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.
Financial Advisor - Career Change Opportunity
- Englewood Cliffs, NJ (16 miles from New Hyde Park, NY)
- 3 hours ago
- Englewood Cliffs, NJ (16 miles from New Hyde Park, NY)
- 3 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Associate I (Okeechobee)
- 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
Banker job family....
Personal Banker - Castle Hill Branch - Bilingual Spanish Speaking Preferred
- Bronx, NY (13 miles from New Hyde Park, NY)
- 4 hours ago
- Bronx, NY (13 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....
- New York, NY (16 miles from New Hyde Park, NY)
- 6 hours ago
- New York, NY (16 miles from New Hyde Park, NY)
- 6 hours ago
Mutual of America Financial Group Job Title: Client Relationship Manager 3 Location: New York, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they...
Financial Advisor-New York City, NY
- New York, NY (16 miles from New Hyde Park, NY)
- 9 hours ago
- New York, NY (16 miles from New Hyde Park, NY)
- 9 hours ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Greenwich, CT (20 miles from New Hyde Park, NY)
- 9 hours ago
- Greenwich, CT (20 miles from New Hyde Park, NY)
- 9 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....
Health Solutions Client Relationship Manager
- New York, NY (16 miles from New Hyde Park, NY)
- 10 hours ago
- New York, NY (16 miles from New Hyde Park, NY)
- 10 hours ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- New York, NY (16 miles from New Hyde Park, NY)
- 10 hours ago
- New York, NY (16 miles from New Hyde Park, NY)
- 10 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Private Client Relationship Manager
- Bronx, NY (13 miles from New Hyde Park, NY)
- 11 hours ago
- Bronx, NY (13 miles from New Hyde Park, NY)
- 11 hours ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- Englewood Cliffs, NJ (16 miles from New Hyde Park, NY)
- 1 day ago
- Englewood Cliffs, NJ (16 miles from New Hyde Park, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (20 miles from New Hyde Park, NY)
- 1 day ago
- Jersey City, NJ (20 miles from New Hyde Park, NY)
- 1 day ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Remote WorkPersonal Banker SAFE Act - Broadway & 56th Street Branch
- 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....
Personal Banker Bilingual Spanish Bayonne
- Bayonne, NJ (22 miles from New Hyde Park, NY)
- 1 day ago
- Bayonne, NJ (22 miles from New Hyde Park, 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....
Private Client Banker - Broadway and Fulton 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
JobID: 210634368 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-09T15:20:37+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Brooklyn, NY (16 miles from New Hyde Park, NY)
- 1 day ago
- Brooklyn, NY (16 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....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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