Personal Banker Jobs in Buffalo, 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.
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Financial Advisor - Career Change Opportunity
- Lancaster, NY (13 miles from Buffalo, NY)
- 8 days ago
- Lancaster, NY (13 miles from Buffalo, NY)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Licensed Private Client Banker
- Kenmore, NY (5 miles from Buffalo, NY)
- 10 days ago
- Kenmore, NY (5 miles from Buffalo, NY)
- 10 days ago
Location: 2858 Delaware Avenue - Kenmore, New York 14217 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Eden, NY (17 miles from Buffalo, NY)
- 15 days ago
- Eden, NY (17 miles from Buffalo, NY)
- 15 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker - North French Branch
- Buffalo, NY
- 20 days ago
- Buffalo, NY
- 20 days ago
Job Order Number: DG0211286 Job Title: Licensed Private Client Banker - North French Branch Company: KeyCorp Location: Buffalo, NY Salary: Education: High School Diploma Experience: Information...
- Lancaster, NY (13 miles from Buffalo, NY)
- 20 days ago
- Lancaster, NY (13 miles from Buffalo, NY)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Financial Advisor - Williamsville, NY
- Williamsville, NY (10 miles from Buffalo, NY)
- 20 days ago
- Williamsville, NY (10 miles from Buffalo, NY)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Licensed Private Client Banker - North French Branch
- Amherst, NY (10 miles from Buffalo, NY)
- 24 days ago
- Amherst, NY (10 miles from Buffalo, NY)
- 24 days ago
Location: 9640 Transit Road - Amherst, New York 14051 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Minimum of 1-2 years of experience in financial advisory or wealth management. Excellent interpersonal, communication, and presentation skills. Strong analytical and problem-solving abilities....
Private Client Banker - River Rd Branch
- North Tonawanda, NY (12 miles from Buffalo, NY)
- 30+ days ago
- North Tonawanda, NY (12 miles from Buffalo, NY)
- 30+ days ago
Location: 100 River Road - North Tonawanda, New York 14120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
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...
Demographic Data for Buffalo, NY
Moving to Buffalo, NY? Find some basic demographic data about Buffalo, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Buffalo, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Buffalo, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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