Personal Banker Jobs in Southold, NY
- Guilford, CT (23 miles from Southold, NY)
- 18 days ago
- Guilford, CT (23 miles from Southold, NY)
- 18 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Madison, CT (21 miles from Southold, NY)
- 20 days ago
- Madison, CT (21 miles from Southold, NY)
- 20 days ago
Location: 724 Boston Post Road - Madison, Connecticut 06443 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Relationship Manager
- East Hampton, NY (14 miles from Southold, NY)
- 26 days ago
- East Hampton, NY (14 miles from Southold, NY)
- 26 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...
- Riverhead, NY (14 miles from Southold, NY)
- 45+ days ago
- Riverhead, NY (14 miles from Southold, NY)
- 45+ days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (17 miles from Southold, NY)
- 60+ days ago
- Clinton, CT (17 miles from Southold, NY)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (20 miles from Southold, NY)
- 60+ days ago
- Old Lyme, CT (20 miles from Southold, NY)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Altium Wealth Management
- Madison, CT (21 miles from Southold, NY)
- 90+ days ago
- Madison, CT (21 miles from Southold, NY)
- 90+ days ago
Financial Advisor - Altium Wealth Management Req #1430 Madison, CT 06443, USA Job Description Posted Sunday, April 6, 2025 at 11:00 PM Your Future Team We started Altium by asking ourselves one simple...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (24 miles from Southold, NY)
- 90+ days ago
- Waterford, CT (24 miles from Southold, NY)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Southold, NY
Moving to Southold, NY? Find some basic demographic data about Southold, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southold, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southold, 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
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Mutual Funds
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Inbound/Outbound Calling
- Relationship Management
- Closing
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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