Personal Banker Jobs in Selden, 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.
- Riverhead, NY (20 miles from Selden, NY)
- 3 days ago
- Riverhead, NY (20 miles from Selden, NY)
- 3 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY (5 miles from Selden, NY)
- 3 days ago
- Holbrook, NY (5 miles from Selden, NY)
- 3 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 Financial Representative-CT
- Bridgeport, CT (22 miles from Selden, NY)
- 4 days ago
- Bridgeport, CT (22 miles from Selden, NY)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Farmingville, NY
- Melville, NY (20 miles from Selden, NY)
- 5 days ago
- Melville, NY (20 miles from Selden, NY)
- 5 days ago
management business development techniques, products, services and overall industry....
Client Relationship Manager (Hybrid)
- Edgewood, NY (12 miles from Selden, NY)
- 9 days ago
- Edgewood, NY (12 miles from Selden, NY)
- 9 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
Remote Work- Edgewood, NY (12 miles from Selden, NY)
- 11 days ago
- Edgewood, NY (12 miles from Selden, NY)
- 11 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Merrill Experienced Financial Advisor
- Melville, NY (20 miles from Selden, NY)
- 14 days ago
- Melville, NY (20 miles from Selden, NY)
- 14 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....
- Milford, CT (23 miles from Selden, NY)
- 17 days ago
- Milford, CT (23 miles from Selden, NY)
- 17 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - RDM Financial Group
- Westport, CT (24 miles from Selden, NY)
- 21 days ago
- Westport, CT (24 miles from Selden, NY)
- 21 days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT (24 miles from Selden, NY)
- 23 days ago
- Fairfield, CT (24 miles from Selden, NY)
- 23 days ago
Banker job family....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (24 miles from Selden, NY)
- 26 days ago
- Fairfield, CT (24 miles from Selden, NY)
- 26 days ago
Banker job family....
- Patchogue, NY (11 miles from Selden, NY)
- 30+ days ago
- Patchogue, NY (11 miles from Selden, NY)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Safe Act - Mandarin or Cantonese speaking preferred - Syosset Branch
- Syosset, NY (24 miles from Selden, NY)
- 30+ days ago
- Syosset, NY (24 miles from Selden, NY)
- 30+ 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....
- Holtsville, NY (3 miles from Selden, NY)
- 30+ days ago
- Holtsville, NY (3 miles from Selden, NY)
- 30+ days 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...
Personal Banker - Safe Act - Syosset Branch
- Syosset, NY (24 miles from Selden, NY)
- 30+ days ago
- Syosset, NY (24 miles from Selden, NY)
- 30+ 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....
Demographic Data for Selden, NY
Moving to Selden, NY? Find some basic demographic data about Selden, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Selden, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Selden, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »