Personal Banker Jobs in Central Valley, 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.
Financial Advisor - Career Change Opportunity
- Pompton Lakes, NJ (24 miles from Central Valley, NY)
- moments ago
- Pompton Lakes, NJ (24 miles from Central Valley, NY)
- moments ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Pompton Lakes, NJ (24 miles from Central Valley, NY)
- 5 hours ago
- Pompton Lakes, NJ (24 miles from Central Valley, NY)
- 5 hours ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor Experienced Professionals
- Highland Falls, NY (3 miles from Central Valley, NY)
- 2 days ago
- Highland Falls, NY (3 miles from Central Valley, NY)
- 2 days ago
Financial Advisor - Experienced Professionals Category Field Recruiting & Training Job Location 273 Main St., Higland Falls, New York Tracking Code NED - HLF Position Type Full-Time/Regular Join...
- Ho Ho Kus, NJ (22 miles from Central Valley, NY)
- 6 days ago
- Ho Ho Kus, NJ (22 miles from Central Valley, NY)
- 6 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker - Somers Branch
- Somers, NY (22 miles from Central Valley, NY)
- 6 days ago
- Somers, NY (22 miles from Central Valley, NY)
- 6 days ago
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....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (20 miles from Central Valley, NY)
- 9 days ago
- Chappaqua, NY (20 miles from Central Valley, NY)
- 9 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Personal Banker II - Elliott Drive
- Middletown, NY (20 miles from Central Valley, NY)
- 13 days ago
- Middletown, NY (20 miles from Central Valley, NY)
- 13 days ago
Banker job family....
- West Point, NY (8 miles from Central Valley, NY)
- 13 days ago
- West Point, NY (8 miles from Central Valley, NY)
- 13 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Waldwick, NJ (21 miles from Central Valley, NY)
- 16 days ago
- Waldwick, NJ (21 miles from Central Valley, NY)
- 16 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Customer Relationship Manager L1
- Newburgh, NY (14 miles from Central Valley, NY)
- 22 days ago
- Newburgh, NY (14 miles from Central Valley, NY)
- 22 days ago
Requisition Number: 198581 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
Personal Banker SAFE Act - BEDFORD VILLAGE
- Bedford Hills, NY (22 miles from Central Valley, NY)
- 27 days ago
- Bedford Hills, NY (22 miles from Central Valley, NY)
- 27 days ago
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....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (22 miles from Central Valley, NY)
- 45+ days ago
- Westwood, NJ (22 miles from Central Valley, NY)
- 45+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Middletown, NY (20 miles from Central Valley, NY)
- 30+ days ago
- Middletown, NY (20 miles from Central Valley, NY)
- 30+ days ago
Skills: Strong knowledge of financial markets, wealth management, and financial planning strategies. Why Join Us?...
Financial Advisor - Worcester, MA and Surrounding
- Elmsford, NY (24 miles from Central Valley, NY)
- 30+ days ago
- Elmsford, NY (24 miles from Central Valley, NY)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker Associate I - North Monroe
- Monroe, NY (4 miles from Central Valley, NY)
- 30+ days ago
- Monroe, NY (4 miles from Central Valley, NY)
- 30+ days ago
Banker job family....
Demographic Data for Central Valley, NY
Moving to Central Valley, NY? Find some basic demographic data about Central Valley, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Central Valley, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Central Valley, 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
- Mortgage Lending
- 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
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