Personal Banker Jobs in Edgewood, 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 - Teachers Federal Credit Union
- Port Jefferson, NY (15 miles from Edgewood, NY)
- 4 days ago
- Port Jefferson, NY (15 miles from Edgewood, NY)
- 4 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...
- Medford, NY (14 miles from Edgewood, NY)
- 5 days ago
- Medford, NY (14 miles from Edgewood, NY)
- 5 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Ronkonkoma, NY (4 miles from Edgewood, NY)
- 5 days ago
- Ronkonkoma, NY (4 miles from Edgewood, NY)
- 5 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....
- Westbury, NY (17 miles from Edgewood, NY)
- 6 days ago
- Westbury, NY (17 miles from Edgewood, NY)
- 6 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 (6 miles from Edgewood, NY)
- 6 days ago
- Huntington Station, NY (6 miles from Edgewood, NY)
- 6 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
- Stamford, CT (24 miles from Edgewood, NY)
- 6 days ago
- Stamford, CT (24 miles from Edgewood, NY)
- 6 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Sr. Private Client Relationship Manager
- Darien, CT (23 miles from Edgewood, NY)
- 11 days ago
- Darien, CT (23 miles from Edgewood, NY)
- 11 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,...
Merrill Experienced Financial Advisor
- Garden City, NY (20 miles from Edgewood, NY)
- 26 days ago
- Garden City, NY (20 miles from Edgewood, NY)
- 26 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - Hicksville, NY
- Melville, NY (7 miles from Edgewood, NY)
- 30+ days ago
- Melville, NY (7 miles from Edgewood, NY)
- 30+ days ago
management business development techniques, products, services and overall industry....
Merrill Market Client Relationship Manager
- Melville, NY (7 miles from Edgewood, NY)
- 45+ days ago
- Melville, NY (7 miles from Edgewood, NY)
- 45+ days ago
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates...
- Bethpage, NY (12 miles from Edgewood, NY)
- 60+ days ago
- Bethpage, NY (12 miles from Edgewood, NY)
- 60+ days ago
FourLeaf Federal Credit Union has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business and they...
- Hauppauge, NY (4 miles from Edgewood, NY)
- 90+ days ago
- Hauppauge, NY (4 miles from Edgewood, NY)
- 90+ days ago
can successfully obtain a notary commission in the state where you work within six months of starting in the role required Banking products, cross-selling, member onboarding, new account openings, retail...
Demographic Data for Edgewood, NY
Moving to Edgewood, NY? Find some basic demographic data about Edgewood, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edgewood, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edgewood, 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
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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