Personal Banker Jobs in New York, 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
- Upper Montclair, NJ (12 miles from New York, NY)
- 1 day ago
- Upper Montclair, NJ (12 miles from New York, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Paid Training Provided
- Fresh Meadows, NY (10 miles from New York, NY)
- 5 days ago
- Fresh Meadows, NY (10 miles from New York, NY)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Berkeley Heights, NJ - Middlesex Somerset Market
- Berkeley Heights, NJ (22 miles from New York, NY)
- moments ago
- Berkeley Heights, NJ (22 miles from New York, NY)
- moments 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...
Bilingual Spanish Personal Banker at Port Washington
- Port Washington, NY (16 miles from New York, NY)
- moments ago
- Port Washington, NY (16 miles from New York, NY)
- moments 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....
/18968/363f075f-c1dd-41b5-93de-89adf9708427.png&z=8&s=BNK&ih_t=5%2F7%2F2025+10%3A39%3A04+AM&utm_medium=internal%20referrer&utm_campaign=internal---online-course-library&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Merrill Market Client Relationship Manager
- Wayne, NJ (18 miles from New York, NY)
- 7 hours ago
- Wayne, NJ (18 miles from New York, NY)
- 7 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Clifton, NJ (11 miles from New York, NY)
- 8 hours ago
- Clifton, NJ (11 miles from New York, NY)
- 8 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Belleville, NJ (9 miles from New York, NY)
- 9 hours ago
- Belleville, NJ (9 miles from New York, NY)
- 9 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Saddle Brook, NJ (11 miles from New York, NY)
- 14 hours ago
- Saddle Brook, NJ (11 miles from New York, NY)
- 14 hours ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Prudential is now powered by LPL's industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition...
- Tarrytown, NY (24 miles from New York, NY)
- 1 day ago
- Tarrytown, NY (24 miles from New York, 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....
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Bilingual Spanish North Plainfield NJ
- North Plainfield, NJ (24 miles from New York, NY)
- 1 day ago
- North Plainfield, NJ (24 miles from New York, 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....
- Upper Montclair, NJ (12 miles from New York, NY)
- 1 day ago
- Upper Montclair, NJ (12 miles from New York, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....
Demographic Data for New York, NY
Moving to New York, NY? Find some basic demographic data about New York, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New York, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New York, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »