Personal Banker Jobs in New Hyde Park, 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.
Personal Banker SAFE Act - Madison/42nd Branch
- New York, NY (16 miles from New Hyde Park, NY)
- 4 hours ago
- New York, NY (16 miles from New Hyde Park, NY)
- 4 hours 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 Financial Advisor - Queens, NY
- Rego Park, NY (9 miles from New Hyde Park, NY)
- 1 day ago
- Rego Park, NY (9 miles from New Hyde Park, NY)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Sr. Client Relationship Manager (Hybrid)
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
Return to selected search result Sr. Client Relationship Manager (Hybrid) Apply locations Edgewood, NY El Dorado Hills, CA time type Full time posted on Posted Today job requisition id JR1075234...
Remote WorkPersonal Banker SAFE Act - Manhattan Square Area
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
- New York, NY (16 miles from New Hyde Park, 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....
Roving Personal Banker Long Island
- Great Neck, NY (2 miles from New Hyde Park, NY)
- 1 day ago
- Great Neck, NY (2 miles from New Hyde Park, NY)
- 1 day 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....
Private Client Financial Advisor - Queens, NY
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Banker - Broadway and 79th St. - New York, NY
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
- New York, NY (16 miles from New Hyde Park, NY)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- New Milford, NJ (21 miles from New Hyde Park, NY)
- 1 day ago
- New Milford, NJ (21 miles from New Hyde Park, 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...
- Hackensack, NJ (21 miles from New Hyde Park, NY)
- 1 day ago
- Hackensack, NJ (21 miles from New Hyde Park, 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....
Private Client Banker - East Norwich, NY
- East Norwich, NY (9 miles from New Hyde Park, NY)
- 2 days ago
- East Norwich, NY (9 miles from New Hyde Park, NY)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Sr. Client Relationship Manager (Hybrid)
- Edgewood, NY (22 miles from New Hyde Park, NY)
- 2 days ago
- Edgewood, NY (22 miles from New Hyde Park, NY)
- 2 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Private Client Financial Advisor - Queens, NY
- Forest Hills, NY (8 miles from New Hyde Park, NY)
- 2 days ago
- Forest Hills, NY (8 miles from New Hyde Park, NY)
- 2 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Financial Advisor - Borough Park/Brooklyn, NY
- Brooklyn, NY (16 miles from New Hyde Park, NY)
- 6 days ago
- Brooklyn, NY (16 miles from New Hyde Park, NY)
- 6 days ago
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- White Plains, NY (20 miles from New Hyde Park, NY)
- 6 days ago
- White Plains, NY (20 miles from New Hyde Park, NY)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker SAFE Act - ALBERTSON
- Albertson, NY (2 miles from New Hyde Park, NY)
- 7 days ago
- Albertson, NY (2 miles from New Hyde Park, 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....
Demographic Data for New Hyde Park, NY
Moving to New Hyde Park, NY? Find some basic demographic data about New Hyde Park, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Hyde Park, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Hyde Park, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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