Personal Banker Jobs in Ronkonkoma, 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.
- Holtsville, NY (6 miles from Ronkonkoma, NY)
- 16 hours ago
- Holtsville, NY (6 miles from Ronkonkoma, NY)
- 16 hours 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...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (12 miles from Ronkonkoma, NY)
- 20 hours ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 20 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Career Change Opportunity
- Plainview, NY (15 miles from Ronkonkoma, NY)
- 1 day ago
- Plainview, NY (15 miles from Ronkonkoma, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Plainview, NY (15 miles from Ronkonkoma, NY)
- 1 day ago
- Plainview, NY (15 miles from Ronkonkoma, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Westport Branch
- Westport, CT (24 miles from Ronkonkoma, NY)
- 1 day ago
- Westport, CT (24 miles from Ronkonkoma, 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....
Private Client Relationship Manager
- Huntingtn Sta, NY (9 miles from Ronkonkoma, NY)
- 4 days ago
- Huntingtn Sta, NY (9 miles from Ronkonkoma, NY)
- 4 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (9 miles from Ronkonkoma, NY)
- 5 days ago
- Huntington Station, NY (9 miles from Ronkonkoma, NY)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Jericho, NY (19 miles from Ronkonkoma, NY)
- 5 days ago
- Jericho, NY (19 miles from Ronkonkoma, NY)
- 5 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....
Private Client Relationship Manager
- Melville, NY (12 miles from Ronkonkoma, NY)
- 6 days ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 6 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Senior Personal Banker - Roslyn - Full-time
- Roslyn, NY (24 miles from Ronkonkoma, NY)
- 7 days ago
- Roslyn, NY (24 miles from Ronkonkoma, NY)
- 7 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker II - Darien - Full Time
- Darien, CT (24 miles from Ronkonkoma, NY)
- 19 days ago
- Darien, CT (24 miles from Ronkonkoma, NY)
- 19 days ago
Banker job family....
- Melville, NY (12 miles from Ronkonkoma, NY)
- 20 days ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 20 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Jericho, NY (19 miles from Ronkonkoma, NY)
- 28 days ago
- Jericho, NY (19 miles from Ronkonkoma, NY)
- 28 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee, De Vita &...
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY (5 miles from Ronkonkoma, NY)
- 28 days ago
- Holbrook, NY (5 miles from Ronkonkoma, NY)
- 28 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 - Hicksville, NY
- Hicksville, NY (18 miles from Ronkonkoma, NY)
- 28 days ago
- Hicksville, NY (18 miles from Ronkonkoma, NY)
- 28 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...
Demographic Data for Ronkonkoma, NY
Moving to Ronkonkoma, NY? Find some basic demographic data about Ronkonkoma, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ronkonkoma, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ronkonkoma, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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