Personal Banker Jobs in New York
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.
A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes,...
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...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
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...
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 WorkAbout 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....
Vice President, Financial Advisor (Partner Programs)
- New York, NY
- 21 hours ago
- New York, NY
- 21 hours 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 WorkPrivate Client Banker - Fifth Ave and 27th Street - New York, NY
- New York, NY
- 22 hours ago
- New York, NY
- 22 hours ago
JobID: 210606195 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-12T13:30:03+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for...
Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Personal Banker Roving Hudson River Valley District
- Wappingers Falls, NY
- 1 day ago
- Wappingers Falls, NY
- 1 day ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Southwestern & McKinley - Hamburg, NY
- Hamburg, NY
- 1 day ago
- Hamburg, NY
- 1 day 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...
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are...
Role: The Senior Financial Advisor will provide financial management advice, products, and services to Empower FCU members and the general public. This role requires expertise in all Empower...
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...
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...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New York
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New York 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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Here are some other career titles that require similar skills
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