Personal Banker Jobs in Penfield, 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.
- Rochester, NY (8 miles from Penfield, NY)
- 2 days ago
- Rochester, NY (8 miles from Penfield, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Spencerport, NY (19 miles from Penfield, NY)
- 6 days ago
- Spencerport, NY (19 miles from Penfield, NY)
- 6 days ago
Location: 184 South Union Street - Spencerport, New York 14559 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Senior Client Relationship Manager
- Rochester, NY (8 miles from Penfield, NY)
- 9 days ago
- Rochester, NY (8 miles from Penfield, NY)
- 9 days ago
Mutual of America Financial Group Job Title: Sr. Client Relationship Manager Location: Rochester, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they...
2026 January Financial Advisor Development Program - Rochester
- Rochester, NY (8 miles from Penfield, NY)
- 11 days ago
- Rochester, NY (8 miles from Penfield, NY)
- 11 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Location: 2155 Penfield Road - Penfield, New York 14526 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Merrill Experienced Financial Advisor
- Pittsford, NY (7 miles from Penfield, NY)
- 45+ days ago
- Pittsford, NY (7 miles from Penfield, NY)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - The Summit Federal Credit Union
- Rochester, NY (8 miles from Penfield, NY)
- 90+ days ago
- Rochester, NY (8 miles from Penfield, NY)
- 90+ days ago
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit...
Demographic Data for Penfield, NY
Moving to Penfield, NY? Find some basic demographic data about Penfield, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Penfield, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Penfield, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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