Personal Banker Jobs in Valatie, 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 - Career Change Opportunity
- Troy, NY (23 miles from Valatie, NY)
- 1 day ago
- Troy, NY (23 miles from Valatie, NY)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Financial Advisor - Albany, NY
- Delmar, NY (17 miles from Valatie, NY)
- 1 day ago
- Delmar, NY (17 miles from Valatie, NY)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Troy, NY (23 miles from Valatie, NY)
- 1 day ago
- Troy, NY (23 miles from Valatie, NY)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- West Sand Lake, NY (15 miles from Valatie, NY)
- 1 day ago
- West Sand Lake, NY (15 miles from Valatie, NY)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Voorheesville, NY (22 miles from Valatie, NY)
- 3 days ago
- Voorheesville, NY (22 miles from Valatie, NY)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor (Training Provided)
- Albany, NY (24 miles from Valatie, NY)
- 8 days ago
- Albany, NY (24 miles from Valatie, NY)
- 8 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
HFA Financial Advisor - Branch
- Troy, NY (23 miles from Valatie, NY)
- 9 days ago
- Troy, NY (23 miles from Valatie, NY)
- 9 days ago
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior....
Remote Work- Albany, NY (24 miles from Valatie, NY)
- 13 days ago
- Albany, NY (24 miles from Valatie, NY)
- 13 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Albany, NY (24 miles from Valatie, NY)
- 13 days ago
- Albany, NY (24 miles from Valatie, NY)
- 13 days ago
Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. We want to help you grow your business...
Merrill Experienced Financial Advisor
- Albany, NY (24 miles from Valatie, NY)
- 14 days ago
- Albany, NY (24 miles from Valatie, NY)
- 14 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....
Private Client Banker - Albany, NY
- Albany, NY (24 miles from Valatie, NY)
- 16 days ago
- Albany, NY (24 miles from Valatie, NY)
- 16 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...
- Albany, NY (24 miles from Valatie, NY)
- 24 days ago
- Albany, NY (24 miles from Valatie, NY)
- 24 days ago
Job Summary: Personal Banker Location : Location US-OR-Albany Location : Address 300 Ellsworth St SW Location : City Albany Location : State/Province OR ID 2025-3712 Category Retail Banking Position...
Licensed Private Client Banker
- Chatham, NY (7 miles from Valatie, NY)
- 25 days ago
- Chatham, NY (7 miles from Valatie, NY)
- 25 days ago
Location: 16 Coleman Street - Chatham, New York 12037 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Albany, NY (24 miles from Valatie, NY)
- 30+ days ago
- Albany, NY (24 miles from Valatie, NY)
- 30+ 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 Work- Albany, NY (24 miles from Valatie, NY)
- 30+ days ago
- Albany, NY (24 miles from Valatie, NY)
- 30+ days ago
We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team...
Demographic Data for Valatie, NY
Moving to Valatie, NY? Find some basic demographic data about Valatie, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valatie, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valatie, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »