Personal Banker Jobs in Huntington, 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 - Auburndale, NY
- Auburndale, NY (21 miles from Huntington, NY)
- 1 hour ago
- Auburndale, NY (21 miles from Huntington, NY)
- 1 hour ago
Work Location: Flushing, 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 (15 miles from Huntington, NY)
- 13 hours ago
- Greenwich, CT (15 miles from Huntington, NY)
- 13 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....
- Hempstead, NY (14 miles from Huntington, NY)
- 13 hours ago
- Hempstead, NY (14 miles from Huntington, NY)
- 13 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....
Personal Banker - Greenburgh Branch
- White Plains, NY (23 miles from Huntington, NY)
- 13 hours ago
- White Plains, NY (23 miles from Huntington, NY)
- 13 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....
- Melville, NY (6 miles from Huntington, NY)
- 1 day ago
- Melville, NY (6 miles from Huntington, NY)
- 1 day 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 Work- New Hyde Park, NY (16 miles from Huntington, NY)
- 2 days ago
- New Hyde Park, NY (16 miles from Huntington, NY)
- 2 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 Banker - Westport Main St - Westport, CT
- Westport, CT (18 miles from Huntington, NY)
- 2 days ago
- Westport, CT (18 miles from Huntington, NY)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker - Bilingual Spanish
- Port Chester, NY (17 miles from Huntington, NY)
- 4 days ago
- Port Chester, NY (17 miles from Huntington, NY)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Northern Westchester
- Thornwood, NY (24 miles from Huntington, NY)
- 6 days ago
- Thornwood, NY (24 miles from Huntington, NY)
- 6 days ago
Wells Fargo Personal Banker Northern Westchester in THORNWOOD , New York Why Wells Fargo: Are you looking for more? Find it here....
Bilingual Personal Banker Nassau County
- Ronkonkoma, NY (13 miles from Huntington, NY)
- 7 days ago
- Ronkonkoma, NY (13 miles from Huntington, NY)
- 7 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....
- West Babylon, NY (11 miles from Huntington, NY)
- 7 days ago
- West Babylon, NY (11 miles from Huntington, NY)
- 7 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Financial Advisor Development Program
- Norwalk, CT (17 miles from Huntington, NY)
- 8 days ago
- Norwalk, CT (17 miles from Huntington, NY)
- 8 days ago
FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a...
Personal Banker SAFE Act - Forest Hills Branch
- Forest Hills, NY (24 miles from Huntington, NY)
- 8 days ago
- Forest Hills, NY (24 miles from Huntington, NY)
- 8 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....
Personal Banker SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- Flushing, NY (23 miles from Huntington, NY)
- 8 days ago
- Flushing, NY (23 miles from Huntington, NY)
- 8 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....
Financial Advisor Training Provided
- Melville, NY (6 miles from Huntington, NY)
- 11 days ago
- Melville, NY (6 miles from Huntington, NY)
- 11 days ago
Calling all Long Island Residents! ** SFA Agency is looking for highly successful individuals to join our team of financial sales professionals. A career with our team allows you the opportunity...
Demographic Data for Huntington, NY
Moving to Huntington, NY? Find some basic demographic data about Huntington, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntington, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntington, 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
- 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
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