonkers, NY (19 miles from Mount Kisco, NY)
- 2 days ago
- Yonkers, NY (19 miles from Mount Kisco, NY)
- 2 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....
- Pleasantville, NY (6 miles from Mount Kisco, NY)
- 5 days ago
- Pleasantville, NY (6 miles from Mount Kisco, NY)
- 5 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....
25879100 Personal Banker - Armonk Branch
- Armonk, NY (5 miles from Mount Kisco, NY)
- 5 days ago
- Armonk, NY (5 miles from Mount Kisco, 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....
- Katonah, NY (4 miles from Mount Kisco, NY)
- 7 days ago
- Katonah, NY (4 miles from Mount Kisco, 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....
- Hillsdale, NJ (21 miles from Mount Kisco, NY)
- 8 days ago
- Hillsdale, NJ (21 miles from Mount Kisco, NY)
- 8 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....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (13 miles from Mount Kisco, NY)
- 8 days ago
- Stamford, CT (13 miles from Mount Kisco, NY)
- 8 days 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...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (13 miles from Mount Kisco, NY)
- 9 days ago
- Stamford, CT (13 miles from Mount Kisco, NY)
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (19 miles from Mount Kisco, NY)
- 9 days ago
- Westwood, NJ (19 miles from Mount Kisco, NY)
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Oradell, NJ (23 miles from Mount Kisco, NY)
- 11 days ago
- Oradell, NJ (23 miles from Mount Kisco, NY)
- 11 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....
Personal Banker II - Darien - Full Time
- Darien, CT (14 miles from Mount Kisco, NY)
- 11 days ago
- Darien, CT (14 miles from Mount Kisco, NY)
- 11 days ago
Banker job family....
- Brewster, NY (16 miles from Mount Kisco, NY)
- 11 days ago
- Brewster, NY (16 miles from Mount Kisco, NY)
- 11 days ago
Job Order Number: DG0152635 Job Title: Senior Director, Respiratory HCP Marketing Lead Company: Regeneron Pharmaceuticals Location: Sleepy Hollow, NY Salary: Education: Information Not Provided...
- West Haverstraw, NY (12 miles from Mount Kisco, NY)
- 12 days ago
- West Haverstraw, NY (12 miles from Mount Kisco, NY)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Mount Kisco, NY
Moving to Mount Kisco, NY? Find some basic demographic data about Mount Kisco, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mount Kisco, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mount Kisco, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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