Top 200 Personal banker Jobs in Roslyn, Ny

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
Universal Banker
HAB BANK —Hicksville, NY
- $25 - $32 an hour
- Computer literacy
- Basic math
- Office
Financial Services Professional - Hybrid Remote (NY)
Bankers Life —New Rochelle, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
21h
Relationship Banker II
Cathay Bank —Flushing, NY
- $22 - $25 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I (PT)
Cathay Bank —Flushing, NY
- $19 - $23 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Private Client Banker - Throggs Neck - Bronx, NY
JPMorganChase —Bronx, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Financial Services Professional - Hybrid Remote (NY)
Bankers Life —Brooklyn, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (NJ)
Bankers Life —Rochelle Park, NJ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Relationship Banker I
Cathay Bank —Brooklyn, NY
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker - Brooklyn North, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
6d
Relationship Banker I (PT)
Cathay Bank —Flushing, NY
- $19 - $23 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Private Client Banker - Midwood - Brooklyn, NY
JPMorganChase —Brooklyn, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Relationship Banker I (PT)
Cathay Bank —Brooklyn, NY
- $19 - $23 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Part-Time Universal Banker (20 Hours) - Brush Hollow Branch
Citi —Westbury, NY
- $24.05 - $31.37 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
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
Relationship Banker - Westbury Post and Maple - Westbury, NY
JPMorganChase —Westbury, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Universal Banker
Metropolitan Commercial Bank —Great Neck, NY
- $45,000 - $65,000 a year
- Office
- High school diploma or GED
- 2 years
Personal Banker SAFE Act - Glen Cove Branch
Citi —Glen Cove, NY
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
5d
Personal Banker SAFE Act - Nassau North Area
Citi —Port Washington, NY
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
4d

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personal banker jobs near roslyn, ny

Member Value Personal Banker - New Hyde Park

FourLeaf Federal Credit Union -
New Hyde Park, NY

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Job Details

$28.85 an hour

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Gym membership

Qualifications

MLO License
Computer operation
Windows
Computer skills

Full Job Description

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You’ll Do

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members’ best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB’s will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required.

Core Contributions

Sales
- Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members.
- Meet deposit unit and dollar sales goals.
- Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits.
- Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs.
- Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships.
- Actively uncover opportunities for auto, home equity, business and residential loans.
- Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc.
- Be accountable for meeting monthly, quarterly and annual sales goals.
Operations
- Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA’s, Notary if applicable among others.
- Assesses and identifies the best possible lending product for members. Responsible for understanding product’s features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products.
- Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable.
- Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy.
- Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
Member Experience
- Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market.
- Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships.
- Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues.
- Maintains high member satisfaction that aligns to FourLeaf’s expectations including professionalism, accuracy, and timely follow up with members.
- Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
- Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs.
- Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times.
Compliance
- Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control.
- Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR’s, SAR’s.
- Stays abreast and adheres to policies, procedures, and banking regulations.
- Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf.
- Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
Strategy
- Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics.
- Continually enhance sales conversations to obtain member relationships to drive deposits and loans.

Assets You Will Bring

High School Diploma or GED.
2+ years of demonstrated sales and service success.
NYS Notary Public License.
NMLS License.
PC, Windows, and Internet proficient.
Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management.

The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) In addition to the salary or hourly rate listed above there may be other compensation & benefits available.

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well-being through:

Competitive 401(k)
Tuition and fitness reimbursement programs
Flexible work options
Volunteer opportunities
Executive “Water Cooler Chats”
Clubs, sports, and social events
Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

personal banker jobs in roslyn, ny

Member Value Personal Banker - New Hyde Park

Universal Banker

Financial Services Professional - Hybrid Remote (NY)

Trust Advisor

Relationship Banker II

Relationship Banker I (PT)

Private Client Banker - Throggs Neck - Bronx, NY

Financial Services Professional - Hybrid Remote (NY)

Financial Services Professional - Hybrid Remote (NJ)

Relationship Banker I

Relationship Banker - Brooklyn North, NY

Relationship Banker I (PT)

Private Client Banker - Midwood - Brooklyn, NY

Relationship Banker I (PT)

Part-Time Universal Banker (20 Hours) - Brush Hollow Branch

Citizens Banker

Relationship Banker - Westbury Post and Maple - Westbury, NY

Universal Banker

Personal Banker SAFE Act - Glen Cove Branch

Personal Banker SAFE Act - Nassau North Area

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