Personal Banker Jobs in New York 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.
Personal Banker - West Orange - Full-time
- West Orange, NJ (14 miles from New York City, NY)
- 3 hours ago
- West Orange, NJ (14 miles from New York City, NY)
- 3 hours ago
office conditions in a retail-banking establishment....
- Paterson, NJ (16 miles from New York City, NY)
- 1 day ago
- Paterson, NJ (16 miles from New York City, NY)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- New York, NY (2 miles from New York City, NY)
- 2 days ago
- New York, NY (2 miles from New York City, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - Bergen East Market, NJ
- Paramus, NJ (16 miles from New York City, NY)
- 2 days ago
- Paramus, NJ (16 miles from New York City, 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...
- Nutley, NJ (10 miles from New York City, NY)
- 2 days ago
- Nutley, NJ (10 miles from New York City, NY)
- 2 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....
Entry Level - Financial Advisor - NJ, Woodbridge (5078)
- Woodbridge, NJ (18 miles from New York City, NY)
- 2 days ago
- Woodbridge, NJ (18 miles from New York City, NY)
- 2 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- New York, NY (2 miles from New York City, NY)
- 2 days ago
- New York, NY (2 miles from New York City, 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....
Personal Banker Bilingual Getty Square
- Yonkers, NY (17 miles from New York City, NY)
- 2 days ago
- Yonkers, NY (17 miles from New York City, NY)
- 2 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 (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, NY)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Totowa, NJ (16 miles from New York City, NY)
- 3 days ago
- Totowa, NJ (16 miles from New York City, 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 - Brooklyn West Area
- New York, NY (2 miles from New York City, NY)
- 3 days ago
- New York, NY (2 miles from New York City, 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....
Private Client Banker - Empire State - New York, NY
- New York, NY (2 miles from New York City, NY)
- 4 days ago
- New York, NY (2 miles from New York City, 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...
Private Client Relationship Manager
- Bronxville, NY (18 miles from New York City, NY)
- 4 days ago
- Bronxville, NY (18 miles from New York City, 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 Relationship Manager
- New Rochelle, NY (18 miles from New York City, NY)
- 4 days ago
- New Rochelle, NY (18 miles from New York City, NY)
- 4 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Financial Advisor - Upper Manhattan, NYC
- New York, NY (2 miles from New York City, NY)
- 5 days ago
- New York, NY (2 miles from New York City, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for New York City, NY
Moving to New York City, NY? Find some basic demographic data about New York City, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New York City, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New York 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
- Mortgage Lending
- 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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