Personal Banker Jobs in New York, 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
- Fresh Meadows, NY (10 miles from New York, NY)
- 5 hours ago
- Fresh Meadows, NY (10 miles from New York, NY)
- 5 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Job Overview** This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker at Park Slope 5th
- Brooklyn, NY (3 miles from New York, NY)
- 1 day ago
- Brooklyn, NY (3 miles from New York, 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....
JobID: 210634091 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-06T13:24:57+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Team Based Financial Advisor - Todd Financial
- Elmsford, NY (23 miles from New York, NY)
- 2 days ago
- Elmsford, NY (23 miles from New York, NY)
- 2 days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
Personal Banker - Bronx Branch - Bilingual Spanish Speaking Preferred
- New York, NY
- 2 days ago
- New York, NY
- 2 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....
Personal Banker - Jackson Heights Branch - Bilingual Spanish Speaking Preferred
- New York, NY
- 2 days ago
- New York, NY
- 2 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....
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- New York, NY
- 3 days ago
- New York, NY
- 3 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....
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Tarrytown, NY (24 miles from New York, NY)
- 3 days ago
- Tarrytown, NY (24 miles from New York, NY)
- 3 days ago
About this role: Wells Fargo is seeking a Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Bilingual Korean Personal Banker
- Leonia, NJ (7 miles from New York, NY)
- 3 days ago
- Leonia, NJ (7 miles from New York, NY)
- 3 days 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....
- Jericho, NY (23 miles from New York, NY)
- 3 days ago
- Jericho, NY (23 miles from New York, NY)
- 3 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee, De Vita &...
Personal Banker SAFE Act - Full-time - GARDEN CITY PARK
- Garden City Park, NY (16 miles from New York, NY)
- 3 days ago
- Garden City Park, NY (16 miles from New York, NY)
- 3 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....
Bilingual Spanish Personal Banker
- Newark, NJ (9 miles from New York, NY)
- 4 days ago
- Newark, NJ (9 miles from New York, NY)
- 4 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Demographic Data for New York, NY
Moving to New York, NY? Find some basic demographic data about New York, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New York, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New York, 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
- 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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