Personal Banker Jobs in 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.
Personal Banker SAFE Act - B10 - LAKE GROVE
- Saint James, NY (15 miles from Ridge, NY)
- 4 days ago
- Saint James, NY (15 miles from Ridge, NY)
- 4 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 SAFE Act - B10 - LAKE GROVE
- Lake Grove, NY (12 miles from Ridge, NY)
- 8 days ago
- Lake Grove, NY (12 miles from Ridge, NY)
- 8 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....
- Hauppauge, NY (15 miles from Ridge, NY)
- 10 days ago
- Hauppauge, NY (15 miles from Ridge, NY)
- 10 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....
Financial Advisor Financial Advisor
- Patchogue, NY (10 miles from Ridge, NY)
- 15 days ago
- Patchogue, NY (10 miles from Ridge, NY)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Patchogue, NY Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Private Client Banker - Hauppauge, NY Private Client Banker - Hauppauge, NY
- Hauppauge, NY (15 miles from Ridge, NY)
- 15 days ago
- Hauppauge, NY (15 miles from Ridge, NY)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker SAFE Act - Smithaven Branch
- Lake Grove, NY (12 miles from Ridge, NY)
- 17 days ago
- Lake Grove, NY (12 miles from Ridge, NY)
- 17 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....
- Brentwood, NY (20 miles from Ridge, NY)
- 22 days ago
- Brentwood, NY (20 miles from Ridge, NY)
- 22 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....
Private Client Banker - Hauppauge, NY
- Hauppauge, NY (15 miles from Ridge, NY)
- 30+ days ago
- Hauppauge, NY (15 miles from Ridge, NY)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Holtsville, NY (9 miles from Ridge, NY)
- 45+ days ago
- Holtsville, NY (9 miles from Ridge, NY)
- 45+ 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...
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (10 miles from Ridge, NY)
- 90+ days ago
- Port Jefferson, NY (10 miles from Ridge, NY)
- 90+ 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...
Demographic Data for Ridge, NY
Moving to Ridge, NY? Find some basic demographic data about Ridge, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ridge, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ridge, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »