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.
- Lyndhurst, NJ (16 miles from Mount Vernon, NY)
- 3 hours ago
- Lyndhurst, NJ (16 miles from Mount Vernon, NY)
- 3 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...
- Hoboken, NJ (15 miles from Mount Vernon, NY)
- 8 hours ago
- Hoboken, NJ (15 miles from Mount Vernon, NY)
- 8 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth
- New York, NY (13 miles from Mount Vernon, NY)
- 16 hours ago
- New York, NY (13 miles from Mount Vernon, NY)
- 16 hours ago
Basic information Job Name: Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth Location: Remote Line of Business: Investor Relations Job Function:...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (23 miles from Mount Vernon, NY)
- 20 hours ago
- Melville, NY (23 miles from Mount Vernon, NY)
- 20 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Private Client Banker - The Plaza - Teaneck, NJ
- Teaneck, NJ (9 miles from Mount Vernon, NY)
- 21 hours ago
- Teaneck, NJ (9 miles from Mount Vernon, NY)
- 21 hours ago
JobID: 210626747 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T16:18:48+00:00 JobShift: Base Pay/Salary: Teaneck,NJ $25.00-$32.69 You have a passion for taking...
- West Caldwell, NJ (23 miles from Mount Vernon, NY)
- 1 day ago
- West Caldwell, NJ (23 miles from Mount Vernon, NY)
- 1 day 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 Upper Manhattan
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
- New York, NY (13 miles from Mount Vernon, 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 - Career Change Opportunity
- Plainview, NY (20 miles from Mount Vernon, NY)
- 1 day ago
- Plainview, NY (20 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...
- Plainview, NY (20 miles from Mount Vernon, NY)
- 1 day ago
- Plainview, NY (20 miles from Mount Vernon, NY)
- 1 day ago
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. Join a financial services firm where your contributions...
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
We're seeking an experienced and relationship-driven Client Relationship Manager to join our team. As a key member of our client services department, you'll be responsible for building and...
Personal Banker Associate I - Mt....
Private Client Banker - Rockville Centre, NY
- Rockville Centre, NY (19 miles from Mount Vernon, NY)
- 1 day ago
- Rockville Centre, NY (19 miles from Mount Vernon, 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...
Bilingual Spanish Personal Banker
- Hackensack, NJ (11 miles from Mount Vernon, NY)
- 1 day ago
- Hackensack, NJ (11 miles from Mount Vernon, NY)
- 1 day ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Hackensack, NJ. Bilingual Fluency in both English and Spanish is required....
Personal Banker SAFE Act - South Ozone Park Branch
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day ago
- New York, NY (13 miles from Mount Vernon, NY)
- 1 day 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....
- Tenafly, NJ (6 miles from Mount Vernon, NY)
- 2 days ago
- Tenafly, NJ (6 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....
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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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