Personal Banker Jobs in New Windsor, 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.
- Fishkill, NY (10 miles from New Windsor, NY)
- 11 hours ago
- Fishkill, NY (10 miles from New Windsor, NY)
- 11 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Marlboro, NY (12 miles from New Windsor, NY)
- 14 hours ago
- Marlboro, NY (12 miles from New Windsor, NY)
- 14 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Relationship Manager
- Middletown, NY (21 miles from New Windsor, NY)
- 4 days ago
- Middletown, NY (21 miles from New Windsor, NY)
- 4 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Licensed Private Client Banker
- Ossining, NY (21 miles from New Windsor, NY)
- 5 days ago
- Ossining, NY (21 miles from New Windsor, NY)
- 5 days ago
Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Financial Advisor - Poughkeepsie, NY
- Middletown, NY (21 miles from New Windsor, NY)
- 7 days ago
- Middletown, NY (21 miles from New Windsor, NY)
- 7 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Katonah, NY (22 miles from New Windsor, NY)
- 12 days ago
- Katonah, NY (22 miles from New Windsor, NY)
- 12 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....
PT Personal Banker - Gardiner, NY
- Gardiner, NY (17 miles from New Windsor, NY)
- 15 days ago
- Gardiner, NY (17 miles from New Windsor, NY)
- 15 days ago
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position....
- Brewster, NY (24 miles from New Windsor, NY)
- 16 days ago
- Brewster, NY (24 miles from New Windsor, NY)
- 16 days ago
Job Order Number: DG0152635 Job Title: Senior Director, Respiratory HCP Marketing Lead Company: Regeneron Pharmaceuticals Location: Sleepy Hollow, NY Salary: Education: Information Not Provided...
Private Client Banker - Valley Cottage, NY
- Valley Cottage, NY (23 miles from New Windsor, NY)
- 19 days ago
- Valley Cottage, NY (23 miles from New Windsor, NY)
- 19 days 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...
Private Client Relationship Manager
- Beacon, NY (6 miles from New Windsor, NY)
- 22 days ago
- Beacon, NY (6 miles from New Windsor, NY)
- 22 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- Fishkill, NY (10 miles from New Windsor, NY)
- 24 days ago
- Fishkill, NY (10 miles from New Windsor, NY)
- 24 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Licensed Private Client Banker
- Marlboro, NY (12 miles from New Windsor, NY)
- 45+ days ago
- Marlboro, NY (12 miles from New Windsor, NY)
- 45+ 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...
Private Client Financial Advisor - Poughkeepsie, NY
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 45+ days ago
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 45+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (24 miles from New Windsor, NY)
- 60+ days ago
- Chappaqua, NY (24 miles from New Windsor, NY)
- 60+ 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...
- Ossining, NY (21 miles from New Windsor, NY)
- 60+ days ago
- Ossining, NY (21 miles from New Windsor, NY)
- 60+ 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....
Demographic Data for New Windsor, NY
Moving to New Windsor, NY? Find some basic demographic data about New Windsor, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Windsor, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Windsor, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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