Personal Banker Jobs in Atlantic Beach, NY
Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth
- New York, NY (17 miles from Atlantic Beach, NY)
- 2 hours ago
- New York, NY (17 miles from Atlantic Beach, NY)
- 2 hours ago
Basic information Job Name: Vice President, Client Relationship Manager - RIA/Family Office (Upper Midwest), Global Wealth Location: Remote Line of Business: Investor Relations Job Function:...
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (21 miles from Atlantic Beach, NY)
- 6 hours ago
- Melville, NY (21 miles from Atlantic Beach, NY)
- 6 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker Upper Manhattan
- New York, NY (17 miles from Atlantic Beach, NY)
- 18 hours ago
- New York, NY (17 miles from Atlantic Beach, NY)
- 18 hours 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....
Financial Advisor - Career Change Opportunity
- Plainview, NY (19 miles from Atlantic Beach, NY)
- 18 hours ago
- Plainview, NY (19 miles from Atlantic Beach, NY)
- 18 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Plainview, NY (19 miles from Atlantic Beach, NY)
- 21 hours ago
- Plainview, NY (19 miles from Atlantic Beach, NY)
- 21 hours ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- New York, NY (17 miles from Atlantic Beach, NY)
- 21 hours ago
- New York, NY (17 miles from Atlantic Beach, NY)
- 21 hours ago
We're seeking an experienced and relationship-driven Client Relationship Manager to join our team. As a key member of our client services department, you'll be responsible for building and...
Personal Banker Associate I - Mt. Vernon, IN
- Mount Vernon, NY (22 miles from Atlantic Beach, NY)
- 1 day ago
- Mount Vernon, NY (22 miles from Atlantic Beach, NY)
- 1 day ago
Personal Banker Associate I - Mt....
Private Client Banker - Rockville Centre, NY
- Rockville Centre, NY (7 miles from Atlantic Beach, NY)
- 1 day ago
- Rockville Centre, NY (7 miles from Atlantic Beach, 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...
Personal Banker SAFE Act - South Ozone Park Branch
- New York, NY (17 miles from Atlantic Beach, NY)
- 1 day ago
- New York, NY (17 miles from Atlantic Beach, 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....
- Middletown, NJ (23 miles from Atlantic Beach, NY)
- 1 day ago
- Middletown, NJ (23 miles from Atlantic Beach, 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....
Personal Banker SAFE Act - South Ozone Park Branch
- Jamaica, NY (8 miles from Atlantic Beach, NY)
- 3 days ago
- Jamaica, NY (8 miles from Atlantic Beach, 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 Relationship Manager
- Huntingtn Sta, NY (24 miles from Atlantic Beach, NY)
- 4 days ago
- Huntingtn Sta, NY (24 miles from Atlantic Beach, NY)
- 4 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Personal Banker - New Hyde Park, NY
- New Hyde Park, NY (11 miles from Atlantic Beach, NY)
- 5 days ago
- New Hyde Park, NY (11 miles from Atlantic Beach, NY)
- 5 days ago
Personal Banker - Hyde Park, NY Valley National Bank $17.31 - $28.85 / hr paid time off United States, York, Hyde Park 699 Hillside Avenue (Show on map) Jun 26, 2025 Back Personal Banker #25-459 Hyde...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (24 miles from Atlantic Beach, NY)
- 5 days ago
- Huntington Station, NY (24 miles from Atlantic Beach, NY)
- 5 days 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 Relationship Manager
- Melville, NY (21 miles from Atlantic Beach, NY)
- 5 days ago
- Melville, NY (21 miles from Atlantic Beach, NY)
- 5 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Demographic Data for Atlantic Beach, NY
Moving to Atlantic Beach, NY? Find some basic demographic data about Atlantic Beach, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Atlantic Beach, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Atlantic Beach, 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Investment Management
- Lending
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Military Background
- Listening
- Business Development
- Negotiation
- Investigation
- Telephone Skills
- Reporting
- Flexibility
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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