Personal Banker Jobs in New York
Financial Advisor - Certification Provided
- Miller Place, NY
- 24 days ago
- Miller Place, NY
- 24 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
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....
selling of new and existing Retail banking relationships....
Personal Banker SAFE Act - Nostrand & Newkirk Branch
- New York, NY
- 2 days ago
- New York, NY
- 2 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....
firm Demonstrated experience working with different functional groups at a wealth management firm Series 7 and 66 (or ability to attain) What's in it for you?...
Personal Banker SAFE Act -Garden City Park Branch
- Garden City Park, NY
- 3 days ago
- Garden City Park, 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....
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....
We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team...
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....
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....
Must be a subject matter expert on Valley Consumer Lending Programs with a depth of knowledge and awareness of Valley's referral partners and solutions....
Personal Banker SAFE Act - West Village (Bi-Lingual Preferred)
- New York, NY
- 4 days ago
- New York, 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....
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
- 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
- Closing
- Risk Management
- Relationship 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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