Personal Banker Jobs in Valley Cottage, 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 - Hudson Valley (Returning Intern)
- Nanuet, NY (4 miles from Valley Cottage, NY)
- 6 hours ago
- Nanuet, NY (4 miles from Valley Cottage, NY)
- 6 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Northern New Jersey
- Fair Lawn, NJ (16 miles from Valley Cottage, NY)
- 9 hours ago
- Fair Lawn, NJ (16 miles from Valley Cottage, NY)
- 9 hours ago
Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the...
Remote WorkInstitutional Banking Consultant
- Bogota, NJ (17 miles from Valley Cottage, NY)
- 1 day ago
- Bogota, NJ (17 miles from Valley Cottage, 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 (17 miles from Valley Cottage, NY)
- 1 day ago
- Bogota, NJ (17 miles from Valley Cottage, 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 (16 miles from Valley Cottage, NY)
- 3 days ago
- Franklin Lakes, NJ (16 miles from Valley Cottage, NY)
- 3 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 (19 miles from Valley Cottage, NY)
- 7 days ago
- Palisades Park, NJ (19 miles from Valley Cottage, NY)
- 7 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 (16 miles from Valley Cottage, NY)
- 7 days ago
- Greenwich, CT (16 miles from Valley Cottage, NY)
- 7 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 (12 miles from Valley Cottage, NY)
- 7 days ago
- Mount Kisco, NY (12 miles from Valley Cottage, NY)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Senior Personal Banker - Little Falls - Full-Time
- Little Falls, NJ (22 miles from Valley Cottage, NY)
- 8 days ago
- Little Falls, NJ (22 miles from Valley Cottage, NY)
- 8 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker Korean Speaking
- Fort Lee, NJ (19 miles from Valley Cottage, NY)
- 9 days ago
- Fort Lee, NJ (19 miles from Valley Cottage, NY)
- 9 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 Valley Cottage, NY)
- 9 days ago
- Englewood, NJ (16 miles from Valley Cottage, NY)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- North Bergen, NJ (23 miles from Valley Cottage, NY)
- 9 days ago
- North Bergen, NJ (23 miles from Valley Cottage, 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 (14 miles from Valley Cottage, NY)
- 10 days ago
- Port Chester, NY (14 miles from Valley Cottage, NY)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (16 miles from Valley Cottage, NY)
- 10 days ago
- Greenwich, CT (16 miles from Valley Cottage, 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...
Senior Personal Banker - Nutley - Full-time
- Nutley, NJ (23 miles from Valley Cottage, NY)
- 14 days ago
- Nutley, NJ (23 miles from Valley Cottage, NY)
- 14 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Demographic Data for Valley Cottage, NY
Moving to Valley Cottage, NY? Find some basic demographic data about Valley Cottage, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valley Cottage, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valley Cottage, 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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