Personal Banker Jobs in New York City, 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.
- Florham Park, NJ (21 miles from New York City, NY)
- 1 day ago
- Florham Park, NJ (21 miles from New York City, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- New York, NY (2 miles from New York City, NY)
- moments ago
- New York, NY (2 miles from New York City, NY)
- moments ago
Are 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 based on your personal...
Personal Banker Korean Speaking
- Fort Lee, NJ (9 miles from New York City, NY)
- moments ago
- Fort Lee, NJ (9 miles from New York City, NY)
- moments ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Fort Lee, NJ Job Description Acquires and deepens the branch customer base through a variety of proactive sales and...
Private Client Banker - Englewood, NJ - NJ Paramus Market
- Englewood, NJ (12 miles from New York City, NY)
- 5 hours ago
- Englewood, NJ (12 miles from New York City, NY)
- 5 hours 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...
- Maplewood, NJ (13 miles from New York City, NY)
- 18 hours ago
- Maplewood, NJ (13 miles from New York City, NY)
- 18 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...
Personal Banker at Brooklyn Court
- Brooklyn, NY (1 mile from New York City, NY)
- 1 day ago
- Brooklyn, NY (1 mile from New York City, 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....
- Garden City, NY (19 miles from New York City, NY)
- 1 day ago
- Garden City, NY (19 miles from New York City, NY)
- 1 day ago
Must be a subject matter expert on Valley Consumer Lending Programs with a depth of knowledge and awareness of Valley's referral partners and solutions....
- Hasbrouck Heights, NJ (10 miles from New York City, NY)
- 1 day ago
- Hasbrouck Heights, NJ (10 miles from New York City, 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....
- Northvale, NJ (20 miles from New York City, NY)
- 1 day ago
- Northvale, NJ (20 miles from New York City, NY)
- 1 day ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Northvale, NJ....
Private Client Banker - Madison Waverly Branch - NJ Morris County Market
- Madison, NJ (21 miles from New York City, NY)
- 2 days ago
- Madison, NJ (21 miles from New York City, NY)
- 2 days 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...
Seasonal Personal Banker - New York, NY
- New York, NY (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, NY)
- 3 days ago
Seasonal Personal Banker - York, NY Valley National Bank $16.50 - $25.24 / hour paid time off United States, York, York 71 West 47th Street (Show on map) Jul 31, 2025 Back Seasonal Personal Banker #25...
Private Client Banker - Broadway and 96th St. - New York, NY
- New York, NY (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, NY)
- 3 days ago
JobID: 210652395 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-08-01T20:17:28+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Third Ave and 51st St. - New York, NY
- New York, NY (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, NY)
- 3 days ago
JobID: 210652807 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-08-01T20:16:30+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Private Client Banker - Chase Plaza - New York, NY
- New York, NY (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, NY)
- 3 days ago
JobID: 210652922 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-08-01T20:11:48+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Financial Advisor - Career Change Opportunity - Full-time
- Montclair, NJ (12 miles from New York City, NY)
- 4 days ago
- Montclair, NJ (12 miles from New York City, NY)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 17-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demographic Data for New York City, NY
Moving to New York City, NY? Find some basic demographic data about New York City, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New York City, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New York City, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- Business Planning
- Personal Banker
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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