Personal Banker Jobs in Mount Vernon, 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
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day 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...
Lyric HCM Client Service Consultant III
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
ADP is hiring a **NAS HCM Consultant III.** + Are you interested in joining a dynamic business supporting our largest clients? + Are you ready to be part of a team offering advancement...
- Brooklyn, NY (16 miles from Mount Vernon, NY)
- 2 days ago
- Brooklyn, NY (16 miles from Mount Vernon, 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....
- Nutley, NJ (17 miles from Mount Vernon, NY)
- 2 days ago
- Nutley, NJ (17 miles from Mount Vernon, NY)
- 2 days ago
As a Branch Banker within PNC's Parkway Region Retail Banking organization, you will be based in Nutley, NJ....
Client Relationship Manager - NY, CT, NJ
- Greenwich, CT (14 miles from Mount Vernon, NY)
- 3 days ago
- Greenwich, CT (14 miles from Mount Vernon, NY)
- 3 days ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker - Hoboken Branch
- Hoboken, NJ (15 miles from Mount Vernon, NY)
- 3 days ago
- Hoboken, NJ (15 miles from Mount Vernon, NY)
- 3 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 Banker SAFE Act - Forest Hills Branch
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 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 Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 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....
Private Client Banker - FIT Seventh Ave - New York, NY
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
JobID: 210643517 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:25:54+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Columbus Circle - New York, NY
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
JobID: 210643513 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:24:34+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Broadway and 96th St. - New York, NY
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
JobID: 210645086 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:32:09+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Madison Square Garden - New York, NY
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
- New York, NY (13 miles from Mount Vernon, NY)
- 3 days ago
JobID: 210642840 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T11:17:32+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (9 miles from Mount Vernon, NY)
- 4 days ago
- White Plains, NY (9 miles from Mount Vernon, NY)
- 4 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....
- Newark, NJ (21 miles from Mount Vernon, NY)
- 4 days ago
- Newark, NJ (21 miles from Mount Vernon, NY)
- 4 days ago
Banker job family....
Personal Banker - Ridgewood, NJ
- Ridgewood, NJ (15 miles from Mount Vernon, NY)
- 5 days ago
- Ridgewood, NJ (15 miles from Mount Vernon, NY)
- 5 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.- Detail oriented, strong organizational...
Demographic Data for Mount Vernon, NY
Moving to Mount Vernon, NY? Find some basic demographic data about Mount Vernon, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mount Vernon, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mount Vernon, 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
- 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
- Commercial Banking
- BSA
- 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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