Personal Banker Jobs in Port Washington, 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 Banker - Ardsley, NY
- Ardsley, NY (14 miles from Port Washington, NY)
- 11 hours ago
- Ardsley, NY (14 miles from Port Washington, NY)
- 11 hours 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...
JPMorgan Private Client Relationship Manager New York, NY
- New York, NY (16 miles from Port Washington, NY)
- 11 hours ago
- New York, NY (16 miles from Port Washington, NY)
- 11 hours ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker - Queens West Area
- Queens Village, NY (8 miles from Port Washington, NY)
- 22 hours ago
- Queens Village, NY (8 miles from Port Washington, NY)
- 22 hours 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 - Vernon Hills - Scarsdale, NY
- Scarsdale, NY (13 miles from Port Washington, NY)
- 1 day ago
- Scarsdale, NY (13 miles from Port Washington, NY)
- 1 day ago
JobID: 210638995 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T23:04:11+00:00 JobShift: Day Base Pay/Salary: Scarsdale,NY $25.00-$32.69 You have a passion for...
Personal Banker Bilingual Getty Square
- Yonkers, NY (12 miles from Port Washington, NY)
- 1 day ago
- Yonkers, NY (12 miles from Port Washington, 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....
Personal Banker SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- Flushing, NY (8 miles from Port Washington, NY)
- 1 day ago
- Flushing, NY (8 miles from Port Washington, NY)
- 1 day 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....
Client Relationship Manager - Marken
- Laurelton, NY (12 miles from Port Washington, NY)
- 1 day ago
- Laurelton, NY (12 miles from Port Washington, NY)
- 1 day ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
Financial Advisor - Ridgewood Metro, NY
- Ridgewood, NJ (23 miles from Port Washington, NY)
- 3 days ago
- Ridgewood, NJ (23 miles from Port Washington, NY)
- 3 days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor Full-Time - Paramus, NJ and Farmington, CT
- Paramus, NJ (21 miles from Port Washington, NY)
- 3 days ago
- Paramus, NJ (21 miles from Port Washington, NY)
- 3 days ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- New York, NY (16 miles from Port Washington, NY)
- 4 days ago
- New York, NY (16 miles from Port Washington, NY)
- 4 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 at Broadway & Dey
- New York, NY (16 miles from Port Washington, NY)
- 4 days ago
- New York, NY (16 miles from Port Washington, NY)
- 4 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 at Borough Park
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 days ago
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 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 at Brooklyn Court
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 days ago
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 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 at Park Slope 5th
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 days ago
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 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....
- Pleasantville, NY (20 miles from Port Washington, NY)
- 4 days ago
- Pleasantville, NY (20 miles from Port Washington, NY)
- 4 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 Washington, NY
Moving to Port Washington, NY? Find some basic demographic data about Port Washington, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Washington, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Washington, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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