Personal Banker Jobs in Hicksville, 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 - Borough Park/Brooklyn, NY
- New York, NY (24 miles from Hicksville, NY)
- 15 hours ago
- New York, NY (24 miles from Hicksville, NY)
- 15 hours ago
management business development techniques, products, services and overall industry....
- Rye Brook, NY (19 miles from Hicksville, NY)
- 20 hours ago
- Rye Brook, NY (19 miles from Hicksville, NY)
- 20 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....
- New York, NY (24 miles from Hicksville, NY)
- 2 days ago
- New York, NY (24 miles from Hicksville, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
- New York, NY (24 miles from Hicksville, NY)
- 3 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....
Financial Advisor-Fairfield County/Greenwich, CT
- Greenwich, CT (19 miles from Hicksville, NY)
- 3 days ago
- Greenwich, CT (19 miles from Hicksville, NY)
- 3 days ago
management business development techniques, products, services and overall industry....
Personal Banker Bilingual Getty Square
- Yonkers, NY (22 miles from Hicksville, NY)
- 3 days ago
- Yonkers, NY (22 miles from Hicksville, 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....
Personal Banker North White Plains
- White Plains, NY (22 miles from Hicksville, NY)
- 3 days ago
- White Plains, NY (22 miles from Hicksville, 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 - Downtown Brooklyn
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker - Brooklyn West Area
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
- New York, NY (24 miles from Hicksville, 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....
- Greenwich, CT (19 miles from Hicksville, NY)
- 3 days ago
- Greenwich, CT (19 miles from Hicksville, NY)
- 3 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...
Merrill Team Financial Advisor
- White Plains, NY (22 miles from Hicksville, NY)
- 4 days ago
- White Plains, NY (22 miles from Hicksville, NY)
- 4 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....
Private Client Banker - Empire State - New York, NY
- New York, NY (24 miles from Hicksville, NY)
- 4 days ago
- New York, NY (24 miles from Hicksville, NY)
- 4 days ago
JobID: 210617227 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-14T20:11:29+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
- Ronkonkoma, NY (18 miles from Hicksville, NY)
- 4 days ago
- Ronkonkoma, NY (18 miles from Hicksville, 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....
Private Client Relationship Manager
- Bronxville, NY (19 miles from Hicksville, NY)
- 4 days ago
- Bronxville, NY (19 miles from Hicksville, NY)
- 4 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
Private Client Financial Advisor - Upper Manhattan, NYC
- New York, NY (24 miles from Hicksville, NY)
- 5 days ago
- New York, NY (24 miles from Hicksville, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Hicksville, NY
Moving to Hicksville, NY? Find some basic demographic data about Hicksville, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hicksville, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hicksville, 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
- 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
- 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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