Personal Banker Jobs in Annandale On Hudson, 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 Banker - Poughkeepsie Plaza, NY
- Poughkeepsie, NY (22 miles from Annandale On Hudson, NY)
- 1 day ago
- Poughkeepsie, NY (22 miles from Annandale On Hudson, NY)
- 1 day 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...
- Kingston, NY (9 miles from Annandale On Hudson, NY)
- 7 days ago
- Kingston, NY (9 miles from Annandale On Hudson, NY)
- 7 days ago
This is not a remote job nor a retail position. It is working in an office located in Kingston, NY and requires Customer Service and Sales. Our client, a dynamic player in the moving and storage...
- Copake, NY (18 miles from Annandale On Hudson, NY)
- 45+ days ago
- Copake, NY (18 miles from Annandale On Hudson, NY)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker - Red Hook Branch
- Red Hook, NY
- 60+ days ago
- Red Hook, NY
- 60+ days ago
Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
/19301/e5c01222-7b25-41c4-94d6-f37904388cb2.png&z=8&s=BNK&ih_t=5%2F6%2F2025+6%3A43%3A36+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Private Client Financial Advisor
- Rhinebeck, NY (6 miles from Annandale On Hudson, NY)
- 90+ days ago
- Rhinebeck, NY (6 miles from Annandale On Hudson, NY)
- 90+ days ago
lending and banking solutions Digital literacy and experience Experience with investment product referrals and sales Knowledgeable of regulatory requirements to ensure a sound control environment Hours...
Private Client Financial Advisor
- Poughkeepsie, NY (22 miles from Annandale On Hudson, NY)
- 90+ days ago
- Poughkeepsie, NY (22 miles from Annandale On Hudson, NY)
- 90+ days ago
lending and banking solutions Digital literacy and experience Experience with investment product referrals and sales Knowledgeable of regulatory requirements to ensure a sound control environment Hours...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Annandale On Hudson, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Annandale On Hudson, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »