Personal Banker Jobs in Lagrangeville, NY
Financial Advisor Financial Advisor
- Marlboro, NY (14 miles from Lagrangeville, NY)
- 6 days ago
- Marlboro, NY (14 miles from Lagrangeville, NY)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Marlboro, NY on company site Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
Private Client Financial Advisor - Poughkeepsie, NY
- Rhinebeck, NY (19 miles from Lagrangeville, NY)
- 24 days ago
- Rhinebeck, NY (19 miles from Lagrangeville, NY)
- 24 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...
- New Windsor, NY (23 miles from Lagrangeville, NY)
- 30+ days ago
- New Windsor, NY (23 miles from Lagrangeville, 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 (19 miles from Lagrangeville, NY)
- 45+ days ago
- New Paltz, NY (19 miles from Lagrangeville, NY)
- 45+ 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 (9 miles from Lagrangeville, NY)
- 60+ days ago
- Poughkeepsie, NY (9 miles from Lagrangeville, NY)
- 60+ days 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...
Financial Advisor - New York City Metro
- Poughkeepsie, NY (9 miles from Lagrangeville, NY)
- 60+ days ago
- Poughkeepsie, NY (9 miles from Lagrangeville, 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...
Demographic Data for Lagrangeville, NY
Moving to Lagrangeville, NY? Find some basic demographic data about Lagrangeville, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lagrangeville, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lagrangeville, 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
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Consumer Lending
- BSA
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Mortgage Processing
- Financial Services
- Consultative Sales
- Cash Handling
- Customer Satisfaction
- Notary Public
- Referrals
- Retail
- Closing
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Military Background
- Friendliness
- Written Communication
- Business Development
- Math
- Customer Relations
- Reporting
- Telephone Skills
- Flexibility
- Coaching
- Regulations
- Policy Development
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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