Personal Banker Jobs in Getzville, 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.
Private Client Banker - Southwestern & McKinley - Hamburg, NY
- Hamburg, NY (22 miles from Getzville, NY)
- 1 day ago
- Hamburg, NY (22 miles from Getzville, NY)
- 1 day 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...
Private Client Banker - Niagara Falls, NY
- Buffalo, NY (11 miles from Getzville, NY)
- 2 days ago
- Buffalo, NY (11 miles from Getzville, NY)
- 2 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...
- Hamburg, NY (22 miles from Getzville, NY)
- 5 days ago
- Hamburg, NY (22 miles from Getzville, NY)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Syracuse, NY
- Buffalo, NY (11 miles from Getzville, NY)
- 6 days ago
- Buffalo, NY (11 miles from Getzville, NY)
- 6 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....
Financial Advisor - McLeod Square, Niagara Falls
- Niagara Falls, NY (14 miles from Getzville, NY)
- 9 days ago
- Niagara Falls, NY (14 miles from Getzville, NY)
- 9 days ago
Requisition ID: 218802 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Financial Advisor At Scotiabank...
- Lockport, NY (10 miles from Getzville, NY)
- 30+ days ago
- Lockport, NY (10 miles from Getzville, NY)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Clarence, NY (7 miles from Getzville, NY)
- 30+ days ago
- Clarence, NY (7 miles from Getzville, NY)
- 30+ days ago
Financial Advisor locations Clarence, New York - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0002273 Job Description At Scheff and Liddell Wealth Group, we...
Financial Advisor - No Experience Required
- Lancaster, NY (11 miles from Getzville, NY)
- 45+ days ago
- Lancaster, NY (11 miles from Getzville, NY)
- 45+ days ago
Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve...
- Hamburg, NY (22 miles from Getzville, NY)
- 45+ days ago
- Hamburg, NY (22 miles from Getzville, NY)
- 45+ days ago
Personal Banker Hamburg Personal Banker Hamburg locations HAMBURG, NJ time type Full time posted on Posted Today job requisition id R-429472 Why Wells Fargo: Are you looking for more?...
Private Client Banker- Transit Klein
- East Amherst, NY (3 miles from Getzville, NY)
- 60+ days ago
- East Amherst, NY (3 miles from Getzville, NY)
- 60+ days ago
Location: 8550 Transit Road - East 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...
Demographic Data for Getzville, NY
Moving to Getzville, NY? Find some basic demographic data about Getzville, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Getzville, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Getzville, 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
- 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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