Personal Banker Jobs in New Rochelle, 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 - Paid Training Provided
- Fresh Meadows, NY (12 miles from New Rochelle, NY)
- 1 day ago
- Fresh Meadows, NY (12 miles from New Rochelle, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Ramsey, NJ (21 miles from New Rochelle, NY)
- 3 hours ago
- Ramsey, NJ (21 miles from New Rochelle, 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...
- Melville, NY (21 miles from New Rochelle, NY)
- 8 hours ago
- Melville, NY (21 miles from New Rochelle, NY)
- 8 hours ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker SAFE Act - 18th Avenue Branch
- Brooklyn, NY (18 miles from New Rochelle, NY)
- 8 hours ago
- Brooklyn, NY (18 miles from New Rochelle, NY)
- 8 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....
- Hoboken, NJ (17 miles from New Rochelle, NY)
- 17 hours ago
- Hoboken, NJ (17 miles from New Rochelle, NY)
- 17 hours ago
to complete the company sponsored required FINRA licenses and registrations and enter PEP S table Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth...
Personal Banker - Twp of Washington, NJ
- Township of Washington, NJ (15 miles from New Rochelle, NY)
- 18 hours ago
- Township of Washington, NJ (15 miles from New Rochelle, NY)
- 18 hours ago
Back Personal Banker #25-334 Twp of Washington, New Jersey, United States Apply Apply for this job now!...
Bilingual Korean Personal Banker
- Leonia, NJ (11 miles from New Rochelle, NY)
- 19 hours ago
- Leonia, NJ (11 miles from New Rochelle, NY)
- 19 hours ago
As a FT Branch Banker within PNC's Bergen Region Retail Banking organization, you will be based in Leonia, NJ. Bilingual Fluency in both English and Korean is required....
Personal Banker Englewood Branch
- Englewood, NJ (10 miles from New Rochelle, NY)
- 19 hours ago
- Englewood, NJ (10 miles from New Rochelle, NY)
- 19 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....
- Bronx, NY (9 miles from New Rochelle, NY)
- 21 hours ago
- Bronx, NY (9 miles from New Rochelle, NY)
- 21 hours ago
OceanFirst Bank is seeking a new Personal Banker at our Woodlawn, NY branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
Client Relationship Manager - Insurance
- Jersey City, NJ (20 miles from New Rochelle, NY)
- 22 hours ago
- Jersey City, NJ (20 miles from New Rochelle, NY)
- 22 hours ago
Client Relationship Manager About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our...
Personal Banker - Belleville - Full-time
- Belleville, NJ (21 miles from New Rochelle, NY)
- 22 hours ago
- Belleville, NJ (21 miles from New Rochelle, NY)
- 22 hours ago
office conditions in a retail-banking establishment....
Private Client Banker - Fifth Ave and 27th - New York, NY
- New York, NY (15 miles from New Rochelle, NY)
- 22 hours ago
- New York, NY (15 miles from New Rochelle, NY)
- 22 hours ago
JobID: 210622370 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-01T13:00:40+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Merrill Team Financial Advisor
- New York, NY (15 miles from New Rochelle, NY)
- 1 day ago
- New York, NY (15 miles from New Rochelle, NY)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Bergenfield, NJ (11 miles from New Rochelle, NY)
- 1 day ago
- Bergenfield, NJ (11 miles from New Rochelle, NY)
- 1 day ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Bergenfield, NJ....
Personal Banker - Safe Act - Mandarin or Cantonese speaking preferred - Syosset Branch
- Syosset, NY (15 miles from New Rochelle, NY)
- 1 day ago
- Syosset, NY (15 miles from New Rochelle, 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....
Demographic Data for New Rochelle, NY
Moving to New Rochelle, NY? Find some basic demographic data about New Rochelle, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Rochelle, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Rochelle, 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
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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