Personal Banker Jobs in Jefferson 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.
- White Plains, NY (21 miles from Jefferson Valley, NY)
- 2 days ago
- White Plains, NY (21 miles from Jefferson Valley, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Roving Personal Banker Southern Connecticut
- Stamford, CT (23 miles from Jefferson Valley, NY)
- 3 days ago
- Stamford, CT (23 miles from Jefferson Valley, NY)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (11 miles from Jefferson Valley, NY)
- 4 days ago
- Chappaqua, NY (11 miles from Jefferson Valley, NY)
- 4 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 Bilingual Rye brook
- Rye Brook, NY (22 miles from Jefferson Valley, NY)
- 5 days ago
- Rye Brook, NY (22 miles from Jefferson Valley, NY)
- 5 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 Hopewell Junction
- Hopewell Junction, NY (14 miles from Jefferson Valley, NY)
- 8 days ago
- Hopewell Junction, NY (14 miles from Jefferson Valley, NY)
- 8 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....
Financial Advisor Financial Advisor
- Brookfield, CT (23 miles from Jefferson Valley, NY)
- 15 days ago
- Brookfield, CT (23 miles from Jefferson Valley, NY)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Brookfield, CT Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Private Client Banker, Poughkeepsie, NY Private Client Banker, Poughkeepsie, NY
- Poughkeepsie, NY (24 miles from Jefferson Valley, NY)
- 15 days ago
- Poughkeepsie, NY (24 miles from Jefferson Valley, NY)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 15 days ago
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 18 days ago
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 18 days ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
Personal Banker Southern Connecticut
- Darien, CT (24 miles from Jefferson Valley, NY)
- 22 days ago
- Darien, CT (24 miles from Jefferson Valley, NY)
- 22 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....
Private Client Banker - Heathcote - Scarsdale, NY - Full-time
- Scarsdale, NY (21 miles from Jefferson Valley, NY)
- 23 days ago
- Scarsdale, NY (21 miles from Jefferson Valley, NY)
- 23 days ago
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements....
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 23 days ago
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 23 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice,...
Financial Advisor-Fairfield County/Greenwich, CT.
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 28 days ago
- Greenwich, CT (22 miles from Jefferson Valley, NY)
- 28 days ago
Work Location: Greenwich, Connecticut, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Private Client Banker, Poughkeepsie, NY
- Poughkeepsie, NY (24 miles from Jefferson Valley, NY)
- 30+ days ago
- Poughkeepsie, NY (24 miles from Jefferson Valley, NY)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - New York City Metro
- White Plains, NY (21 miles from Jefferson Valley, NY)
- 30+ days ago
- White Plains, NY (21 miles from Jefferson 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...
Demographic Data for Jefferson Valley, NY
Moving to Jefferson Valley, NY? Find some basic demographic data about Jefferson Valley, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jefferson Valley, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jefferson Valley, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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