Personal Banker Jobs in Queens Village, 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.
- Englewood Cliffs, NJ (14 miles from Queens Village, NY)
- 1 hour ago
- Englewood Cliffs, NJ (14 miles from Queens Village, NY)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Financial Advisor - Newark, NJ. Job in Newark Gr8Jobs
- Newark, NJ (22 miles from Queens Village, NY)
- 7 hours ago
- Newark, NJ (22 miles from Queens Village, NY)
- 7 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE
- Jersey City, NJ (17 miles from Queens Village, NY)
- 8 hours ago
- Jersey City, NJ (17 miles from Queens Village, NY)
- 8 hours ago
Join us at the forefront of the industry with our market-leading products! We are seeking a dynamic and proactive Client Relationship Manager with experience in Commercial Property Insurance. The...
Remote WorkPersonal Banker Bilingual Spanish Clifton Main
- Clifton, NJ (22 miles from Queens Village, NY)
- 9 hours ago
- Clifton, NJ (22 miles from Queens Village, NY)
- 9 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....
Personal Banker SAFE Act - Broadway & 56th Street Branch
- New York, NY (12 miles from Queens Village, NY)
- 9 hours ago
- New York, NY (12 miles from Queens Village, NY)
- 9 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....
Personal Banker Bilingual Spanish Bayonne
- Bayonne, NJ (19 miles from Queens Village, NY)
- 9 hours ago
- Bayonne, NJ (19 miles from Queens Village, NY)
- 9 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....
Private Client Banker - Broadway and Fulton St. - New York, NY
- New York, NY (12 miles from Queens Village, NY)
- 11 hours ago
- New York, NY (12 miles from Queens Village, NY)
- 11 hours ago
JobID: 210634368 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-09T15:20:37+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Brooklyn, NY (12 miles from Queens Village, NY)
- 11 hours ago
- Brooklyn, NY (12 miles from Queens Village, NY)
- 11 hours 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 Relationship Manager
- New York, NY (12 miles from Queens Village, NY)
- 11 hours ago
- New York, NY (12 miles from Queens Village, NY)
- 11 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- New York, NY (12 miles from Queens Village, NY)
- 22 hours ago
- New York, NY (12 miles from Queens Village, NY)
- 22 hours ago
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor to help clients work toward achieving their financial...
Client Relationship Manager, Insurer Consulting
- New York, NY (12 miles from Queens Village, NY)
- 22 hours ago
- New York, NY (12 miles from Queens Village, NY)
- 22 hours ago
We are seeking a talented individual to join our team at Marsh as a Client Relationship Manager for our Insurer Consulting Group. This role will be based in our New York, NY office. This is a...
Private Client Relationship Manager
- New Rochelle, NY (13 miles from Queens Village, NY)
- 22 hours ago
- New Rochelle, NY (13 miles from Queens Village, NY)
- 22 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- New York, NY (12 miles from Queens Village, NY)
- 1 day ago
- New York, NY (12 miles from Queens Village, NY)
- 1 day ago
About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just...
- New York, NY (12 miles from Queens Village, NY)
- 1 day ago
- New York, NY (12 miles from Queens Village, NY)
- 1 day ago
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach...
Personal Banker - Castle Hill Branch - Bilingual Spanish Speaking Preferred
- New York, NY (12 miles from Queens Village, NY)
- 1 day ago
- New York, NY (12 miles from Queens Village, 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....
Demographic Data for Queens Village, NY
Moving to Queens Village, NY? Find some basic demographic data about Queens Village, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Queens Village, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Queens Village, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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