Personal Banker Jobs in Stony Point, 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.
Private Client Financial Advisor
- Bedford Hills, NY (17 miles from Stony Point, NY)
- 1 day ago
- Bedford Hills, NY (17 miles from Stony Point, NY)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Beacon, NY (17 miles from Stony Point, NY)
- 1 day ago
- Beacon, NY (17 miles from Stony Point, NY)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Team Based Financial Advisor - Todd Financial
- Elmsford, NY (17 miles from Stony Point, NY)
- 2 days ago
- Elmsford, NY (17 miles from Stony Point, NY)
- 2 days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
Private Client Relationship Manager
- Fishkill, NY (20 miles from Stony Point, NY)
- 2 days ago
- Fishkill, NY (20 miles from Stony Point, NY)
- 2 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Tarrytown, NY (14 miles from Stony Point, NY)
- 3 days ago
- Tarrytown, NY (14 miles from Stony Point, NY)
- 3 days ago
About this role: Wells Fargo is seeking a Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Career Change Opportunity
- Upper Saddle River, NJ (14 miles from Stony Point, NY)
- 3 days ago
- Upper Saddle River, NJ (14 miles from Stony Point, NY)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Hackensack, NJ (24 miles from Stony Point, NY)
- 4 days ago
- Hackensack, NJ (24 miles from Stony Point, NY)
- 4 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....
- Closter, NJ (19 miles from Stony Point, NY)
- 4 days ago
- Closter, NJ (19 miles from Stony Point, NY)
- 4 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Closter, NJ....
Homefront Heroes Hiring Personal Banker Southern Westchester
- White Plains, NY (20 miles from Stony Point, NY)
- 5 days ago
- White Plains, NY (20 miles from Stony Point, NY)
- 5 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....
Boots to Banking Personal Banker Southern Westchester
- Ardsley, NY (19 miles from Stony Point, NY)
- 5 days ago
- Ardsley, NY (19 miles from Stony Point, NY)
- 5 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....
- Paramus, NJ (20 miles from Stony Point, NY)
- 5 days ago
- Paramus, NJ (20 miles from Stony Point, NY)
- 5 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....
- Pearl River, NY (12 miles from Stony Point, NY)
- 5 days ago
- Pearl River, NY (12 miles from Stony Point, NY)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Hanscom Federal Credit Union
- Bedford Hills, NY (17 miles from Stony Point, NY)
- 9 days ago
- Bedford Hills, NY (17 miles from Stony Point, NY)
- 9 days ago
Credit Union Financial Advisor - Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
- Monroe, NY (10 miles from Stony Point, NY)
- 9 days ago
- Monroe, NY (10 miles from Stony Point, NY)
- 9 days ago
Banker job family....
Personal Banker Pequannock Office
- Pequannock, NJ (24 miles from Stony Point, NY)
- 9 days ago
- Pequannock, NJ (24 miles from Stony Point, NY)
- 9 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....
Demographic Data for Stony Point, NY
Moving to Stony Point, NY? Find some basic demographic data about Stony Point, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stony Point, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stony Point, 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
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