Top 248 Personal banker Jobs in New York, Ny

Wealth Advisor - Brooklyn, NY
Citizens Financial Group —Brooklyn, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Manhattan, NY
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
10d
Full Time - Associate Banker ( Floater ) Broadway & 144th - New York, NY
JPMorganChase —New York, NY
- $25.00 - $30.48 an hour
- Full-time
- Office
- High school diploma or GED
- Travel
- Health insurance
- Tuition reimbursement
Personal Banker
PNC Financial Services Group —New York, NY
- $49,500 - $82,500 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Personal Banker
Valley National Bank —New York, NY
- $36,900 - $61,500 a year
- Computer literacy
- Office
- Finance
Quick Apply
Universal Banker
Alma Bank —Brooklyn, NY
- $40,000 - $47,000 a year
- Full-time
- Trade school
- Typing
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Part-Time Universal Banker (20 Hours), 21st/Irving Branch
Citi —New York, NY
- $61,280 - $85,520 a year
- Part-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
3d
Personal Banker SAFE Act - Manhattan Square Area
Citi —New York, NY
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
4d
Relationship Banker - Broadway & 136th - New York, NY
JPMorganChase —New York, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
6d
Personal Banker
Carver Federal Savings Bank —New York, NY
- $23 - $25 an hour
- Microsoft Word
- Mid-level
- Office
Quick Apply
Part-Time Universal Banker
Ridgewood Savings Bank —Brooklyn, NY
- $22.17 - $26.97 an hour
- Part-time
- Sales
- Computer literacy
- Basic math
Personal Banker
OceanFirst Bank —Brooklyn, NY
- $40,000 - $50,000 a year
- Management
- Computer literacy
- Basic math
- Tuition reimbursement
- Employee discount
5d
Relationship Banker - Broadway & 144th - New York, NY
JPMorganChase —New York, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
9d
Relationship Banker - Sixteenth Ave and 48th St - Brooklyn West, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Relationship Banker - Brooklyn West, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
2d
Relationship Banker - Madison Square Garden - New York, NY
JPMorganChase —New York, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
4d
Relationship Banker - Avenue H - Brooklyn, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
2d
Member Value Personal Banker - New Hyde Park
FourLeaf Federal Credit Union —New Hyde Park, NY
- $28.85 an hour
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
10d
Citizens Banker
Citizens Financial Group —North New Hyde Park, NY
- $25.00 - $35.38 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
4d
Relationship Banker - McDonald Ave - Brooklyn, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
4d

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personal banker jobs near new york, ny

Wealth Advisor - Brooklyn, NY

Citizens Financial Group
Brooklyn, NY

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Job Details

Full-time
$105,000 - $250,000 a year
10 days ago

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Business development management
Life Insurance License
Financial sales
Retail banking experience
Life insurance knowledge
Series 7
Business development experience
Investment client management
Client acquisition
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F (Branch Hours)

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

Disability:IN Best Places To Disability Inclusion

The Banker's
US Bank of the Year

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Refine Your Search

personal banker jobs in new york, ny

Wealth Advisor - Brooklyn, NY

Virtual Personal Banker

Full Time - Associate Banker ( Floater ) Broadway & 144th - New York, NY

Personal Banker

Personal Banker

Universal Banker

Part-Time Universal Banker (20 Hours), 21st/Irving Branch

Personal Banker SAFE Act - Manhattan Square Area

Relationship Banker - Broadway & 136th - New York, NY

Personal Banker

Part-Time Universal Banker

Personal Banker

Relationship Banker - Broadway & 144th - New York, NY

Relationship Banker - Sixteenth Ave and 48th St - Brooklyn West, NY

Relationship Banker - Brooklyn West, NY

Relationship Banker - Madison Square Garden - New York, NY

Relationship Banker - Avenue H - Brooklyn, NY

Member Value Personal Banker - New Hyde Park

Citizens Banker

Relationship Banker - McDonald Ave - Brooklyn, NY

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