Personal Banker Jobs in Plainview, 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.
Private Client Financial Advisor - Queens, NY
- Rego Park, NY (20 miles from Plainview, NY)
- 1 day ago
- Rego Park, NY (20 miles from Plainview, NY)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Roving Personal Banker Long Island
- Great Neck, NY (12 miles from Plainview, NY)
- 1 day ago
- Great Neck, NY (12 miles from Plainview, NY)
- 1 day 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....
Private Client Banker - East Norwich, NY
- East Norwich, NY (5 miles from Plainview, NY)
- 3 days ago
- East Norwich, NY (5 miles from Plainview, NY)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Sr. Client Relationship Manager (Hybrid)
- Edgewood, NY (11 miles from Plainview, NY)
- 3 days ago
- Edgewood, NY (11 miles from Plainview, NY)
- 3 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Private Client Financial Advisor - Queens, NY
- Forest Hills, NY (19 miles from Plainview, NY)
- 3 days ago
- Forest Hills, NY (19 miles from Plainview, NY)
- 3 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker SAFE Act - ALBERTSON
- Albertson, NY (9 miles from Plainview, NY)
- 7 days ago
- Albertson, NY (9 miles from Plainview, NY)
- 7 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
- Stamford, CT (19 miles from Plainview, NY)
- 8 days ago
- Stamford, CT (19 miles from Plainview, NY)
- 8 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....
Personal Banker SAFE Act - B10 - LAKE GROVE
- Saint James, NY (17 miles from Plainview, NY)
- 9 days ago
- Saint James, NY (17 miles from Plainview, NY)
- 9 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....
- Albertson, NY (9 miles from Plainview, NY)
- 9 days ago
- Albertson, NY (9 miles from Plainview, NY)
- 9 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 - B10 - MINEOLA
- Mineola, NY (9 miles from Plainview, NY)
- 9 days ago
- Mineola, NY (9 miles from Plainview, NY)
- 9 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 - B10 - HEWLETT
- Hewlett, NY (15 miles from Plainview, NY)
- 9 days ago
- Hewlett, NY (15 miles from Plainview, NY)
- 9 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....
- Great Neck, NY (12 miles from Plainview, NY)
- 10 days ago
- Great Neck, NY (12 miles from Plainview, NY)
- 10 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....
Personal Banker Bilingual Rye brook
- Rye Brook, NY (19 miles from Plainview, NY)
- 10 days ago
- Rye Brook, NY (19 miles from Plainview, NY)
- 10 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....
Personal Banker Associate I - Mt. Vernon, IN
- Mount Vernon, NY (20 miles from Plainview, NY)
- 11 days ago
- Mount Vernon, NY (20 miles from Plainview, NY)
- 11 days ago
Personal Banker Associate I - Mt....
Demographic Data for Plainview, NY
Moving to Plainview, NY? Find some basic demographic data about Plainview, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plainview, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plainview, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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