Personal Banker Jobs in Pearl River, 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.
- Hackensack, NJ (12 miles from Pearl River, NY)
- 7 hours ago
- Hackensack, NJ (12 miles from Pearl River, NY)
- 7 hours ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Private Client Financial Advisor - Midtown NYC
- New York, NY (21 miles from Pearl River, NY)
- 21 hours ago
- New York, NY (21 miles from Pearl River, NY)
- 21 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Pequannock, NJ (16 miles from Pearl River, NY)
- 2 days ago
- Pequannock, NJ (16 miles from Pearl River, NY)
- 2 days ago
As a Full Time Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Pompton Plains, NJ....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- West Milford, NJ (19 miles from Pearl River, NY)
- 2 days ago
- West Milford, NJ (19 miles from Pearl River, NY)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Senior Personal Banker - Newfoundland (Full-time), S/G 260
- Newfoundland, NJ (22 miles from Pearl River, NY)
- 2 days ago
- Newfoundland, NJ (22 miles from Pearl River, NY)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Leonia, NJ (13 miles from Pearl River, NY)
- 3 days ago
- Leonia, NJ (13 miles from Pearl River, NY)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (14 miles from Pearl River, NY)
- 3 days ago
- Clifton, NJ (14 miles from Pearl River, NY)
- 3 days ago
Senior Personal Banker - Clifton, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Clifton Jun 26, 2025 Back Senior Personal Banker #25-143 Clifton, Jersey, United States...
Institutional Banking Consultant
- Bogota, NJ (12 miles from Pearl River, NY)
- 3 days ago
- Bogota, NJ (12 miles from Pearl River, NY)
- 3 days ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
Financial Advisor - Auburndale, NY
- Flushing, NY (23 miles from Pearl River, NY)
- 3 days ago
- Flushing, NY (23 miles from Pearl River, NY)
- 3 days ago
management business development techniques, products, services and overall industry....
Personal Banker - New York, NY
- New York, NY (21 miles from Pearl River, NY)
- 3 days ago
- New York, NY (21 miles from Pearl River, NY)
- 3 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker - Queens West Area
- New York, NY (21 miles from Pearl River, NY)
- 4 days ago
- New York, NY (21 miles from Pearl River, NY)
- 4 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....
Private Client Banker - Carnegie Hall - New York, NY
- New York, NY (21 miles from Pearl River, NY)
- 4 days ago
- New York, NY (21 miles from Pearl River, NY)
- 4 days ago
JobID: 210639794 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-25T16:45:19+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$32.69 You have a passion for...
Personal Banker SAFE Act - Chelsea Branch
- New York, NY (21 miles from Pearl River, NY)
- 5 days ago
- New York, NY (21 miles from Pearl River, NY)
- 5 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....
Licensed Private Client Banker
- Ossining, NY (12 miles from Pearl River, NY)
- 5 days ago
- Ossining, NY (12 miles from Pearl River, NY)
- 5 days ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - Ardsley, NY
- Ardsley, NY (9 miles from Pearl River, NY)
- 6 days ago
- Ardsley, NY (9 miles from Pearl River, NY)
- 6 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...
Demographic Data for Pearl River, NY
Moving to Pearl River, NY? Find some basic demographic data about Pearl River, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pearl River, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pearl River, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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