Personal Banker Jobs in Roslyn Heights, 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.
Financial Advisor - Paid Training Provided
- Fresh Meadows, NY (8 miles from Roslyn Heights, NY)
- 5 days ago
- Fresh Meadows, NY (8 miles from Roslyn Heights, NY)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- New York, NY (18 miles from Roslyn Heights, NY)
- 16 hours ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 16 hours ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- New York, NY (18 miles from Roslyn Heights, NY)
- 16 hours ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 16 hours ago
Prudential is now powered by LPL's industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition...
- Tarrytown, NY (23 miles from Roslyn Heights, NY)
- 17 hours ago
- Tarrytown, NY (23 miles from Roslyn Heights, NY)
- 17 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....
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day 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...
Financial Advisor: Wealth Management Track
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....
Financial Advisor Development Program
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Financial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend...
Entry Level - Financial Advisor
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor - Entry Level (Training Provided)
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, 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...
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Objective wealth management solutions Actionable practice management insights Superior service and support Be bold. Be uncommon. Be different. Step Forward, with Park Avenue Securities....
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
management and investment advisory services Qualifications & Skills Education: Bachelor's degree is preferred Experience: 3+ years of wealth management or related industry experience and a demonstrated...
Financial Advisor (Seeking Career Changers - Training Provided)
- Melville, NY (12 miles from Roslyn Heights, NY)
- 1 day ago
- Melville, NY (12 miles from Roslyn Heights, NY)
- 1 day ago
We are seeking hardworking, self-motived, entrepreneurial individuals to join our team of Financial Professionals at AMG Wealth Management a Division of Northwestern Mutual - Melville....
Financial Advisor (Service Advisor)
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients based in New York, NY....
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
- New York, NY (18 miles from Roslyn Heights, NY)
- 1 day ago
Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized...
Financial Advisor - Certification Provided
- Maywood, NJ (23 miles from Roslyn Heights, NY)
- 1 day ago
- Maywood, NJ (23 miles from Roslyn Heights, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demographic Data for Roslyn Heights, NY
Moving to Roslyn Heights, NY? Find some basic demographic data about Roslyn Heights, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roslyn Heights, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roslyn Heights, 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
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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