Personal Banker Jobs in Garden City, 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 - Greenburgh Branch
- White Plains, NY (22 miles from Garden City, NY)
- moments ago
- White Plains, NY (22 miles from Garden City, NY)
- moments 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 - Entry Level
- Secaucus, NJ (22 miles from Garden City, NY)
- 2 hours ago
- Secaucus, NJ (22 miles from Garden City, NY)
- 2 hours ago
Financial Advisor - Entry Level at Equitable Advisors Financial Advisor - Entry Level at Equitable Advisors in Secaucus, New Jersey Posted in Other 14 days ago. Type: full-time Job Description:...
Personal Banker SAFE Act - Union Square Flagship Branch
- New York, NY (18 miles from Garden City, NY)
- 5 hours ago
- New York, NY (18 miles from Garden City, NY)
- 5 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....
Financial Advisor - Farmingville, NY
- Melville, NY (12 miles from Garden City, NY)
- 6 hours ago
- Melville, NY (12 miles from Garden City, NY)
- 6 hours 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...
Personal Banker Southern Connecticut
- Greenwich, CT (21 miles from Garden City, NY)
- 1 day ago
- Greenwich, CT (21 miles from Garden City, NY)
- 1 day 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....
- Hempstead, NY (1 mile from Garden City, NY)
- 1 day ago
- Hempstead, NY (1 mile from Garden City, NY)
- 1 day 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 - Greenburgh Branch
- White Plains, NY (23 miles from Garden City, NY)
- 1 day ago
- White Plains, NY (23 miles from Garden City, 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....
Client Relationship Manager - Commercial Banking
- New York, NY (18 miles from Garden City, NY)
- 1 day ago
- New York, NY (18 miles from Garden City, NY)
- 1 day 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 (11 miles from Garden City, NY)
- 1 day ago
- Ozone Park, NY (11 miles from Garden City, NY)
- 1 day 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 (20 miles from Garden City, NY)
- 2 days ago
- Hoboken, NJ (20 miles from Garden City, 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 (12 miles from Garden City, NY)
- 2 days ago
- Melville, NY (12 miles from Garden City, 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 WorkVice President, Financial Advisor (Partner Programs)
- New York, NY (18 miles from Garden City, NY)
- 2 days ago
- New York, NY (18 miles from Garden City, NY)
- 2 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Remote WorkRoving Personal Banker Bilingual Spanish Hudson County District
- Bayonne, NJ (24 miles from Garden City, NY)
- 2 days ago
- Bayonne, NJ (24 miles from Garden City, NY)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Fifth Ave and 27th Street - New York, NY
- New York, NY (18 miles from Garden City, NY)
- 2 days ago
- New York, NY (18 miles from Garden City, NY)
- 2 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 (18 miles from Garden City, NY)
- 2 days ago
- New York, NY (18 miles from Garden City, NY)
- 2 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...
Demographic Data for Garden City, NY
Moving to Garden City, NY? Find some basic demographic data about Garden City, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Garden City, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Garden City, 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
- Account Opening
- 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »