Personal Banker Jobs in Hopewell Junction, 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.
Personal Banker - Somers Branch
- Somers, NY (17 miles from Hopewell Junction, NY)
- 12 hours ago
- Somers, NY (17 miles from Hopewell Junction, NY)
- 12 hours 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....
- West Point, NY (14 miles from Hopewell Junction, NY)
- 7 days ago
- West Point, NY (14 miles from Hopewell Junction, NY)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Customer Relationship Manager L1
- Newburgh, NY (13 miles from Hopewell Junction, NY)
- 16 days ago
- Newburgh, NY (13 miles from Hopewell Junction, NY)
- 16 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...
- Mount Kisco, NY (24 miles from Hopewell Junction, NY)
- 20 days ago
- Mount Kisco, NY (24 miles from Hopewell Junction, NY)
- 20 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker SAFE Act - BEDFORD VILLAGE
- Bedford Hills, NY (22 miles from Hopewell Junction, NY)
- 22 days ago
- Bedford Hills, NY (22 miles from Hopewell Junction, NY)
- 22 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....
- Danbury, CT (19 miles from Hopewell Junction, NY)
- 45+ days ago
- Danbury, CT (19 miles from Hopewell Junction, NY)
- 45+ days ago
management....
- Baldwin Place, NY (14 miles from Hopewell Junction, NY)
- 45+ days ago
- Baldwin Place, NY (14 miles from Hopewell Junction, NY)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker - Marlboro Branch
- Marlboro, NY (12 miles from Hopewell Junction, NY)
- 60+ days ago
- Marlboro, NY (12 miles from Hopewell Junction, NY)
- 60+ days ago
Location: 1 Western Avenue - Marlboro, New York 12542 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Highland Falls, NY (20 miles from Hopewell Junction, NY)
- 90+ days ago
- Highland Falls, NY (20 miles from Hopewell Junction, NY)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
- Brookfield, CT (21 miles from Hopewell Junction, NY)
- 90+ days ago
- Brookfield, CT (21 miles from Hopewell Junction, NY)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across...
Private Client Financial Advisor
- Poughkeepsie, NY (11 miles from Hopewell Junction, NY)
- 90+ days ago
- Poughkeepsie, NY (11 miles from Hopewell Junction, 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...
Demographic Data for Hopewell Junction, NY
Moving to Hopewell Junction, NY? Find some basic demographic data about Hopewell Junction, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hopewell Junction, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hopewell Junction, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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