Personal Banker Jobs in Central Valley, 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 - Ridgewood Metro, NY
- Ridgewood, NJ (24 miles from Central Valley, NY)
- 1 day ago
- Ridgewood, NJ (24 miles from Central Valley, NY)
- 1 day ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Personal Banker II - Elliott Drive
- Middletown, NY (20 miles from Central Valley, NY)
- 3 days ago
- Middletown, NY (20 miles from Central Valley, NY)
- 3 days ago
Banker job family....
- West Point, NY (8 miles from Central Valley, NY)
- 3 days ago
- West Point, NY (8 miles from Central Valley, NY)
- 3 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker - Ossining Branch
- Ossining, NY (17 miles from Central Valley, NY)
- 3 days ago
- Ossining, NY (17 miles from Central Valley, NY)
- 3 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Ossining, NY (17 miles from Central Valley, NY)
- 6 days ago
- Ossining, NY (17 miles from Central Valley, NY)
- 6 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....
- Waldwick, NJ (21 miles from Central Valley, NY)
- 6 days ago
- Waldwick, NJ (21 miles from Central Valley, NY)
- 6 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....
- Montvale, NJ (19 miles from Central Valley, NY)
- 6 days ago
- Montvale, NJ (19 miles from Central Valley, NY)
- 6 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....
Financial Advisor (Orange County Branches)
- Montgomery, NY (15 miles from Central Valley, NY)
- 9 days ago
- Montgomery, NY (15 miles from Central Valley, NY)
- 9 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Customer Relationship Manager L1
- Newburgh, NY (14 miles from Central Valley, NY)
- 11 days ago
- Newburgh, NY (14 miles from Central Valley, NY)
- 11 days ago
Requisition Number: 198581 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
- Mount Kisco, NY (22 miles from Central Valley, NY)
- 16 days ago
- Mount Kisco, NY (22 miles from Central Valley, NY)
- 16 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....
Personal Banker SAFE Act - BEDFORD VILLAGE
- Bedford Hills, NY (22 miles from Central Valley, NY)
- 17 days ago
- Bedford Hills, NY (22 miles from Central Valley, NY)
- 17 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Nanuet, NY (17 miles from Central Valley, NY)
- 17 days ago
- Nanuet, NY (17 miles from Central Valley, NY)
- 17 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Spring Valley
- Spring Valley, NY (15 miles from Central Valley, NY)
- 19 days ago
- Spring Valley, NY (15 miles from Central Valley, NY)
- 19 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Associate Personal Financial Advisor
- Goshen, NY (13 miles from Central Valley, NY)
- 19 days ago
- Goshen, NY (13 miles from Central Valley, NY)
- 19 days ago
Great Path Planning is a growing fee-only, independent Registered Investment Advisor located in Goshen, NY, working with clients across the US. We specialize in working with high-net-worth...
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (22 miles from Central Valley, NY)
- 30+ days ago
- Westwood, NJ (22 miles from Central Valley, NY)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Central Valley, NY
Moving to Central Valley, NY? Find some basic demographic data about Central Valley, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Central Valley, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Central Valley, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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