Personal Banker Jobs in Williamsville, 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.
Location: 9640 Transit Road - Amherst, New York 14051 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Buffalo, NY (10 miles from Williamsville, NY)
- 6 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 6 days ago
Minimum of 1-2 years of experience in financial advisory or wealth management. Excellent interpersonal, communication, and presentation skills. Strong analytical and problem-solving abilities....
Private Client Banker - River Rd Branch
- North Tonawanda, NY (7 miles from Williamsville, NY)
- 14 days ago
- North Tonawanda, NY (7 miles from Williamsville, NY)
- 14 days ago
Location: 100 River Road - North Tonawanda, New York 14120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Buffalo, NY (10 miles from Williamsville, NY)
- 26 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 26 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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Private Client Banker - Crossroads Centre - Orchard park, NY
- Orchard Park, NY (17 miles from Williamsville, NY)
- 29 days ago
- Orchard Park, NY (17 miles from Williamsville, NY)
- 29 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...
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
Prudential Advisors is looking for an experienced financial professional in Buffalo that is interested in working with an existing book of clients. We want to help you grow your business and be a...
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
- Buffalo, NY (10 miles from Williamsville, 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...
Demographic Data for Williamsville, NY
Moving to Williamsville, NY? Find some basic demographic data about Williamsville, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Williamsville, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Williamsville, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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