Personal Banker Jobs in Schenectady, 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 - Certification Provided
- Troy, NY (18 miles from Schenectady, NY)
- 6 days ago
- Troy, NY (18 miles from Schenectady, NY)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided. Job in Troy Gr8Jobs
- Troy, NY (18 miles from Schenectady, NY)
- 1 day ago
- Troy, NY (18 miles from Schenectady, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Saratoga Springs, NY (18 miles from Schenectady, NY)
- 7 days ago
- Saratoga Springs, NY (18 miles from Schenectady, NY)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 11-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Clifton Park, NY (7 miles from Schenectady, NY)
- 7 days ago
- Clifton Park, NY (7 miles from Schenectady, NY)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Cohoes, NY (11 miles from Schenectady, NY)
- 18 days ago
- Cohoes, NY (11 miles from Schenectady, NY)
- 18 days ago
Banker job family....
- Waterford, NY (12 miles from Schenectady, NY)
- 19 days ago
- Waterford, NY (12 miles from Schenectady, NY)
- 19 days ago
Banker job family....
Financial Advisor - Broadview Federal Credit Union
- Albany, NY (8 miles from Schenectady, NY)
- 21 days ago
- Albany, NY (8 miles from Schenectady, NY)
- 21 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Financial Advisor - Albany, NY
- Mechanicville, NY (12 miles from Schenectady, NY)
- 30+ days ago
- Mechanicville, NY (12 miles from Schenectady, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Location: 3337 Consaul Road - Schenectady, New York 12304 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
- Albany, NY (8 miles from Schenectady, NY)
- 45+ days ago
- Albany, NY (8 miles from Schenectady, 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....
- Albany, NY (8 miles from Schenectady, NY)
- 60+ days ago
- Albany, NY (8 miles from Schenectady, NY)
- 60+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkPrivate Client Financial Advisor - Albany, NY
- Clifton Park, NY (7 miles from Schenectady, NY)
- 90+ days ago
- Clifton Park, NY (7 miles from Schenectady, NY)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Albany, NY
- East Greenbush, NY (20 miles from Schenectady, NY)
- 90+ days ago
- East Greenbush, NY (20 miles from Schenectady, NY)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Albany, NY (8 miles from Schenectady, NY)
- 90+ days ago
- Albany, NY (8 miles from Schenectady, NY)
- 90+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Albany, NY (8 miles from Schenectady, NY)
- 90+ days ago
- Albany, NY (8 miles from Schenectady, NY)
- 90+ days ago
Work proactively to develop and grow the Wealth Management group for Broadview....
Demographic Data for Schenectady, NY
Moving to Schenectady, NY? Find some basic demographic data about Schenectady, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Schenectady, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Schenectady, 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
- 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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