Personal Banker Jobs in Great Neck, 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 - Career Change Opportunity
- Staten Island, NY (22 miles from Great Neck, NY)
- 1 day ago
- Staten Island, NY (22 miles from Great Neck, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Paid Training Provided
- Fresh Meadows, NY (4 miles from Great Neck, NY)
- 9 days ago
- Fresh Meadows, NY (4 miles from Great Neck, NY)
- 9 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor Associate - R25_0000001565
- Saddle Brook, NJ (22 miles from Great Neck, NY)
- 3 hours ago
- Saddle Brook, NJ (22 miles from Great Neck, NY)
- 3 hours ago
Full Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused...
Corporate Banking Department-Customer Relationship Manager AVP/Associate
- New York, NY (14 miles from Great Neck, NY)
- 3 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 3 hours ago
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our...
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Personal Banker Upper Manhattan
- New York, NY (14 miles from Great Neck, NY)
- 6 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 6 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....
Vice President, Client Relationship Manager
- New York, NY (14 miles from Great Neck, NY)
- 7 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 7 hours ago
About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active...
Personal Banker at Borough Park
- Brooklyn, NY (15 miles from Great Neck, NY)
- 1 day ago
- Brooklyn, NY (15 miles from Great Neck, 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 at Broadway & Dey
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, 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....
- Staten Island, NY (22 miles from Great Neck, NY)
- 1 day ago
- Staten Island, NY (22 miles from Great Neck, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker- Fox Chase Banking Office
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
banking, cash management and trust and wealth management....
Personal Banker Bilingual Getty Square
- Yonkers, NY (15 miles from Great Neck, NY)
- 2 days ago
- Yonkers, NY (15 miles from Great Neck, 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....
- Woodbury, NY (13 miles from Great Neck, NY)
- 2 days ago
- Woodbury, NY (13 miles from Great Neck, 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....
Financial Advisor - Certification Provided
- Fresh Meadows, NY (4 miles from Great Neck, NY)
- 3 days ago
- Fresh Meadows, NY (4 miles from Great Neck, NY)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - Manhattan Square Area - On-Site
- New York, NY (14 miles from Great Neck, NY)
- 3 days ago
- New York, NY (14 miles from Great Neck, 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....
Retail - Client Relationship Manager CRM
- Teaneck, NJ (17 miles from Great Neck, NY)
- 3 days ago
- Teaneck, NJ (17 miles from Great Neck, NY)
- 3 days ago
Retail - Client Relationship Manager - Associate Director Location: New Jersey (must live or be willing to relocate) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading...
Demographic Data for Great Neck, NY
Moving to Great Neck, NY? Find some basic demographic data about Great Neck, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Great Neck, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Great Neck, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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