Personal Banker Jobs in Port Chester, 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 (22 miles from Port Chester, NY)
- 1 day ago
- Rego Park, NY (22 miles from Port Chester, 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 (17 miles from Port Chester, NY)
- 1 day ago
- Great Neck, NY (17 miles from Port Chester, 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....
- New Milford, NJ (18 miles from Port Chester, NY)
- 2 days ago
- New Milford, NJ (18 miles from Port Chester, NY)
- 2 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Hackensack, NJ (21 miles from Port Chester, NY)
- 2 days ago
- Hackensack, NJ (21 miles from Port Chester, NY)
- 2 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....
Private Client Banker - East Norwich, NY
- East Norwich, NY (14 miles from Port Chester, NY)
- 3 days ago
- East Norwich, NY (14 miles from Port Chester, NY)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Financial Advisor - Queens, NY
- Forest Hills, NY (22 miles from Port Chester, NY)
- 3 days ago
- Forest Hills, NY (22 miles from Port Chester, 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 (4 miles from Port Chester, NY)
- 7 days ago
- White Plains, NY (4 miles from Port Chester, 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 (17 miles from Port Chester, NY)
- 7 days ago
- Albertson, NY (17 miles from Port Chester, 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....
Personal Banker - Paramus 4 Branch, Bilingual Spanish Speaking Preferred
- Paramus, NJ (21 miles from Port Chester, NY)
- 8 days ago
- Paramus, NJ (21 miles from Port Chester, NY)
- 8 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....
Senior Personal Banker - Teaneck - Full-time
- Teaneck, NJ (19 miles from Port Chester, NY)
- 8 days ago
- Teaneck, NJ (19 miles from Port Chester, NY)
- 8 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Roving Personal Banker Southern Connecticut
- Stamford, CT (7 miles from Port Chester, NY)
- 8 days ago
- Stamford, CT (7 miles from Port Chester, 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....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (11 miles from Port Chester, NY)
- 9 days ago
- Chappaqua, NY (11 miles from Port Chester, NY)
- 9 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...
- Albertson, NY (17 miles from Port Chester, NY)
- 9 days ago
- Albertson, NY (17 miles from Port Chester, 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 (19 miles from Port Chester, NY)
- 9 days ago
- Mineola, NY (19 miles from Port Chester, 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 (17 miles from Port Chester, NY)
- 10 days ago
- Great Neck, NY (17 miles from Port Chester, 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....
Demographic Data for Port Chester, NY
Moving to Port Chester, NY? Find some basic demographic data about Port Chester, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Chester, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Chester, 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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