Personal Banker Jobs in Spring Valley, 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 - Career Change Opportunity
- Pompton Lakes, NJ (14 miles from Spring Valley, NY)
- 22 hours ago
- Pompton Lakes, NJ (14 miles from Spring Valley, NY)
- 22 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Ramsey, NJ (6 miles from Spring Valley, NY)
- 2 hours ago
- Ramsey, NJ (6 miles from Spring Valley, NY)
- 2 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
Personal Banker - Twp of Washington, NJ
- Township of Washington, NJ (8 miles from Spring Valley, NY)
- 16 hours ago
- Township of Washington, NJ (8 miles from Spring Valley, NY)
- 16 hours ago
Back Personal Banker #25-334 Twp of Washington, New Jersey, United States Apply Apply for this job now!...
Bilingual Korean Personal Banker
- Leonia, NJ (17 miles from Spring Valley, NY)
- 18 hours ago
- Leonia, NJ (17 miles from Spring Valley, NY)
- 18 hours ago
As a FT Branch Banker within PNC's Bergen Region Retail Banking organization, you will be based in Leonia, NJ. Bilingual Fluency in both English and Korean is required....
Personal Banker Englewood Branch
- Englewood, NJ (16 miles from Spring Valley, NY)
- 18 hours ago
- Englewood, NJ (16 miles from Spring Valley, NY)
- 18 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....
- Bronx, NY (21 miles from Spring Valley, NY)
- 20 hours ago
- Bronx, NY (21 miles from Spring Valley, NY)
- 20 hours ago
OceanFirst Bank is seeking a new Personal Banker at our Woodlawn, NY branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience....
Personal Banker - Belleville - Full-time
- Belleville, NJ (23 miles from Spring Valley, NY)
- 20 hours ago
- Belleville, NJ (23 miles from Spring Valley, NY)
- 20 hours ago
office conditions in a retail-banking establishment....
- Pompton Lakes, NJ (14 miles from Spring Valley, NY)
- 1 day ago
- Pompton Lakes, NJ (14 miles from Spring Valley, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Bergenfield, NJ (13 miles from Spring Valley, NY)
- 1 day ago
- Bergenfield, NJ (13 miles from Spring Valley, NY)
- 1 day ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Bergenfield, NJ....
- Bloomfield, NJ (22 miles from Spring Valley, NY)
- 1 day ago
- Bloomfield, NJ (22 miles from Spring Valley, 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....
- Greenwich, CT (22 miles from Spring Valley, NY)
- 2 days ago
- Greenwich, CT (22 miles from Spring Valley, 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....
Personal Banker Fort Lee Lemoine Branch
- Fort Lee, NJ (18 miles from Spring Valley, NY)
- 2 days ago
- Fort Lee, NJ (18 miles from Spring Valley, 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....
- Wood Ridge, NJ (18 miles from Spring Valley, NY)
- 3 days ago
- Wood Ridge, NJ (18 miles from Spring Valley, NY)
- 3 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....
Financial Advisor Experienced Professionals
- Highland Falls, NY (14 miles from Spring Valley, NY)
- 3 days ago
- Highland Falls, NY (14 miles from Spring Valley, NY)
- 3 days ago
Financial Advisor - Experienced Professionals Category Field Recruiting & Training Job Location 273 Main St., Higland Falls, New York Tracking Code NED - HLF Position Type Full-Time/Regular Join...
- Clifton, NJ (17 miles from Spring Valley, NY)
- 6 days ago
- Clifton, NJ (17 miles from Spring Valley, NY)
- 6 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
Demographic Data for Spring Valley, NY
Moving to Spring Valley, NY? Find some basic demographic data about Spring Valley, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spring Valley, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spring Valley, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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