Personal Banker Jobs in Schenectady, 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.
- Troy, NY (18 miles from Schenectady, NY)
- 2 days ago
- Troy, NY (18 miles from Schenectady, NY)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Albany, NY (8 miles from Schenectady, NY)
- 5 days ago
- Albany, NY (8 miles from Schenectady, NY)
- 5 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Albany, NY (8 miles from Schenectady, NY)
- 6 days ago
- Albany, NY (8 miles from Schenectady, NY)
- 6 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Private Client Banker - Wilton
- Saratoga Springs, NY (18 miles from Schenectady, NY)
- 8 days ago
- Saratoga Springs, NY (18 miles from Schenectady, NY)
- 8 days ago
Location: 3016 Route 50 - Saratoga, New York 12866 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
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- Albany, NY (8 miles from Schenectady, NY)
- 19 days ago
- Albany, NY (8 miles from Schenectady, NY)
- 19 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Albany, NY (8 miles from Schenectady, NY)
- 19 days ago
- Albany, NY (8 miles from Schenectady, NY)
- 19 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Financial Advisor - Albany, NY
- Delmar, NY (14 miles from Schenectady, NY)
- 27 days ago
- Delmar, NY (14 miles from Schenectady, NY)
- 27 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Albany, NY
- Clifton Park, NY (7 miles from Schenectady, NY)
- 27 days ago
- Clifton Park, NY (7 miles from Schenectady, NY)
- 27 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Albany, NY
- East Greenbush, NY (20 miles from Schenectady, NY)
- 28 days ago
- East Greenbush, NY (20 miles from Schenectady, NY)
- 28 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Albany, NY (8 miles from Schenectady, NY)
- 30+ days ago
- Albany, NY (8 miles from Schenectady, NY)
- 30+ days ago
Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. We want to help you grow your business...
- Albany, NY (8 miles from Schenectady, NY)
- 60+ days ago
- Albany, NY (8 miles from Schenectady, NY)
- 60+ days ago
Work proactively to develop and grow the Wealth Management group for Broadview....
Demographic Data for Schenectady, NY
Moving to Schenectady, NY? Find some basic demographic data about Schenectady, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Schenectady, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Schenectady, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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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