Personal Banker Jobs in Rockville Centre, 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 - Broadway & 56th Street Branch
- New York, NY (19 miles from Rockville Centre, NY)
- 8 hours ago
- New York, NY (19 miles from Rockville Centre, NY)
- 8 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 Financial Advisor - Manhasset, NY
- Manhasset, NY (9 miles from Rockville Centre, NY)
- 8 hours ago
- Manhasset, NY (9 miles from Rockville Centre, NY)
- 8 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Syosset, NY (13 miles from Rockville Centre, NY)
- 8 hours ago
- Syosset, NY (13 miles from Rockville Centre, NY)
- 8 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....
- Secaucus, NJ (23 miles from Rockville Centre, NY)
- 22 hours ago
- Secaucus, NJ (23 miles from Rockville Centre, NY)
- 22 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Private Client Banker - The Plaza - Teaneck, NJ
- Teaneck, NJ (24 miles from Rockville Centre, NY)
- 22 hours ago
- Teaneck, NJ (24 miles from Rockville Centre, NY)
- 22 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...
Financial Advisor-North Bergen, NJ
- North Bergen, NJ (21 miles from Rockville Centre, NY)
- 1 day ago
- North Bergen, NJ (21 miles from Rockville Centre, NY)
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker SAFE Act - Broadway & Astor Place Branch
- New York, NY (19 miles from Rockville Centre, NY)
- 1 day ago
- New York, NY (19 miles from Rockville Centre, 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 SAFE Act - Sheepshead Bay Branch
- New York, NY (19 miles from Rockville Centre, NY)
- 1 day ago
- New York, NY (19 miles from Rockville Centre, 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 SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- New York, NY (19 miles from Rockville Centre, NY)
- 1 day ago
- New York, NY (19 miles from Rockville Centre, 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 - Commercial Property Insurance
- Jersey City, NJ (23 miles from Rockville Centre, NY)
- 1 day ago
- Jersey City, NJ (23 miles from Rockville Centre, NY)
- 1 day 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...
- Ridgefield, NJ (22 miles from Rockville Centre, NY)
- 1 day ago
- Ridgefield, NJ (22 miles from Rockville Centre, NY)
- 1 day 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 Opportunities for Licensed Professionals
- Melville, NY (14 miles from Rockville Centre, NY)
- 2 days ago
- Melville, NY (14 miles from Rockville Centre, NY)
- 2 days ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
Institutional Client Group Client Relationship Manager Associate
- New York, NY (19 miles from Rockville Centre, NY)
- 2 days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 2 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Personal Banker SAFE Act - North Flushing Branch
- Flushing, NY (11 miles from Rockville Centre, NY)
- 2 days ago
- Flushing, NY (11 miles from Rockville Centre, 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....
Float Personal Banker Associate I - St Lucie
- New York, NY (19 miles from Rockville Centre, NY)
- 3 days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 3 days ago
Banker job family....
Demographic Data for Rockville Centre, NY
Moving to Rockville Centre, NY? Find some basic demographic data about Rockville Centre, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rockville Centre, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rockville Centre, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Investigation
- Negotiation
- Written Communication
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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