Personal Banker Jobs in Commack, 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.
Financial Advisor-Fairfield County/Greenwich, CT
- Greenwich, CT (22 miles from Commack, NY)
- 2 days ago
- Greenwich, CT (22 miles from Commack, NY)
- 2 days ago
management business development techniques, products, services and overall industry....
- Greenwich, CT (22 miles from Commack, NY)
- 2 days ago
- Greenwich, CT (22 miles from Commack, NY)
- 2 days ago
Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor...
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (13 miles from Commack, NY)
- 3 days ago
- Port Jefferson, NY (13 miles from Commack, NY)
- 3 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Personal Banker - Fairfield Branch - Bilingual Spanish Speaking Preferred
- Fairfield, CT (23 miles from Commack, NY)
- 3 days ago
- Fairfield, CT (23 miles from Commack, 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....
- Medford, NY (15 miles from Commack, NY)
- 3 days ago
- Medford, NY (15 miles from Commack, NY)
- 3 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Ronkonkoma, NY (6 miles from Commack, NY)
- 3 days ago
- Ronkonkoma, NY (6 miles from Commack, 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....
Private Client Financial Advisor - Manhasset, Long Island
- Manhasset, NY (21 miles from Commack, NY)
- 4 days ago
- Manhasset, NY (21 miles from Commack, NY)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Westbury, NY (16 miles from Commack, NY)
- 4 days ago
- Westbury, NY (16 miles from Commack, NY)
- 4 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- Huntington Station
- Huntington Station, NY (4 miles from Commack, NY)
- 4 days ago
- Huntington Station, NY (4 miles from Commack, NY)
- 4 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 Financial Advisor - Greenwich/Stamford CT - Rye NY
- Greenwich, CT (22 miles from Commack, NY)
- 4 days ago
- Greenwich, CT (22 miles from Commack, NY)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Rye, NY (23 miles from Commack, NY)
- 4 days ago
- Rye, NY (23 miles from Commack, NY)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Retail Personal Banker ll - Northwest areas of Cincinnati
- Fairfield, CT (23 miles from Commack, NY)
- 7 days ago
- Fairfield, CT (23 miles from Commack, NY)
- 7 days ago
Banker job family....
Sr. Private Client Relationship Manager
- Darien, CT (19 miles from Commack, NY)
- 9 days ago
- Darien, CT (19 miles from Commack, NY)
- 9 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (22 miles from Commack, NY)
- 11 days ago
- Greenwich, CT (22 miles from Commack, NY)
- 11 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...
Retail Personal Banker l - Northwest areas of Cincinnati
- Fairfield, CT (23 miles from Commack, NY)
- 18 days ago
- Fairfield, CT (23 miles from Commack, NY)
- 18 days ago
Banker job family....
Demographic Data for Commack, NY
Moving to Commack, NY? Find some basic demographic data about Commack, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Commack, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Commack, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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