Personal Banker Jobs in Islip, 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.
- Medford, NY (14 miles from Islip, NY)
- 4 hours ago
- Medford, NY (14 miles from Islip, NY)
- 4 hours ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Financial Advisor - Farmingville, NY
- Melville, NY (10 miles from Islip, NY)
- 4 hours ago
- Melville, NY (10 miles from Islip, NY)
- 4 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...
- Hempstead, NY (20 miles from Islip, NY)
- 1 day ago
- Hempstead, NY (20 miles from Islip, 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....
- Melville, NY (10 miles from Islip, NY)
- 1 day ago
- Melville, NY (10 miles from Islip, 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 (24 miles from Islip, NY)
- 2 days ago
- New Hyde Park, NY (24 miles from Islip, 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....
Bilingual Personal Banker Nassau County
- Ronkonkoma, NY (5 miles from Islip, NY)
- 8 days ago
- Ronkonkoma, NY (5 miles from Islip, NY)
- 8 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....
Merrill Market Client Relationship Manager
- Melville, NY (10 miles from Islip, NY)
- 13 days ago
- Melville, NY (10 miles from Islip, NY)
- 13 days ago
Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working...
Private Client Relationship Manager
- Huntingtn Sta, NY (9 miles from Islip, NY)
- 23 days ago
- Huntingtn Sta, NY (9 miles from Islip, NY)
- 23 days ago
Location: Hybrid, Melville or Jersey City offices are preferable (if NYC office, will need to go to Melville occasionally). Position Overview: The Relationship Manager in EPIC Private Client is...
Personal Banker SAFE Act - New Hyde Park Branch
- New Hyde Park, NY (24 miles from Islip, NY)
- 23 days ago
- New Hyde Park, NY (24 miles from Islip, NY)
- 23 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....
- Bethpage, NY (14 miles from Islip, NY)
- 30+ days ago
- Bethpage, NY (14 miles from Islip, NY)
- 30+ 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...
Private Client Banker - Greenvale, NY
- Greenvale, NY (22 miles from Islip, NY)
- 45+ days ago
- Greenvale, NY (22 miles from Islip, NY)
- 45+ 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...
Private Client Banker - Smithaven Branch - Long Island, NY
- Lake Grove, NY (10 miles from Islip, NY)
- 45+ days ago
- Lake Grove, NY (10 miles from Islip, NY)
- 45+ 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 SAFE Act - Bilingual in Spanish Preferred - Full-time - LINDENHURST
- Lindenhurst, NY (8 miles from Islip, NY)
- 45+ days ago
- Lindenhurst, NY (8 miles from Islip, NY)
- 45+ 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....
- Hauppauge, NY (5 miles from Islip, NY)
- 60+ days ago
- Hauppauge, NY (5 miles from Islip, NY)
- 60+ 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...
Personal Banker- Huntington Station
- Huntington Station, NY (9 miles from Islip, NY)
- 90+ days ago
- Huntington Station, NY (9 miles from Islip, NY)
- 90+ 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....
Demographic Data for Islip, NY
Moving to Islip, NY? Find some basic demographic data about Islip, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Islip, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Islip, 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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