Personal Banker Jobs in Port Jefferson Station, 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.
Personal Banker - Montgomery County, PA
- Bridgeport, CT (19 miles from Port Jefferson Station, NY)
- 12 hours ago
- Bridgeport, CT (19 miles from Port Jefferson Station, NY)
- 12 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Certification Provided
- Miller Place, NY (3 miles from Port Jefferson Station, NY)
- 13 hours ago
- Miller Place, NY (3 miles from Port Jefferson Station, NY)
- 13 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Woodbury, NY (23 miles from Port Jefferson Station, NY)
- 16 hours ago
- Woodbury, NY (23 miles from Port Jefferson Station, NY)
- 16 hours 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 & Planner - Brokerage/Premier Accounts
- Fairfield, CT (22 miles from Port Jefferson Station, NY)
- 1 day ago
- Fairfield, CT (22 miles from Port Jefferson Station, NY)
- 1 day ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Holtsville, NY (6 miles from Port Jefferson Station, NY)
- 2 days ago
- Holtsville, NY (6 miles from Port Jefferson Station, NY)
- 2 days ago
Remote Work: Hybrid Overview: At Zebra, we are a community of innovators who come together to create new ways of working to make everyday life better. United by curiosity and care, we develop...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 2 days ago
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Career Change Opportunity
- Plainview, NY (24 miles from Port Jefferson Station, NY)
- 3 days ago
- Plainview, NY (24 miles from Port Jefferson Station, NY)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Plainview, NY (24 miles from Port Jefferson Station, NY)
- 3 days ago
- Plainview, NY (24 miles from Port Jefferson Station, NY)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Relationship Manager
- Huntingtn Sta, NY (18 miles from Port Jefferson Station, NY)
- 6 days ago
- Huntingtn Sta, NY (18 miles from Port Jefferson Station, NY)
- 6 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (18 miles from Port Jefferson Station, NY)
- 7 days ago
- Huntington Station, NY (18 miles from Port Jefferson Station, NY)
- 7 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....
Private Client Relationship Manager
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 8 days ago
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 8 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 22 days ago
- Melville, NY (20 miles from Port Jefferson Station, NY)
- 22 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Riverhead, NY (20 miles from Port Jefferson Station, NY)
- 29 days ago
- Riverhead, NY (20 miles from Port Jefferson Station, NY)
- 29 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY (8 miles from Port Jefferson Station, NY)
- 30+ days ago
- Holbrook, NY (8 miles from Port Jefferson Station, NY)
- 30+ 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 Financial Representative-CT
- Bridgeport, CT (19 miles from Port Jefferson Station, NY)
- 30+ days ago
- Bridgeport, CT (19 miles from Port Jefferson Station, NY)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkDemographic Data for Port Jefferson Station, NY
Moving to Port Jefferson Station, NY? Find some basic demographic data about Port Jefferson Station, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Jefferson Station, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Jefferson Station, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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