Personal Banker Jobs in Hudson, 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.
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Chatham, NY (11 miles from Hudson, NY)
- 21 days ago
- Chatham, NY (11 miles from Hudson, NY)
- 21 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Private Client Banker - Catskill
- Catskill, NY (10 miles from Hudson, NY)
- 29 days ago
- Catskill, NY (10 miles from Hudson, NY)
- 29 days ago
Location: 245 West Bridge Street - Catskill, New York 12414 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker - Red Hook Branch
- Red Hook, NY (17 miles from Hudson, NY)
- 30+ days ago
- Red Hook, NY (17 miles from Hudson, NY)
- 30+ days ago
Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Financial Advisor
- Rhinebeck, NY (22 miles from Hudson, NY)
- 90+ days ago
- Rhinebeck, NY (22 miles from Hudson, 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 Hudson, NY
Moving to Hudson, NY? Find some basic demographic data about Hudson, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hudson, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hudson, 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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