Personal Banker Jobs in Castleton, NY
US Experienced Financial Advisor
- Edward Jones
- Albany, NY (15 miles from Castleton, NY)
- 2 days ago
- Albany, NY (15 miles from Castleton, NY)
- 2 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
In Person- Accenture
- Albany, NY (15 miles from Castleton, NY)
- 3 days ago
- Albany, NY (15 miles from Castleton, NY)
- 3 days ago
Qualification You Are As a Management Consultant within the Banking Consulting practice, you are a hands-on problem solver who partners with clients to modernize retail banking through data, AI, and...
In PersonFinancial Advisor - Waterford, MI - Market 16, Region 018
- Edward Jones
- Cohoes, NY (17 miles from Castleton, NY)
- 4 days ago
- Cohoes, NY (17 miles from Castleton, NY)
- 4 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In Person- KeyBank
- Albany, NY (15 miles from Castleton, NY)
- 5 days ago
- Albany, NY (15 miles from Castleton, NY)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonPrivate Client Financial Advisor - Albany, NY
- Citizens Bank
- Albany, NY (15 miles from Castleton, NY)
- 7 days ago
- Albany, NY (15 miles from Castleton, NY)
- 7 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- KeyBank
- Valatie, NY (8 miles from Castleton, NY)
- 11 days ago
- Valatie, NY (8 miles from Castleton, NY)
- 11 days ago
Location: 2938 US Rte 9 - Valatie, New York 12184 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker...
In Person- TEC Staffing Services
- Pittsfield, MA (21 miles from Castleton, NY)
- 18 days ago
- Pittsfield, MA (21 miles from Castleton, NY)
- 18 days ago
TEC Staffing Services Financial Advisor Pittsfield, MA Apply Financial Advisor in Berkshire County Salary: \$70-\$120k base (DOE) plus commission Hours: Mon-Fri. 9a-4p (paid lunch) Location: South...
In Person- AIG
- East Schodack, NY (3 miles from Castleton, NY)
- 22 days ago
- East Schodack, NY (3 miles from Castleton, NY)
- 22 days ago
Financial Advisor Full Time Position A Fast Track to Career Growth! AIG is expanding. We have opportunities for sales-oriented and ambitious people to join us as Financial Advisors. You'll have an...
RemoteFinancial Advisor - Albany Area
- AIG
- Coxsackie, NY (14 miles from Castleton, NY)
- 22 days ago
- Coxsackie, NY (14 miles from Castleton, NY)
- 22 days ago
Financial Advisor Full Time Position A Fast Track to Career Growth! AIG is expanding. We have opportunities for sales-oriented and ambitious people to join us as Financial Advisors. You'll have an...
Remote- Accenture
- Albany, NY (15 miles from Castleton, NY)
- 30+ days ago
- Albany, NY (15 miles from Castleton, NY)
- 30+ days ago
Job Description Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all...
In Person- Edward Jones
- Troy, NY (15 miles from Castleton, NY)
- 30+ days ago
- Troy, NY (15 miles from Castleton, NY)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Keybank National Association
- Hudson, NY (21 miles from Castleton, NY)
- 30+ days ago
- Hudson, NY (21 miles from Castleton, NY)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Albany, NY (15 miles from Castleton, NY)
- 60+ days ago
- Albany, NY (15 miles from Castleton, NY)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
In PersonPrivate Client Financial Advisor - Albany, NY
- Citizens Financial Group, Inc.
- Clifton Park, NY (22 miles from Castleton, NY)
- 60+ days ago
- Clifton Park, NY (22 miles from Castleton, NY)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Bryant & Stratton College
- Albany, NY (15 miles from Castleton, NY)
- 60+ days ago
- Albany, NY (15 miles from Castleton, NY)
- 60+ days ago
Unlock your full potential in the innovative and inclusive environment at Bryant & Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of...
In PersonDemographic Data for Castleton, NY
Moving to Castleton, NY? Find some basic demographic data about Castleton, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Castleton, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Castleton, 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
- Private Banking
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Retirement Planning
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Acquisitions
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- High School Diploma
- Networking
- Customer Relations
- Written Communication
- Business Development
- Military Background
- Reporting
- Coaching
- Policy Development
- Flexibility
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills