Personal Banker Jobs in Valhalla, 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 - Auburndale, NY
- Flushing, NY (23 miles from Valhalla, NY)
- 3 hours ago
- Flushing, NY (23 miles from Valhalla, NY)
- 3 hours ago
Work Location: Flushing, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Institutional Banking Consultant
- Bogota, NJ (19 miles from Valhalla, NY)
- 1 day ago
- Bogota, NJ (19 miles from Valhalla, NY)
- 1 day ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
- Bogota, NJ (19 miles from Valhalla, NY)
- 1 day ago
- Bogota, NJ (19 miles from Valhalla, 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....
Bilingual Spanish Personal Banker
- Franklin Lakes, NJ (22 miles from Valhalla, NY)
- 2 days ago
- Franklin Lakes, NJ (22 miles from Valhalla, NY)
- 2 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Branch organization, you will be based in Franklin Lakes, NJ. Bilingual Fluency in both English and Spanish is preferred....
- Palisades Park, NJ (20 miles from Valhalla, NY)
- 6 days ago
- Palisades Park, NJ (20 miles from Valhalla, NY)
- 6 days ago
As a Full Time Personal Banker within PNC's Bergen Region Retail Banking organization, you will be based in Palisades Park, NJ....
- Greenwich, CT (8 miles from Valhalla, NY)
- 6 days ago
- Greenwich, CT (8 miles from Valhalla, NY)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Mount Kisco, NY Private Client Banker - Mount Kisco, NY
- Mount Kisco, NY (8 miles from Valhalla, NY)
- 6 days ago
- Mount Kisco, NY (8 miles from Valhalla, NY)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Korean Speaking
- Fort Lee, NJ (19 miles from Valhalla, NY)
- 8 days ago
- Fort Lee, NJ (19 miles from Valhalla, NY)
- 8 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Fort Lee, NJ Job Description Acquires and deepens the branch customer base through a variety of proactive sales and...
Private Client Banker - Englewood, NJ - NJ Paramus Market
- Englewood, NJ (16 miles from Valhalla, NY)
- 8 days ago
- Englewood, NJ (16 miles from Valhalla, NY)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- North Bergen, NJ (24 miles from Valhalla, NY)
- 9 days ago
- North Bergen, NJ (24 miles from Valhalla, NY)
- 9 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...
- Port Chester, NY (7 miles from Valhalla, NY)
- 9 days ago
- Port Chester, NY (7 miles from Valhalla, NY)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (8 miles from Valhalla, NY)
- 10 days ago
- Greenwich, CT (8 miles from Valhalla, NY)
- 10 days ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
Private Client Banker - Heathcote - Scarsdale, NY - Full-time
- Scarsdale, NY (5 miles from Valhalla, NY)
- 14 days ago
- Scarsdale, NY (5 miles from Valhalla, NY)
- 14 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (17 miles from Valhalla, NY)
- 14 days ago
- Paramus, NJ (17 miles from Valhalla, NY)
- 14 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
- Greenwich, CT (8 miles from Valhalla, NY)
- 15 days ago
- Greenwich, CT (8 miles from Valhalla, NY)
- 15 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice,...
Demographic Data for Valhalla, NY
Moving to Valhalla, NY? Find some basic demographic data about Valhalla, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valhalla, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valhalla, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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