Personal Banker Jobs in Baldwin, 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 SAFE Act - Union Square Flagship Branch
- New York, NY (21 miles from Baldwin, NY)
- 1 day ago
- New York, NY (21 miles from Baldwin, NY)
- 1 day 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....
Financial Advisor - Farmingville, NY
- Melville, NY (13 miles from Baldwin, NY)
- 1 day ago
- Melville, NY (13 miles from Baldwin, NY)
- 1 day ago
Work Location: Melville, 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...
Financial Advisor - Career Change Opportunity
- Fresh Meadows, NY (11 miles from Baldwin, NY)
- 1 day ago
- Fresh Meadows, NY (11 miles from Baldwin, NY)
- 1 day ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Hempstead, NY (4 miles from Baldwin, NY)
- 2 days ago
- Hempstead, NY (4 miles from Baldwin, 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....
Client Relationship Manager - Commercial Banking
- New York, NY (21 miles from Baldwin, NY)
- 2 days ago
- New York, NY (21 miles from Baldwin, NY)
- 2 days ago
Client Relationship Manager Commercial Banking Division Rapidly growing market-leader with an Industry-tailored product used by hundreds of the worlds top banks Outstanding, team-oriented Client...
- Ozone Park, NY (12 miles from Baldwin, NY)
- 2 days ago
- Ozone Park, NY (12 miles from Baldwin, 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....
- Hoboken, NJ (22 miles from Baldwin, NY)
- 2 days ago
- Hoboken, NJ (22 miles from Baldwin, NY)
- 2 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
- Melville, NY (13 miles from Baldwin, NY)
- 2 days ago
- Melville, NY (13 miles from Baldwin, NY)
- 2 days ago
Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better...
Remote WorkPrivate Client Banker - Fifth Ave and 27th Street - New York, NY
- New York, NY (21 miles from Baldwin, NY)
- 3 days ago
- New York, NY (21 miles from Baldwin, NY)
- 3 days ago
Id : 210606195, Title : Private Client Banker - Fifth Ave and 27th Street - New York, NY, Category : Private Client Bankers, RequisitionType : Professional, JobGrade : null, RequisitionId :...
Licensed Private Client Banker- Whitestown
- New York, NY (21 miles from Baldwin, NY)
- 3 days ago
- New York, NY (21 miles from Baldwin, NY)
- 3 days ago
Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Weehawken, NJ (22 miles from Baldwin, NY)
- 3 days ago
- Weehawken, NJ (22 miles from Baldwin, NY)
- 3 days ago
Ready to take your career to the next level? As a Financial Advisor on the Annuity Team in the Wealth Advice Center (WAC), you will help clients plan for long-term financial security by providing...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Weehawken, NJ (22 miles from Baldwin, NY)
- 3 days ago
- Weehawken, NJ (22 miles from Baldwin, NY)
- 3 days ago
Ready to take your career to the next level? As a Financial Advisor on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex process of...
Bilingual Personal Banker Union City 7th Street
- Union City, NJ (23 miles from Baldwin, NY)
- 4 days ago
- Union City, NJ (23 miles from Baldwin, NY)
- 4 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 Associate I - Bench - Northern Cincinnati
- New York, NY (21 miles from Baldwin, NY)
- 4 days ago
- New York, NY (21 miles from Baldwin, NY)
- 4 days ago
Banker job family....
Financial Advisor, Truist Investment Services, New York, NY
- New York, NY (21 miles from Baldwin, NY)
- 7 days ago
- New York, NY (21 miles from Baldwin, NY)
- 7 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Demographic Data for Baldwin, NY
Moving to Baldwin, NY? Find some basic demographic data about Baldwin, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Baldwin, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Baldwin, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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