Personal Banker Jobs in Upton, NY
Personal Banker SAFE Act Bay Shore Branch
- Citigroup
- Bay Shore, NY (20 miles from Upton, NY)
- 4 days ago
- Bay Shore, NY (20 miles from Upton, NY)
- 4 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....
In PersonPrivate Client Banker - Riverhead, NY Private Client Banker - Riverhead, NY
- JPMorgan Chase
- Riverhead, NY (13 miles from Upton, NY)
- 4 days ago
- Riverhead, NY (13 miles from Upton, NY)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In Person- Edward Jones
- Port Jefferson, NY (10 miles from Upton, NY)
- 5 days ago
- Port Jefferson, NY (10 miles from Upton, NY)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 27-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- AIG
- Islip, NY (19 miles from Upton, NY)
- 7 days ago
- Islip, NY (19 miles from Upton, NY)
- 7 days ago
Financial Advisor Full Time Position A Fast Track to Career Growth! AIG is expanding. We have opportunities for sales-oriented and ambitious people to join us as Financial Advisors. You'll have an...
RemoteFinancial Advisor - Nassua County
- AIG
- Smithtown, NY (16 miles from Upton, NY)
- 7 days ago
- Smithtown, NY (16 miles from Upton, NY)
- 7 days ago
Financial Advisor Full Time Position A Fast Track to Career Growth! AIG is expanding. We have opportunities for sales-oriented and ambitious people to join us as Financial Advisors. You'll have an...
RemotePrivate Client Relationship Manager
- Citizens Financial Group, Inc.
- Bohemia, NY (14 miles from Upton, NY)
- 9 days ago
- Bohemia, NY (14 miles from Upton, NY)
- 9 days ago
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results....
In Person- Suffolk Federal Credit Union
- Commack, NY (20 miles from Upton, NY)
- 10 days ago
- Commack, NY (20 miles from Upton, NY)
- 10 days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
In PersonPrivate Client Banker - Riverhead, NY
- JP Morgan
- Riverhead, NY (13 miles from Upton, NY)
- 10 days ago
- Riverhead, NY (13 miles from Upton, NY)
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonFinancial Advisor - Windham, NH - Market 13, Region 074
- Edward Jones
- Edgewood, NY (20 miles from Upton, NY)
- 13 days ago
- Edgewood, NY (20 miles from Upton, NY)
- 13 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonPersonal Banker - 144th & Stony Brook ($22 per Hour)
- FNBO
- Stony Brook, NY (12 miles from Upton, NY)
- 20 days ago
- Stony Brook, NY (12 miles from Upton, NY)
- 20 days ago
Compensation and Benefits Overview: Starting pay for Personal Banker positions is $22/hour....
In PersonPrivate Client Banker - Bay Ridge - Brooklyn, NY
- JPMorganChase
- Ridge, NY (1 mile from Upton, NY)
- 24 days ago
- Ridge, NY (1 mile from Upton, NY)
- 24 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonFinancial Advisor - Teachers Federal Credit Union
- Lplfinancial
- Manorville, NY (5 miles from Upton, NY)
- 45+ days ago
- Manorville, NY (5 miles from Upton, NY)
- 45+ days ago
Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit...
In Person- Suffolk Federal Credit Union
- Medford, NY (5 miles from Upton, NY)
- 45+ days ago
- Medford, NY (5 miles from Upton, NY)
- 45+ days ago
Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management....
In Person- Valley National Bancorp
- Hauppauge, NY (15 miles from Upton, NY)
- 45+ days ago
- Hauppauge, NY (15 miles from Upton, NY)
- 45+ 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....
In PersonFinancial Advisor - Medford, Long Island
- TD Bank
- Medford, NY (5 miles from Upton, NY)
- 60+ days ago
- Medford, NY (5 miles from Upton, NY)
- 60+ days ago
Work Location: Medford, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all...
In PersonPersonal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Upton, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Upton, 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
- Private Banking
- Commercial Banking
- Asset Allocation
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Acquisitions
- Notary Public
- Referrals
- Risk Management
- Retail
- Relationship Management
- Networking
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Coaching
- Employee Development
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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