Personal Banker Jobs in New York
Personal Banker jobs in New York are concentrated in retail banking, wealth management, and commercial lending, with demand at every level from entry-level teller-to-banker transitions to senior relationship manager roles. New York City, Buffalo, and Albany account for the largest share of openings, and established employers like JPMorgan Chase, Citibank, and TD Bank have deep, ongoing hiring needs statewide. The most in-demand specialties right now are small business banking, private client services, and mortgage lending. Scan the live roles below and apply to whichever ones fit.
Find Personal Banker JobsOverview
Showing 5 of 49+ Personal Banker jobs
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
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 overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Consumer Sales-
Job Family:
Branch Sales-
Time Type:
Full time-
Primary Location:
Rockville Center New York United States-
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.-
Anticipated Posting Close Date:
Nov 05, 2026-
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right (opens in new window)
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
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 overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Consumer Sales-
Job Family:
Branch Sales-
Time Type:
Full time-
Primary Location:
Rockville Center New York United States-
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.-
Anticipated Posting Close Date:
Nov 05, 2026-
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right (opens in new window)
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
See All 49 Personal Banker Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Personal Banker JobsPersonal Banker Jobs by City in New York
Where New York roles are concentrated, by current openings.
Personal Banker Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- KeyBank19
- Citi10
- Wells Fargo8
- Suffolk Credit Union4
- FourLeaf Federal Credit Union3
Top Industries Hiring
- Banking & Financial Services
What New York Employers Look For
The qualifications that appear most often in personal banker jobs across New York.
- Active FINRA Series 6 or Series 7 registration preferred or required by most New York employers
- Associate or bachelor's degree in finance, business, or a closely related field
- At least one year of experience in retail banking, financial services, or customer-facing sales
- Demonstrated ability to meet or exceed sales goals in a branch or financial services environment
- Proficiency with banking software platforms and digital account management tools
- Strong knowledge of consumer loan products, deposit accounts, and New York banking regulations
Personal Banker Jobs in New York: Frequently Asked Questions
How do you become a personal banker in New York?
Most personal banker roles in New York require at minimum an associate degree, though a bachelor's degree in finance or business gives candidates a clear edge. New York does not issue a state license specific to personal bankers, but employers widely expect FINRA registration, particularly Series 6 for investment products or Series 63 for securities transactions in New York. Candidates typically start as bank tellers or customer service representatives at a New York branch before moving into a personal banker role.
Which companies hire personal bankers in New York?
New York personal banker roles are posted by KeyBank, Citi, and Wells Fargo and others right now, based on current listings on Migrate Mate as of November 2026. New York's density of major bank headquarters and regional branch networks means openings appear consistently across all five boroughs, Long Island, and upstate cities like Rochester and Syracuse.
Which New York cities have the most personal banker jobs?
Armonk, Brooklyn, and Tarrytown have the most personal banker openings in New York right now. New York City dominates because it is home to the headquarters and flagship branches of the country's largest financial institutions, while Buffalo and Albany generate steady demand from regional banks and credit unions serving large local populations and small business communities.
Are there remote personal banker jobs in New York?
Yes, but they're rare. Personal banking is a relationship-driven, branch-based role, and most employers require in-person client interaction. About 50% of personal banker openings tied to New York are remote or hybrid as of November 2026, and those positions tend to be concentrated in digital banking support, online account management, or phone-based advisory roles rather than traditional branch work.
How can I get hired as a personal banker in New York with little or no experience?
The most realistic entry path is starting as a bank teller or customer service representative at a New York branch, where large employers like JPMorgan Chase and Citibank run structured associate development programs that fast-track tellers into personal banker roles. Credit unions across New York also hire entry-level member service representatives with a clear promotion path. Earning a FINRA Series 6 registration before applying significantly strengthens an application even without direct banking experience.
Where can I find and apply to personal banker jobs in New York?
You can find and apply to personal banker jobs in New York on Migrate Mate, which lists current New York openings from employers actively hiring right now. Search the roles available, find the ones that fit your experience and location, and apply directly to those positions.
See All 49 Personal Banker Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Personal Banker Jobs