Personal Banker Jobs in Altamont, NY
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Albany, NY (11 miles from Altamont, NY)
- 6 hours ago
- Albany, NY (11 miles from Altamont, NY)
- 6 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
- Amsterdam, NY (18 miles from Altamont, NY)
- 1 day ago
- Amsterdam, NY (18 miles from Altamont, NY)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Albany, NY (11 miles from Altamont, NY)
- 7 days ago
- Albany, NY (11 miles from Altamont, NY)
- 7 days ago
Job Summary: Personal Banker Location : Location US-OR-Albany Location : Address 300 Ellsworth St SW Location : City Albany Location : State/Province OR ID 2025-3942 Category Retail Banking Position...
- Cohoes, NY (17 miles from Altamont, NY)
- 45+ days ago
- Cohoes, NY (17 miles from Altamont, NY)
- 45+ days ago
Banker job family....
- Waterford, NY (19 miles from Altamont, NY)
- 45+ days ago
- Waterford, NY (19 miles from Altamont, NY)
- 45+ days ago
Banker job family....
Financial Advisor - Broadview Federal Credit Union
- Albany, NY (11 miles from Altamont, NY)
- 45+ days ago
- Albany, NY (11 miles from Altamont, NY)
- 45+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
- Troy, NY (22 miles from Altamont, NY)
- 60+ days ago
- Troy, NY (22 miles from Altamont, NY)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 18-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker -Niskayuna
- Schenectady, NY (9 miles from Altamont, NY)
- 60+ days ago
- Schenectady, NY (9 miles from Altamont, NY)
- 60+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Merrill Experienced Financial Advisor
- Albany, NY (11 miles from Altamont, NY)
- 60+ days ago
- Albany, NY (11 miles from Altamont, NY)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Private Client Financial Advisor - Albany, NY
- Clifton Park, NY (16 miles from Altamont, NY)
- 90+ days ago
- Clifton Park, NY (16 miles from Altamont, NY)
- 90+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Financial Advisor - Albany, NY
- East Greenbush, NY (20 miles from Altamont, NY)
- 90+ days ago
- East Greenbush, NY (20 miles from Altamont, NY)
- 90+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Demographic Data for Altamont, NY
Moving to Altamont, NY? Find some basic demographic data about Altamont, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Altamont, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Altamont, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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