Personal Banker Jobs in Castle Point, NY
Associate Bank Financial Advisor
- Wells Fargo
- Shrub Oak, NY (16 miles from Castle Point, NY)
- 1 day ago
- Shrub Oak, NY (16 miles from Castle Point, NY)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
In Person- KeyBank
- Goshen, NY (23 miles from Castle Point, NY)
- 4 days ago
- Goshen, NY (23 miles from Castle Point, NY)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonFinancial Advisor - West Point, GA
- Capital City Bank
- West Point, NY (10 miles from Castle Point, NY)
- 8 days ago
- West Point, NY (10 miles from Castle Point, NY)
- 8 days ago
Financial Advisor - Capital City Bank - More than your bank. Your banker. Hours Monday - Friday 40 Hours General Summary Financial Advisors with Capital City Investments (CCI) deliver personalized...
Remote- PNC Bank NA
- Cold Spring, NY (7 miles from Castle Point, NY)
- 13 days ago
- Cold Spring, NY (7 miles from Castle Point, NY)
- 13 days ago
As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Cold Spring, KY PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position...
In Person- Cornerstone Bank
- Monroe, NY (20 miles from Castle Point, NY)
- 15 days ago
- Monroe, NY (20 miles from Castle Point, NY)
- 15 days ago
The Personal Banker position is the consistent point of contact for customers to assist them with their retail banking needs....
In PersonPersonal Banker Northern Westchester
- Wells Fargo
- Peekskill, NY (18 miles from Castle Point, NY)
- 16 days ago
- Peekskill, NY (18 miles from Castle Point, NY)
- 16 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
In PersonLicensed Private Client Banker
- KeyBank
- East Fishkill, NY (9 miles from Castle Point, NY)
- 29 days ago
- East Fishkill, NY (9 miles from Castle Point, NY)
- 29 days ago
Location: 1941 Route 52 - East Fishkill, New York 12533 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
In PersonPrivate Client Banker - Yorktown Heights, NY Private Client Banker - Yorktown Heights, NY
- JPMorgan Chase
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 30+ days ago
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 30+ days ago
Private Client Banker - Yorktown Heights, NY JPMorgan Chase 3.3 ( ) Yorktown Heights, NY for later Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are treated...
In PersonPrivate Client Banker - Yorktown Heights, NY
- JP Morgan
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 30+ days ago
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 30+ days ago
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right...
In PersonPrivate Client Financial Advisor - Poughkeepsie, NY
- Citizens Financial Group, Inc.
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ days ago
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
In Person- First Command Financial Services, Inc.
- Highland Falls, NY (15 miles from Castle Point, NY)
- 60+ days ago
- Highland Falls, NY (15 miles from Castle Point, NY)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
In PersonPersonal Banker - New Paltz, NY
- Ulster Savings Bank
- New Paltz, NY (16 miles from Castle Point, NY)
- 60+ days ago
- New Paltz, NY (16 miles from Castle Point, NY)
- 60+ days ago
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position....
In PersonFinancial Advisor - New York City Metro
- Thrivent Financial for Lutherans
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 90+ days ago
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
In PersonPersonal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Castle Point, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Castle Point, 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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Private Banking
- Mutual Funds
- Account Maintenance
- Consumer Lending
- Retail Banking
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Acquisitions
- Cash Handling
- Customer Satisfaction
- Notary Public
- Referrals
- Retail
- Inbound/Outbound Calling
- Risk Management
- Relationship Management
- High School Diploma
- Friendliness
- Business Development
- Written Communication
- Customer Relations
- Negotiation
- Military Background
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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