Personal Banker Jobs in Amsterdam, 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.
Private Client Financial Advisor - Albany, NY
- Mechanicville, NY (22 miles from Amsterdam, NY)
- 2 days ago
- Mechanicville, NY (22 miles from Amsterdam, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Voorheesville, NY (23 miles from Amsterdam, NY)
- 5 days ago
- Voorheesville, NY (23 miles from Amsterdam, NY)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker -Niskayuna
- Schenectady, NY (14 miles from Amsterdam, NY)
- 7 days ago
- Schenectady, NY (14 miles from Amsterdam, NY)
- 7 days ago
Location: 3337 Consaul Road - Schenectady, New York 12304 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor (Training Provided)
- Albany, NY (22 miles from Amsterdam, NY)
- 9 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 9 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
- Albany, NY (22 miles from Amsterdam, NY)
- 14 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 14 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Albany, NY (22 miles from Amsterdam, NY)
- 14 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 14 days ago
Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. We want to help you grow your business...
Merrill Experienced Financial Advisor
- Albany, NY (22 miles from Amsterdam, NY)
- 16 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 16 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....
Private Client Banker - Albany, NY
- Albany, NY (22 miles from Amsterdam, NY)
- 18 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 18 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Albany, NY (22 miles from Amsterdam, NY)
- 25 days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 25 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 2025-3712 Category Retail Banking Position...
- Albany, NY (22 miles from Amsterdam, NY)
- 30+ days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 30+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote Work- Albany, NY (22 miles from Amsterdam, NY)
- 30+ days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 30+ days ago
We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team...
Private Client Banker - Wilton
- Saratoga Springs, NY (22 miles from Amsterdam, NY)
- 45+ days ago
- Saratoga Springs, NY (22 miles from Amsterdam, NY)
- 45+ days ago
Location: 3016 Route 50 - Saratoga, New York 12866 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Private Client Financial Advisor - Albany, NY
- Clifton Park, NY (19 miles from Amsterdam, NY)
- 60+ days ago
- Clifton Park, NY (19 miles from Amsterdam, NY)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Albany, NY (22 miles from Amsterdam, NY)
- 90+ days ago
- Albany, NY (22 miles from Amsterdam, NY)
- 90+ days ago
Work proactively to develop and grow the Wealth Management group for Broadview....
Demographic Data for Amsterdam, NY
Moving to Amsterdam, NY? Find some basic demographic data about Amsterdam, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Amsterdam, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Amsterdam, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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