Personal Banker Jobs in Peekskill, 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.
- White Plains, NY (19 miles from Peekskill, NY)
- 2 days ago
- White Plains, NY (19 miles from Peekskill, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Paramus 4 Branch, Bilingual Spanish Speaking Preferred
- Paramus, NJ (24 miles from Peekskill, NY)
- 3 days ago
- Paramus, NJ (24 miles from Peekskill, 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....
Roving Personal Banker Southern Connecticut
- Greenwich, CT (22 miles from Peekskill, NY)
- 3 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (10 miles from Peekskill, NY)
- 4 days ago
- Chappaqua, NY (10 miles from Peekskill, NY)
- 4 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Personal Banker Bilingual Rye brook
- Rye Brook, NY (22 miles from Peekskill, NY)
- 5 days ago
- Rye Brook, NY (22 miles from Peekskill, NY)
- 5 days 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....
Financial Advisor (Orange County Branches)
- Montgomery, NY (23 miles from Peekskill, NY)
- 7 days ago
- Montgomery, NY (23 miles from Peekskill, NY)
- 7 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker Hopewell Junction
- Hopewell Junction, NY (19 miles from Peekskill, NY)
- 7 days ago
- Hopewell Junction, NY (19 miles from Peekskill, NY)
- 7 days 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....
Bilingual Spanish Personal Banker
- Franklin Lakes, NJ (23 miles from Peekskill, NY)
- 11 days ago
- Franklin Lakes, NJ (23 miles from Peekskill, NY)
- 11 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
- Greenwich, CT (22 miles from Peekskill, NY)
- 15 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Mount Kisco, NY Private Client Banker - Mount Kisco, NY
- Mount Kisco, NY (12 miles from Peekskill, NY)
- 15 days ago
- Mount Kisco, NY (12 miles from Peekskill, NY)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (22 miles from Peekskill, NY)
- 18 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 18 days ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
Personal Banker Southern Connecticut
- Greenwich, CT (22 miles from Peekskill, NY)
- 22 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 22 days 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 - Heathcote - Scarsdale, NY - Full-time
- Scarsdale, NY (19 miles from Peekskill, NY)
- 23 days ago
- Scarsdale, NY (19 miles from Peekskill, NY)
- 23 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (24 miles from Peekskill, NY)
- 23 days ago
- Paramus, NJ (24 miles from Peekskill, NY)
- 23 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
- Greenwich, CT (22 miles from Peekskill, NY)
- 23 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 23 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice,...
Demographic Data for Peekskill, NY
Moving to Peekskill, NY? Find some basic demographic data about Peekskill, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Peekskill, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Peekskill, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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