Personal Banker Jobs in Point Lookout, 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 (13 miles from Point Lookout, NY)
- 5 hours ago
- Fresh Meadows, NY (13 miles from Point Lookout, 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...
Personal Banker l - Overlook FC (Cincinnati West)
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
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...
Financial Advisor - Certification Provided
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
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 (21 miles from Point Lookout, NY)
- 1 day ago
- Brooklyn, NY (21 miles from Point Lookout, 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....
Private Client Banker - Times Square - New York, NY
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
- New York, NY (23 miles from Point Lookout, NY)
- 1 day ago
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...
Personal Banker - Bronx Branch - Bilingual Spanish Speaking Preferred
- New York, NY (23 miles from Point Lookout, NY)
- 2 days ago
- New York, NY (23 miles from Point Lookout, 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 (23 miles from Point Lookout, NY)
- 2 days ago
- New York, NY (23 miles from Point Lookout, 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 (23 miles from Point Lookout, NY)
- 3 days ago
- New York, NY (23 miles from Point Lookout, 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....
- New York, NY (23 miles from Point Lookout, NY)
- 3 days ago
- New York, NY (23 miles from Point Lookout, NY)
- 3 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Jericho, NY (12 miles from Point Lookout, NY)
- 3 days ago
- Jericho, NY (12 miles from Point Lookout, 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 (10 miles from Point Lookout, NY)
- 3 days ago
- Garden City Park, NY (10 miles from Point Lookout, 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 Banker - Fordham Branch Bilingual Spanish Speaking Preferred
- New York, NY (23 miles from Point Lookout, NY)
- 4 days ago
- New York, NY (23 miles from Point Lookout, 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....
Personal Banker - Larchmont Branch
- Larchmont, NY (23 miles from Point Lookout, NY)
- 4 days ago
- Larchmont, NY (23 miles from Point Lookout, 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 - Hicksville, NY
- Hicksville, NY (11 miles from Point Lookout, NY)
- 4 days ago
- Hicksville, NY (11 miles from Point Lookout, NY)
- 4 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...
- New York, NY (23 miles from Point Lookout, NY)
- 4 days ago
- New York, NY (23 miles from Point Lookout, NY)
- 4 days ago
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Point Lookout, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Point Lookout, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »