Personal Banker Jobs in Port Jefferson, 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.
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkFinancial Advisor Track TRAINING PROVIDED
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
Exciting Financial Sales Opportunity for Long Island Residents! Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agency's team of financial sales...
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
Company Description Consistency ranked as one of the World's Most Admired Companies (FORBES), Northwestern Mutual has been helping families and businesses experience financial security for over...
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
- Melville, NY (21 miles from Port Jefferson, NY)
- moments ago
About the Company I have been a financial advisor for the past 10 years, prior to that a CPA in NYC. I have a built a large book of business I can no longer maintain. This is a unique opportunity...
Personal Banker - Bowie Stonybrook
- Stony Brook, NY (4 miles from Port Jefferson, NY)
- 2 days ago
- Stony Brook, NY (4 miles from Port Jefferson, NY)
- 2 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Personal Banker - Safe Act - Syosset Branch
- Syosset, NY (24 miles from Port Jefferson, NY)
- 2 days ago
- Syosset, NY (24 miles from Port Jefferson, 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 Roving New Haven Shoreline District
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 3 days ago
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 3 days ago
Personal Banker Roving New Haven Shoreline District 3.6 3.6 out of 5 stars Fairfield, CT Why Wells Fargo: Are you looking for more? Find it here....
- Holbrook, NY (10 miles from Port Jefferson, NY)
- 5 days ago
- Holbrook, NY (10 miles from Port Jefferson, 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 - Teachers Federal Credit Union
- Port Jefferson, NY
- 11 days ago
- Port Jefferson, NY
- 11 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Personal Banker - Fairfield Branch - Bilingual Spanish Speaking Preferred
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 11 days ago
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 11 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....
- Ronkonkoma, NY (11 miles from Port Jefferson, NY)
- 12 days ago
- Ronkonkoma, NY (11 miles from Port Jefferson, NY)
- 12 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- Huntington Station
- Huntington Station, NY (18 miles from Port Jefferson, NY)
- 13 days ago
- Huntington Station, NY (18 miles from Port Jefferson, NY)
- 13 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....
Retail Personal Banker ll - Northwest areas of Cincinnati
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 16 days ago
- Fairfield, CT (19 miles from Port Jefferson, NY)
- 16 days ago
Banker job family....
Sr. Private Client Relationship Manager
- Darien, CT (23 miles from Port Jefferson, NY)
- 18 days ago
- Darien, CT (23 miles from Port Jefferson, NY)
- 18 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
- Hauppauge, NY (11 miles from Port Jefferson, NY)
- 19 days ago
- Hauppauge, NY (11 miles from Port Jefferson, NY)
- 19 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....
Demographic Data for Port Jefferson, NY
Moving to Port Jefferson, NY? Find some basic demographic data about Port Jefferson, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Jefferson, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Jefferson, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- 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 »