Personal Banker Jobs in Pound Ridge, 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.
Client Relationship Manager - NY, CT, NJ
- Greenwich, CT (12 miles from Pound Ridge, NY)
- 16 hours ago
- Greenwich, CT (12 miles from Pound Ridge, NY)
- 16 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (15 miles from Pound Ridge, NY)
- 1 day ago
- White Plains, NY (15 miles from Pound Ridge, 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....
Personal Banker - Greenburgh Branch - Bilingual Spanish Speaking Preferred
- White Plains, NY (17 miles from Pound Ridge, NY)
- 2 days ago
- White Plains, NY (17 miles from Pound Ridge, 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 - Montgomery County, PA
- Bridgeport, CT (19 miles from Pound Ridge, NY)
- 6 days ago
- Bridgeport, CT (19 miles from Pound Ridge, NY)
- 6 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker SAFE Act - Brooklyn East Area
- Bedford, NY (3 miles from Pound Ridge, NY)
- 6 days ago
- Bedford, NY (3 miles from Pound Ridge, NY)
- 6 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....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Fairfield, CT (14 miles from Pound Ridge, NY)
- 7 days ago
- Fairfield, CT (14 miles from Pound Ridge, NY)
- 7 days 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...
Personal Banker Westport Branch
- Westport, CT (12 miles from Pound Ridge, NY)
- 9 days ago
- Westport, CT (12 miles from Pound Ridge, NY)
- 9 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....
Licensed Private Client Banker
- Ossining, NY (14 miles from Pound Ridge, NY)
- 16 days ago
- Ossining, NY (14 miles from Pound Ridge, NY)
- 16 days ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - Ardsley, NY
- Ardsley, NY (19 miles from Pound Ridge, NY)
- 17 days ago
- Ardsley, NY (19 miles from Pound Ridge, NY)
- 17 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...
Private Client Banker - Vernon Hills - Scarsdale, NY
- Scarsdale, NY (18 miles from Pound Ridge, NY)
- 18 days ago
- Scarsdale, NY (18 miles from Pound Ridge, NY)
- 18 days 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...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (9 miles from Pound Ridge, NY)
- 21 days ago
- Armonk, NY (9 miles from Pound Ridge, NY)
- 21 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....
- Katonah, NY (7 miles from Pound Ridge, NY)
- 23 days ago
- Katonah, NY (7 miles from Pound Ridge, NY)
- 23 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....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (10 miles from Pound Ridge, NY)
- 24 days ago
- Stamford, CT (10 miles from Pound Ridge, NY)
- 24 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...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (10 miles from Pound Ridge, NY)
- 25 days ago
- Stamford, CT (10 miles from Pound Ridge, NY)
- 25 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- West Haverstraw, NY (20 miles from Pound Ridge, NY)
- 28 days ago
- West Haverstraw, NY (20 miles from Pound Ridge, NY)
- 28 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Pound Ridge, NY
Moving to Pound Ridge, NY? Find some basic demographic data about Pound Ridge, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pound Ridge, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pound Ridge, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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