Personal Banker Jobs in Smithtown, 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 - Montgomery County, PA
- Bridgeport, CT (21 miles from Smithtown, NY)
- 12 hours ago
- Bridgeport, CT (21 miles from Smithtown, NY)
- 12 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Certification Provided
- Miller Place, NY (12 miles from Smithtown, NY)
- 13 hours ago
- Miller Place, NY (12 miles from Smithtown, NY)
- 13 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Woodbury, NY (13 miles from Smithtown, NY)
- 16 hours ago
- Woodbury, NY (13 miles from Smithtown, NY)
- 16 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....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Fairfield, CT (21 miles from Smithtown, NY)
- 1 day ago
- Fairfield, CT (21 miles from Smithtown, NY)
- 1 day ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Holtsville, NY (9 miles from Smithtown, NY)
- 2 days ago
- Holtsville, NY (9 miles from Smithtown, NY)
- 2 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...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (11 miles from Smithtown, NY)
- 2 days ago
- Melville, NY (11 miles from Smithtown, NY)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Career Change Opportunity
- Plainview, NY (14 miles from Smithtown, NY)
- 3 days ago
- Plainview, NY (14 miles from Smithtown, NY)
- 3 days 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 (14 miles from Smithtown, NY)
- 3 days ago
- Plainview, NY (14 miles from Smithtown, NY)
- 3 days 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...
Private Client Relationship Manager
- Huntingtn Sta, NY (8 miles from Smithtown, NY)
- 6 days ago
- Huntingtn Sta, NY (8 miles from Smithtown, 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...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (8 miles from Smithtown, NY)
- 7 days ago
- Huntington Station, NY (8 miles from Smithtown, NY)
- 7 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 (18 miles from Smithtown, NY)
- 7 days ago
- Jericho, NY (18 miles from Smithtown, NY)
- 7 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 (11 miles from Smithtown, NY)
- 8 days ago
- Melville, NY (11 miles from Smithtown, NY)
- 8 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 (23 miles from Smithtown, NY)
- 9 days ago
- Roslyn, NY (23 miles from Smithtown, NY)
- 9 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (21 miles from Smithtown, NY)
- 18 days ago
- Stamford, CT (21 miles from Smithtown, NY)
- 18 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...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (21 miles from Smithtown, NY)
- 18 days ago
- Stamford, CT (21 miles from Smithtown, NY)
- 18 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Smithtown, NY
Moving to Smithtown, NY? Find some basic demographic data about Smithtown, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Smithtown, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Smithtown, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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