Personal Banker Jobs in Nanuet, 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.
Merrill Team Financial Advisor
- Paramus, NJ (10 miles from Nanuet, NY)
- 10 hours ago
- Paramus, NJ (10 miles from Nanuet, NY)
- 10 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Roving Personal Banker Hudson County District
- Kearny, NJ (24 miles from Nanuet, NY)
- 15 hours ago
- Kearny, NJ (24 miles from Nanuet, NY)
- 15 hours ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor (R25_0000000072)
- Saddle Brook, NJ (13 miles from Nanuet, NY)
- 15 hours ago
- Saddle Brook, NJ (13 miles from Nanuet, NY)
- 15 hours ago
Full Job DescriptionAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...
- Closter, NJ (8 miles from Nanuet, NY)
- 18 hours ago
- Closter, NJ (8 miles from Nanuet, NY)
- 18 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....
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Personal Banker- Bergen Rockland District
- Park Ridge, NJ (4 miles from Nanuet, NY)
- 18 hours ago
- Park Ridge, NJ (4 miles from Nanuet, NY)
- 18 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....
- Hackensack, NJ (14 miles from Nanuet, NY)
- 1 day ago
- Hackensack, NJ (14 miles from Nanuet, NY)
- 1 day 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 Financial Advisor - Westwood, MA
- Westwood, NJ (5 miles from Nanuet, NY)
- 1 day ago
- Westwood, NJ (5 miles from Nanuet, NY)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Entry Level - Financial Advisor - NJ, Saddle Brook (5007)
- Saddle Brook, NJ (13 miles from Nanuet, NY)
- 1 day ago
- Saddle Brook, NJ (13 miles from Nanuet, NY)
- 1 day ago
Equitable Advisors supports you with biweekly stable pay for up to your first months as a financial professional, empowering you to establish your career in wealth management....
Personal Banker SAFE Act - Manhattan Midtown Area - Onsite
- New York, NY (23 miles from Nanuet, NY)
- 1 day ago
- New York, NY (23 miles from Nanuet, 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....
Personal Banker - Closter Branch
- Closter, NJ (8 miles from Nanuet, NY)
- 1 day ago
- Closter, NJ (8 miles from Nanuet, 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-White Plains, NY
- Bronx, NY (19 miles from Nanuet, NY)
- 1 day ago
- Bronx, NY (19 miles from Nanuet, NY)
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Private Client Financial Advisor - Canal Street (Manhattan)
- New York, NY (23 miles from Nanuet, NY)
- 2 days ago
- New York, NY (23 miles from Nanuet, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Englewood, NJ (14 miles from Nanuet, NY)
- 2 days ago
- Englewood, NJ (14 miles from Nanuet, 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....
Personal Banker Morristown, Parsippany and Boonton Branches
- Boonton, NJ (24 miles from Nanuet, NY)
- 2 days ago
- Boonton, NJ (24 miles from Nanuet, 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....
Private Client Banker - Grand Central Place - New York, NY
- New York, NY (23 miles from Nanuet, NY)
- 2 days ago
- New York, NY (23 miles from Nanuet, NY)
- 2 days ago
JobID: 210628306 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-19T17:41:17+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Demographic Data for Nanuet, NY
Moving to Nanuet, NY? Find some basic demographic data about Nanuet, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Nanuet, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Nanuet, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Anti-Money Laundering
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Business Development
- Listening
- Retail
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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