Personal Banker Jobs in West Islip, 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- Huntington Station - Huntington Station, NY
- Huntington Station, NY (7 miles from West Islip, NY)
- 2 hours ago
- Huntington Station, NY (7 miles from West Islip, NY)
- 2 hours ago
Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well.As a Banking Service Professional, the Personal Banker...
Personal Banker SAFE Act - Bilingual English/Spanish Preferred- Freeport Branch
- Freeport, NY (15 miles from West Islip, NY)
- 11 hours ago
- Freeport, NY (15 miles from West Islip, NY)
- 11 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 Banker - Hauppauge, NY
- Hauppauge, NY (9 miles from West Islip, NY)
- 11 hours ago
- Hauppauge, NY (9 miles from West Islip, NY)
- 11 hours 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...
Private Client Banker - Deer Park Grand Blvd, Deer Park, NY
- Deer Park, NY (3 miles from West Islip, NY)
- 20 hours ago
- Deer Park, NY (3 miles from West Islip, NY)
- 20 hours 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...
Financial Advisor - Certification Provided
- Miller Place, NY (22 miles from West Islip, NY)
- 10 days ago
- Miller Place, NY (22 miles from West Islip, NY)
- 10 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Holtsville, NY (14 miles from West Islip, NY)
- 12 days ago
- Holtsville, NY (14 miles from West Islip, NY)
- 12 days ago
Remote Work: Hybrid Overview: At Zebra, we are a community of innovators who come together to create new ways of working to make everyday life better. United by curiosity and care, we develop...
- Plainview, NY (10 miles from West Islip, NY)
- 13 days ago
- Plainview, NY (10 miles from West Islip, NY)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Relationship Manager
- Huntingtn Sta, NY (7 miles from West Islip, NY)
- 16 days ago
- Huntingtn Sta, NY (7 miles from West Islip, NY)
- 16 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...
Personal Banker - New Hyde Park, NY
- New Hyde Park, NY (20 miles from West Islip, NY)
- 17 days ago
- New Hyde Park, NY (20 miles from West Islip, NY)
- 17 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...
- Jericho, NY (14 miles from West Islip, NY)
- 17 days ago
- Jericho, NY (14 miles from West Islip, NY)
- 17 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 (7 miles from West Islip, NY)
- 18 days ago
- Melville, NY (7 miles from West Islip, NY)
- 18 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...
Personal Banker - Queens West Area
- Queens Village, NY (23 miles from West Islip, NY)
- 21 days ago
- Queens Village, NY (23 miles from West Islip, NY)
- 21 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....
Client Relationship Manager - Marken
- Laurelton, NY (23 miles from West Islip, NY)
- 22 days ago
- Laurelton, NY (23 miles from West Islip, NY)
- 22 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
- Melville, NY (7 miles from West Islip, NY)
- 30+ days ago
- Melville, NY (7 miles from West Islip, NY)
- 30+ days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Personal Banker SAFE Act - Full-time - HOLBROOK Branch
- Holbrook, NY (13 miles from West Islip, NY)
- 30+ days ago
- Holbrook, NY (13 miles from West Islip, NY)
- 30+ 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 West Islip, NY
Moving to West Islip, NY? Find some basic demographic data about West Islip, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Islip, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Islip, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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