Personal Banker Jobs in Tarrytown, 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 - Ridgewood Metro, NY
- Ridgewood, NJ (15 miles from Tarrytown, NY)
- 21 hours ago
- Ridgewood, NJ (15 miles from Tarrytown, NY)
- 21 hours ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor Full-Time - Paramus, NJ and Farmington, CT
- Paramus, NJ (14 miles from Tarrytown, NY)
- 21 hours ago
- Paramus, NJ (14 miles from Tarrytown, NY)
- 21 hours ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- New York, NY (24 miles from Tarrytown, NY)
- 1 day ago
- New York, NY (24 miles from Tarrytown, NY)
- 1 day 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 at Broadway & Dey
- New York, NY (24 miles from Tarrytown, NY)
- 1 day ago
- New York, NY (24 miles from Tarrytown, NY)
- 1 day 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....
- Pleasantville, NY (4 miles from Tarrytown, NY)
- 1 day ago
- Pleasantville, NY (4 miles from Tarrytown, NY)
- 1 day 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....
Associate Bank Financial Advisor
- Armonk, NY (7 miles from Tarrytown, NY)
- 1 day ago
- Armonk, NY (7 miles from Tarrytown, NY)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (7 miles from Tarrytown, NY)
- 1 day ago
- Armonk, NY (7 miles from Tarrytown, NY)
- 1 day 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....
- Katonah, NY (15 miles from Tarrytown, NY)
- 3 days ago
- Katonah, NY (15 miles from Tarrytown, NY)
- 3 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....
- Rye, NY (11 miles from Tarrytown, NY)
- 3 days ago
- Rye, NY (11 miles from Tarrytown, NY)
- 3 days 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....
- Hillsdale, NJ (11 miles from Tarrytown, NY)
- 4 days ago
- Hillsdale, NJ (11 miles from Tarrytown, 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....
- New York, NY (24 miles from Tarrytown, NY)
- 4 days ago
- New York, NY (24 miles from Tarrytown, NY)
- 4 days ago
We are a global wealth management and investment banking firm serious about innovation and fresh ideas....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (16 miles from Tarrytown, NY)
- 4 days ago
- Stamford, CT (16 miles from Tarrytown, NY)
- 4 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...
Personal Banker at Broadway & 82nd
- New York, NY (24 miles from Tarrytown, NY)
- 4 days ago
- New York, NY (24 miles from Tarrytown, NY)
- 4 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....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (16 miles from Tarrytown, NY)
- 5 days ago
- Stamford, CT (16 miles from Tarrytown, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker SAFE Act - Bilingual English/Spanish Preferred - 34th Street Branch
- New York, NY (24 miles from Tarrytown, NY)
- 5 days ago
- New York, NY (24 miles from Tarrytown, NY)
- 5 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 Tarrytown, NY
Moving to Tarrytown, NY? Find some basic demographic data about Tarrytown, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tarrytown, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tarrytown, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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