Personal Banker: Elevate Clients’ Financial Well-Being

FNBO

Stony Brook (NY)

On-site

USD 25,000 - 36,000

Full time

19 hours ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
401k matching
Time Off Programs
Health Savings Account (HSA)
Dependent Care
Employee Banking
Tuition Assistance
Disability Insurance

Job summary

FNBO is seeking a Personal Banker to welcome customers, process routine transactions, and tailor recommendations to each client’s financial goals. The role emphasizes understanding customer needs, building relationships, and adhering to regulatory standards in a vibrant on-site banking environment.

Ideal candidates bring a positive, service-oriented mindset, strong teamwork, and the ability to learn quickly. Bilingual Spanish is preferred, and a high school diploma or GED is required.

Qualifications

  • High school diploma or GED required.
  • Retail banking experience preferred.
  • Bilingual in Spanish preferred.
  • Unrestricted work authorization required.

Responsibilities

  • Make every customer feel welcome in your FNBO branch.
  • Help customers with transactions like deposits and withdrawals.
  • Gain an understanding of your customer’s unique financial needs.
  • Make personalized recommendations to support them.
  • Help guide customers toward greater financial well-being.
  • Deepen your relationship with customers through outreach.
  • Comply with all bank policies, regulations and laws.

Skills

Outgoing personality
Customer service oriented
Team player
Adaptable/learn quickly
Positive attitude
Bilingual in Spanish

Education

High School Diploma or GED
Bachelor’s degree or equivalent experience

Job description

FNBO is seeking a Personal Banker to welcome customers, process routine transactions, and tailor recommendations to each client’s financial goals. The role emphasizes understanding customer needs, building relationships, and adhering to regulatory standards in a vibrant on-site banking environment.

Ideal candidates bring a positive, service-oriented mindset, strong teamwork, and the ability to learn quickly. Bilingual Spanish is preferred, and a high school diploma or GED is required.

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