Personal Banker Jobs in Nassau, 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
- Troy, NY (15 miles from Nassau, NY)
- 4 days ago
- Troy, NY (15 miles from Nassau, NY)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Albany, NY (18 miles from Nassau, NY)
- 3 days ago
- Albany, NY (18 miles from Nassau, NY)
- 3 days ago
We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team...
- Troy, NY (15 miles from Nassau, NY)
- 4 days ago
- Troy, NY (15 miles from Nassau, NY)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Valatie, NY (8 miles from Nassau, NY)
- 5 days ago
- Valatie, NY (8 miles from Nassau, NY)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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- Albany, NY (18 miles from Nassau, NY)
- 9 days ago
- Albany, NY (18 miles from Nassau, NY)
- 9 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Private Client Financial Advisor - Albany, NY
- Delmar, NY (15 miles from Nassau, NY)
- 30+ days ago
- Delmar, NY (15 miles from Nassau, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Albany, NY
- Clifton Park, NY (24 miles from Nassau, NY)
- 30+ days ago
- Clifton Park, NY (24 miles from Nassau, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Albany, NY
- East Greenbush, NY (5 miles from Nassau, NY)
- 30+ days ago
- East Greenbush, NY (5 miles from Nassau, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Albany, NY (18 miles from Nassau, NY)
- 30+ days ago
- Albany, NY (18 miles from Nassau, NY)
- 30+ days ago
Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. We want to help you grow your business...
- Albany, NY (18 miles from Nassau, NY)
- 60+ days ago
- Albany, NY (18 miles from Nassau, NY)
- 60+ days ago
Work proactively to develop and grow the Wealth Management group for Broadview....
Demographic Data for Nassau, NY
Moving to Nassau, NY? Find some basic demographic data about Nassau, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Nassau, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Nassau, 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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