Personal Banker Jobs in Milton, 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 - Poughkeepsie Plaza, NY
- Poughkeepsie, NY (5 miles from Milton, NY)
- 1 day ago
- Poughkeepsie, NY (5 miles from Milton, 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...
- Kingston, NY (19 miles from Milton, NY)
- 7 days ago
- Kingston, NY (19 miles from Milton, NY)
- 7 days ago
This is not a remote job nor a retail position. It is working in an office located in Kingston, NY and requires Customer Service and Sales. Our client, a dynamic player in the moving and storage...
Financial Advisor Experienced Professionals
- Highland Falls, NY (22 miles from Milton, NY)
- 7 days ago
- Highland Falls, NY (22 miles from Milton, NY)
- 7 days ago
Financial Advisor - Experienced Professionals Category Field Recruiting & Training Job Location 273 Main St., Higland Falls, New York Tracking Code NED - HLF Position Type Full-Time/Regular Join...
- West Point, NY (17 miles from Milton, NY)
- 18 days ago
- West Point, NY (17 miles from Milton, NY)
- 18 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
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Customer Relationship Manager L1
- Newburgh, NY (8 miles from Milton, NY)
- 27 days ago
- Newburgh, NY (8 miles from Milton, NY)
- 27 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...
Licensed Private Client Banker - Marlboro Branch
- Marlboro, NY (2 miles from Milton, NY)
- 60+ days ago
- Marlboro, NY (2 miles from Milton, 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...
- Highland Falls, NY (22 miles from Milton, NY)
- 90+ days ago
- Highland Falls, NY (22 miles from Milton, 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
- Rhinebeck, NY (19 miles from Milton, NY)
- 90+ days ago
- Rhinebeck, NY (19 miles from Milton, 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...
Private Client Financial Advisor
- Poughkeepsie, NY (5 miles from Milton, NY)
- 90+ days ago
- Poughkeepsie, NY (5 miles from Milton, 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 Milton, NY
Moving to Milton, NY? Find some basic demographic data about Milton, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milton, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milton, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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