Personal Banker Jobs in Delmar, 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.
- Guilderland, NY (6 miles from Delmar, NY)
- 6 days ago
- Guilderland, NY (6 miles from Delmar, NY)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Albany, NY (9 miles from Delmar, NY)
- 12 days ago
- Albany, NY (9 miles from Delmar, NY)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Cohoes, NY (14 miles from Delmar, NY)
- 16 days ago
- Cohoes, NY (14 miles from Delmar, NY)
- 16 days ago
Banker job family....
Financial Advisor (R25_0000000125)
- Albany, NY (9 miles from Delmar, NY)
- 20 days ago
- Albany, NY (9 miles from Delmar, NY)
- 20 days ago
Ameriprise Financial Financial Advisor (R2...) in Albany , New York Position Description:At Ameriprise Financial, we're not just in the business of managing our clients' finances - we also help...
- Albany, NY (9 miles from Delmar, NY)
- 30+ days ago
- Albany, NY (9 miles from Delmar, NY)
- 30+ days ago
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: To provide financial services to...
- Albany, NY (9 miles from Delmar, NY)
- 45+ days ago
- Albany, NY (9 miles from Delmar, NY)
- 45+ days ago
At Ameriprise Financial, were not just in the business of managing our clients finances we also help our advisors and employees reach their true potential, too. So, if you're talented, driven and...
- Albany, NY (9 miles from Delmar, NY)
- 90+ days ago
- Albany, NY (9 miles from Delmar, NY)
- 90+ days ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Loudonville, NY (8 miles from Delmar, NY)
- 90+ days ago
- Loudonville, NY (8 miles from Delmar, NY)
- 90+ days ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
Merrill Experienced Financial Advisor
- Albany, NY (9 miles from Delmar, NY)
- 90+ days ago
- Albany, NY (9 miles from Delmar, NY)
- 90+ 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. Merrill...
Demographic Data for Delmar, NY
Moving to Delmar, NY? Find some basic demographic data about Delmar, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delmar, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delmar, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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