Personal Banker Jobs in Long Island 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.
- Northwestern Mutual - Paramus
- Paramus, NJ (15 miles from Long Island City, NY)
- 3 days ago
- Northwestern Mutual - Paramus
- Paramus, NJ (15 miles from Long Island City, NY)
- 3 days ago
Join us as a Financial Advisor in PARAMUS at Northwestern Mutual. Embark on a rewarding career with Northwestern Mutual, where success is mutual. By bringing your talent, dedication, and...
Financial Advisor - Entry Level
- Secaucus, NJ (7 miles from Long Island City, NY)
- 1 hour ago
- Secaucus, NJ (7 miles from Long Island City, NY)
- 1 hour 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 (3 miles from Long Island City, NY)
- 4 hours ago
- New York, NY (3 miles from Long Island City, NY)
- 4 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 - Auburndale, NY
- Flushing, NY (5 miles from Long Island City, NY)
- 5 hours ago
- Flushing, NY (5 miles from Long Island City, NY)
- 5 hours 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...
Private Client Financial Advisor - Canal Street, Manhattan
- Perth Amboy, NJ (23 miles from Long Island City, NY)
- 9 hours ago
- Perth Amboy, NJ (23 miles from Long Island City, NY)
- 9 hours ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Hempstead, NY (17 miles from Long Island City, NY)
- 1 day ago
- Hempstead, NY (17 miles from Long Island 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 (21 miles from Long Island City, NY)
- 1 day ago
- White Plains, NY (21 miles from Long Island 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....
Personal Banker Supervisor - Summit, NJ
- Summit, NJ (22 miles from Long Island City, NY)
- 1 day ago
- Summit, NJ (22 miles from Long Island City, NY)
- 1 day ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Summit, NJ (22 miles from Long Island City, NY)
- 1 day ago
- Summit, NJ (22 miles from Long Island City, NY)
- 1 day ago
The Personal Banker will work with the branch team and partners to attain the branch strategic goals....
Client Relationship Manager - Commercial Banking
- New York, NY (3 miles from Long Island City, NY)
- 1 day ago
- New York, NY (3 miles from Long Island 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 (6 miles from Long Island City, NY)
- 1 day ago
- Ozone Park, NY (6 miles from Long Island 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....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (18 miles from Long Island City, NY)
- 1 day ago
- Westwood, NJ (18 miles from Long Island City, NY)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Financial Advisor Full-Time Paramus, NJ and Farmington, CT
- Paramus, NJ (15 miles from Long Island City, NY)
- 2 days ago
- Paramus, NJ (15 miles from Long Island City, NY)
- 2 days ago
Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company,...
- Hoboken, NJ (4 miles from Long Island City, NY)
- 2 days ago
- Hoboken, NJ (4 miles from Long Island 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...
Vice President, Financial Advisor (Partner Programs)
- New York, NY (3 miles from Long Island City, NY)
- 2 days ago
- New York, NY (3 miles from Long Island 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 WorkDemographic Data for Long Island City, NY
Moving to Long Island City, NY? Find some basic demographic data about Long Island City, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Long Island City, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Long Island 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
- 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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