Personal Banker Jobs in Goshen, 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.
Personal Banker II - Elliott Drive
- Middletown, NY (8 miles from Goshen, NY)
- 2 days ago
- Middletown, NY (8 miles from Goshen, NY)
- 2 days ago
Banker job family....
- West Point, NY (20 miles from Goshen, NY)
- 2 days ago
- West Point, NY (20 miles from Goshen, NY)
- 2 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Financial Advisor (Orange County Branches)
- Montgomery, NY (11 miles from Goshen, NY)
- 8 days ago
- Montgomery, NY (11 miles from Goshen, NY)
- 8 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 (19 miles from Goshen, NY)
- 11 days ago
- Newburgh, NY (19 miles from Goshen, 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...
Personal Banker - Spring Valley
- Spring Valley, NY (24 miles from Goshen, NY)
- 18 days ago
- Spring Valley, NY (24 miles from Goshen, NY)
- 18 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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...
- Middletown, NY (8 miles from Goshen, NY)
- 28 days ago
- Middletown, NY (8 miles from Goshen, NY)
- 28 days ago
Skills: Strong knowledge of financial markets, wealth management, and financial planning strategies. Why Join Us?...
Personal Banker Associate I - North Monroe
- Monroe, NY (9 miles from Goshen, NY)
- 29 days ago
- Monroe, NY (9 miles from Goshen, NY)
- 29 days ago
Banker job family....
Licensed Private Client Banker
- Monsey, NY (23 miles from Goshen, NY)
- 45+ days ago
- Monsey, NY (23 miles from Goshen, NY)
- 45+ days ago
Location: 87 Route 59 - Monsey, New York 10952 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Personal Banker (Float) - North Central Region / West Milford - Full-time
- West Milford, NJ (20 miles from Goshen, NY)
- 45+ days ago
- West Milford, NJ (20 miles from Goshen, NY)
- 45+ days ago
office conditions in a retail-banking establishment....
Hire Ahead Private Client Banker
- Cortlandt Manor, NY (24 miles from Goshen, NY)
- 60+ days ago
- Cortlandt Manor, NY (24 miles from Goshen, NY)
- 60+ days ago
Location: 3000 East Main Street - Cortlandt Manor, New York 10567 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Licensed Private Client Banker - Marlboro Branch
- Marlboro, NY (24 miles from Goshen, NY)
- 60+ days ago
- Marlboro, NY (24 miles from Goshen, NY)
- 60+ days ago
Location: 1 Western Avenue - Marlboro, New York 12542 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- New City, NY (24 miles from Goshen, NY)
- 90+ days ago
- New City, NY (24 miles from Goshen, NY)
- 90+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Highland Falls, NY (16 miles from Goshen, NY)
- 90+ days ago
- Highland Falls, NY (16 miles from Goshen, NY)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Private Client Financial Advisor
- Middletown, NY (8 miles from Goshen, NY)
- 90+ days ago
- Middletown, NY (8 miles from Goshen, NY)
- 90+ days ago
lending and banking solutions Digital literacy and experience Experience with investment product referrals and sales Knowledgeable of regulatory requirements to ensure a sound control environment Hours...
Demographic Data for Goshen, NY
Moving to Goshen, NY? Find some basic demographic data about Goshen, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Goshen, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Goshen, 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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