Personal Banker Jobs in Scarsdale, 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 - Hicksville Branch
- Hicksville, NY (23 miles from Scarsdale, NY)
- 11 hours ago
- Hicksville, NY (23 miles from Scarsdale, NY)
- 11 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....
Personal Banker Associate II - Whitehall Plaza FH
- New York, NY (20 miles from Scarsdale, NY)
- 17 hours ago
- New York, NY (20 miles from Scarsdale, NY)
- 17 hours ago
Banker job family....
Personal Banker SAFE Act - Brooklyn Area
- New York, NY (20 miles from Scarsdale, NY)
- 20 hours ago
- New York, NY (20 miles from Scarsdale, NY)
- 20 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....
Institutional Banking Consultant
- Bogota, NJ (15 miles from Scarsdale, NY)
- 23 hours ago
- Bogota, NJ (15 miles from Scarsdale, NY)
- 23 hours ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
- Bogota, NJ (15 miles from Scarsdale, NY)
- 1 day ago
- Bogota, NJ (15 miles from Scarsdale, 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....
International Client Relationship Manager
- New York, NY (20 miles from Scarsdale, NY)
- 1 day ago
- New York, NY (20 miles from Scarsdale, NY)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- New York, NY (20 miles from Scarsdale, NY)
- 1 day ago
- New York, NY (20 miles from Scarsdale, NY)
- 1 day ago
Banker job family....
Bilingual Spanish Personal Banker
- Franklin Lakes, NJ (20 miles from Scarsdale, NY)
- 2 days ago
- Franklin Lakes, NJ (20 miles from Scarsdale, NY)
- 2 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
Personal Banker Upper Manhattan
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
- New York, NY (20 miles from Scarsdale, NY)
- 2 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....
Independent Financial Advisor- 100% Remote!
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Remote Work- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
Financial advisors and teams wanted for an exceptional opportunity to own equity in your business.
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
- New York, NY (20 miles from Scarsdale, NY)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Bloomfield, NJ (24 miles from Scarsdale, NY)
- 4 days ago
- Bloomfield, NJ (24 miles from Scarsdale, NY)
- 4 days ago
Banker job family....
Licensed Private Client Banker
- New York, NY (20 miles from Scarsdale, NY)
- 4 days ago
- New York, NY (20 miles from Scarsdale, NY)
- 4 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
- Palisades Park, NJ (15 miles from Scarsdale, NY)
- 6 days ago
- Palisades Park, NJ (15 miles from Scarsdale, NY)
- 6 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Palisades Park, NJ....
Demographic Data for Scarsdale, NY
Moving to Scarsdale, NY? Find some basic demographic data about Scarsdale, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Scarsdale, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Scarsdale, 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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
- Retail
- Business Development
- 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
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