Personal Banker Jobs in Castle Point, NY
- Hopewell Junction, NY (9 miles from Castle Point, NY)
- 4 days ago
- Hopewell Junction, NY (9 miles from Castle Point, NY)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 30-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker Bilingual Legacy Nowe
- Croton on Hudson, NY (23 miles from Castle Point, NY)
- 7 days ago
- Croton on Hudson, NY (23 miles from Castle Point, NY)
- 7 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....
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 8 days ago
- Yorktown Heights, NY (19 miles from Castle Point, NY)
- 8 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....
Private Client Financial Advisor - Poughkeepsie, NY
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 11 days ago
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 11 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...
- Highland Falls, NY (15 miles from Castle Point, NY)
- 26 days ago
- Highland Falls, NY (15 miles from Castle Point, NY)
- 26 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...
- New Windsor, NY (8 miles from Castle Point, NY)
- 28 days ago
- New Windsor, NY (8 miles from Castle Point, NY)
- 28 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Vails Gate, NY (8 miles from Castle Point, NY)
- 30+ days ago
- Vails Gate, NY (8 miles from Castle Point, NY)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - New Paltz, NY
- New Paltz, NY (16 miles from Castle Point, NY)
- 30+ days ago
- New Paltz, NY (16 miles from Castle Point, NY)
- 30+ days ago
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position....
Private Client Banker, Poughkeepsie, NY
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ days ago
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - New York City Metro
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ days ago
- Poughkeepsie, NY (10 miles from Castle Point, NY)
- 60+ 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...
Personal 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
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Consumer Lending
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Closing
- Risk Management
- Inbound/Outbound Calling
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Math
- Friendliness
- Reporting
- Telephone Skills
- Flexibility
- Policy Development
- Coaching
- Regulations
- Sales
- Organization
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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