Personal Banker Jobs in Monticello, NY
Private Client Financial Advisor - Poughkeepsie, NY
- Citizens Financial Group, Inc.
- Middletown, NY (19 miles from Monticello, NY)
- 60+ days ago
- Middletown, NY (19 miles from Monticello, 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 PersonLicensed Private Client Banker
- KeyBank
- Liberty, NY (9 miles from Monticello, NY)
- 90+ days ago
- Liberty, NY (9 miles from Monticello, NY)
- 90+ days ago
Location: 53 S Main St - Liberty, New York 12754 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
In PersonDemographic Data for Monticello, NY
Moving to Monticello, NY? Find some basic demographic data about Monticello, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monticello, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monticello, 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
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Wealth Management
- BSA
- 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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