Personal Banker Jobs in Valley Stream, 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.
- Hackensack, NJ (23 miles from Valley Stream, NY)
- 4 hours ago
- Hackensack, NJ (23 miles from Valley Stream, NY)
- 4 hours ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Personal Banker SAFE Act - South Ozone Park Branch
- Jamaica, NY (5 miles from Valley Stream, NY)
- 10 hours ago
- Jamaica, NY (5 miles from Valley Stream, NY)
- 10 hours 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....
Private Client Financial Advisor - Midtown NYC
- New York, NY (16 miles from Valley Stream, NY)
- 19 hours ago
- New York, NY (16 miles from Valley Stream, NY)
- 19 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Huntingtn Sta, NY (20 miles from Valley Stream, NY)
- 1 day ago
- Huntingtn Sta, NY (20 miles from Valley Stream, NY)
- 1 day ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Personal Banker - New Hyde Park, NY
- New Hyde Park, NY (4 miles from Valley Stream, NY)
- 2 days ago
- New Hyde Park, NY (4 miles from Valley Stream, NY)
- 2 days ago
Personal Banker - Hyde Park, NY Valley National Bank $17.31 - $28.85 / hr paid time off United States, York, Hyde Park 699 Hillside Avenue (Show on map) Jun 26, 2025 Back Personal Banker #25-459 Hyde...
Personal Banker SAFE Act - South Ozone Park Branch
- South Ozone Park, NY (6 miles from Valley Stream, NY)
- 2 days ago
- South Ozone Park, NY (6 miles from Valley Stream, NY)
- 2 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....
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (20 miles from Valley Stream, NY)
- 2 days ago
- Huntington Station, NY (20 miles from Valley Stream, NY)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Jericho, NY (11 miles from Valley Stream, NY)
- 2 days ago
- Jericho, NY (11 miles from Valley Stream, NY)
- 2 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....
Private Client Relationship Manager
- Melville, NY (17 miles from Valley Stream, NY)
- 3 days ago
- Melville, NY (17 miles from Valley Stream, NY)
- 3 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Private Client Banker - New Build - Boerum Hill - Brooklyn, NY
- Brooklyn, NY (15 miles from Valley Stream, NY)
- 3 days ago
- Brooklyn, NY (15 miles from Valley Stream, NY)
- 3 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...
- Leonia, NJ (19 miles from Valley Stream, NY)
- 3 days ago
- Leonia, NJ (19 miles from Valley Stream, NY)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Brooklyn, NY (15 miles from Valley Stream, NY)
- 3 days ago
- Brooklyn, NY (15 miles from Valley Stream, 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....
Institutional Banking Consultant
- Bogota, NJ (21 miles from Valley Stream, NY)
- 3 days ago
- Bogota, NJ (21 miles from Valley Stream, NY)
- 3 days 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...
Financial Advisor - Auburndale, NY
- Flushing, NY (8 miles from Valley Stream, NY)
- 3 days ago
- Flushing, NY (8 miles from Valley Stream, NY)
- 3 days ago
management business development techniques, products, services and overall industry....
Personal Banker SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- Queens Village, NY (4 miles from Valley Stream, NY)
- 3 days ago
- Queens Village, NY (4 miles from Valley Stream, NY)
- 3 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 Valley Stream, NY
Moving to Valley Stream, NY? Find some basic demographic data about Valley Stream, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valley Stream, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valley Stream, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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