Personal Banker Jobs in Yonkers, 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.
- Great Neck, NY (15 miles from Yonkers, NY)
- 1 hour ago
- Great Neck, NY (15 miles from Yonkers, NY)
- 1 hour 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 Bilingual Rye brook
- Rye Brook, NY (11 miles from Yonkers, NY)
- 1 hour ago
- Rye Brook, NY (11 miles from Yonkers, NY)
- 1 hour 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 (15 miles from Yonkers, NY)
- 4 hours ago
- New York, NY (15 miles from Yonkers, NY)
- 4 hours 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 Associate I - Mt. Vernon, IN
- Mount Vernon, NY (4 miles from Yonkers, NY)
- 21 hours ago
- Mount Vernon, NY (4 miles from Yonkers, NY)
- 21 hours ago
Personal Banker Associate I - Mt....
Private Client Banker - Broadway and 79th St. - New York, NY
- New York, NY (15 miles from Yonkers, NY)
- 1 day ago
- New York, NY (15 miles from Yonkers, NY)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- New York, NY (15 miles from Yonkers, NY)
- 1 day ago
- New York, NY (15 miles from Yonkers, NY)
- 1 day ago
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...
Personal Banker - Fairfield, NJ
- Fairfield, NJ (22 miles from Yonkers, NY)
- 2 days ago
- Fairfield, NJ (22 miles from Yonkers, NY)
- 2 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Cliffside Park, NJ (10 miles from Yonkers, NY)
- 2 days ago
- Cliffside Park, NJ (10 miles from Yonkers, 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....
Personal Banker Delaware South Area
- Newark, NJ (21 miles from Yonkers, NY)
- 2 days ago
- Newark, NJ (21 miles from Yonkers, NY)
- 2 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....
Personal Banker SAFE Act - B10 - GARDEN CITY PARK
- Garden City Park, NY (17 miles from Yonkers, NY)
- 2 days ago
- Garden City Park, NY (17 miles from Yonkers, 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....
Private Client Banker - Broadway & 32nd New York, NY ( English/Korean )
- New York, NY (15 miles from Yonkers, NY)
- 2 days ago
- New York, NY (15 miles from Yonkers, NY)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Hudson Valley (Returning Intern)
- Nanuet, NY (11 miles from Yonkers, NY)
- 2 days ago
- Nanuet, NY (11 miles from Yonkers, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Bilingual Spanish North Elizabeth Branch
- Elizabeth, NJ (24 miles from Yonkers, NY)
- 2 days ago
- Elizabeth, NJ (24 miles from Yonkers, NY)
- 2 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....
Business Consulting-Core Banking Consultant
- New York, NY (15 miles from Yonkers, NY)
- 2 days ago
- New York, NY (15 miles from Yonkers, NY)
- 2 days ago
No C2C.Only on W2 Accepted. Business Consulting-Core Banking Consultant to join our team in New York, NY [One Day/week onsite is must]. Required Qualifications: 5 + years of IT experience English...
Financial Advisor - Northern New Jersey
- Fair Lawn, NJ (12 miles from Yonkers, NY)
- 2 days ago
- Fair Lawn, NJ (12 miles from Yonkers, NY)
- 2 days 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 WorkDemographic Data for Yonkers, NY
Moving to Yonkers, NY? Find some basic demographic data about Yonkers, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Yonkers, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Yonkers, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- 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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