Personal Banker Jobs in Lake Katrine, NY
- Kingston, NY (5 miles from Lake Katrine, NY)
- 3 days ago
- Kingston, NY (5 miles from Lake Katrine, NY)
- 3 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 Banker, Poughkeepsie, NY
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 6 days ago
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 6 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 (21 miles from Lake Katrine, NY)
- 6 days ago
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 6 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...
- Copake, NY (23 miles from Lake Katrine, NY)
- 30+ days ago
- Copake, NY (23 miles from Lake Katrine, NY)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
PT Personal Banker - Gardiner, NY
- Gardiner, NY (23 miles from Lake Katrine, NY)
- 30+ days ago
- Gardiner, NY (23 miles from Lake Katrine, NY)
- 30+ days ago
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position....
Licensed Private Client Banker
- Red Hook, NY (4 miles from Lake Katrine, NY)
- 45+ days ago
- Red Hook, NY (4 miles from Lake Katrine, NY)
- 45+ days ago
Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Relationship Manager
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 45+ days ago
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 45+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Financial Advisor - Poughkeepsie, NY
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 60+ days ago
- Poughkeepsie, NY (21 miles from Lake Katrine, NY)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Licensed Private Client Banker - Red Hook Branch
- Red Hook, NY (4 miles from Lake Katrine, NY)
- 90+ days ago
- Red Hook, NY (4 miles from Lake Katrine, NY)
- 90+ days ago
Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Lake Katrine, NY
Moving to Lake Katrine, NY? Find some basic demographic data about Lake Katrine, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Katrine, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Katrine, 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
- Dodd-Frank
- Account Opening
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Mutual Funds
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Inbound/Outbound Calling
- Relationship Management
- Closing
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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