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.
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkFinancial Advisor Track TRAINING PROVIDED
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
Exciting Financial Sales Opportunity for Long Island Residents! Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agency's team of financial sales...
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
Company Description Consistency ranked as one of the World's Most Admired Companies (FORBES), Northwestern Mutual has been helping families and businesses experience financial security for over...
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
- Melville, NY (12 miles from Ronkonkoma, NY)
- 3 hours ago
About the Company I have been a financial advisor for the past 10 years, prior to that a CPA in NYC. I have a built a large book of business I can no longer maintain. This is a unique opportunity...
Financial Advisor Training Provided
- Garden City, NY (24 miles from Ronkonkoma, NY)
- 1 day ago
- Garden City, NY (24 miles from Ronkonkoma, NY)
- 1 day ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
Personal Banker - Bowie Stonybrook
- Stony Brook, NY (7 miles from Ronkonkoma, NY)
- 2 days ago
- Stony Brook, NY (7 miles from Ronkonkoma, NY)
- 2 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Personal Banker - Safe Act - Syosset Branch
- Syosset, NY (17 miles from Ronkonkoma, NY)
- 2 days ago
- Syosset, NY (17 miles from Ronkonkoma, 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 SAFE Act - Bilingual in Spanish Preferred - AMITYVILLE Branch
- Amityville, NY (14 miles from Ronkonkoma, NY)
- 5 days ago
- Amityville, NY (14 miles from Ronkonkoma, NY)
- 5 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....
- Holbrook, NY (5 miles from Ronkonkoma, NY)
- 5 days ago
- Holbrook, NY (5 miles from Ronkonkoma, NY)
- 5 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....
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (11 miles from Ronkonkoma, NY)
- 11 days ago
- Port Jefferson, NY (11 miles from Ronkonkoma, NY)
- 11 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...
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....
- Westbury, NY (21 miles from Ronkonkoma, NY)
- 13 days ago
- Westbury, NY (21 miles from Ronkonkoma, NY)
- 13 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....
Personal Banker- Huntington Station
- Huntington Station, NY (9 miles from Ronkonkoma, NY)
- 13 days ago
- Huntington Station, NY (9 miles from Ronkonkoma, NY)
- 13 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....
Sr. Private Client Relationship Manager
- Darien, CT (24 miles from Ronkonkoma, NY)
- 18 days ago
- Darien, CT (24 miles from Ronkonkoma, NY)
- 18 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Merrill Experienced Financial Advisor
- Garden City, NY (24 miles from Ronkonkoma, NY)
- 30+ days ago
- Garden City, NY (24 miles from Ronkonkoma, NY)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
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
- 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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