Personal Banker Jobs in Olivebridge, NY
- KeyBank
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 4 days ago
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonFinancial Advisor - Mid Hudson Valley Federal Credit Union
- LPL Financial
- Kingston, NY (10 miles from Olivebridge, NY)
- 23 days ago
- Kingston, NY (10 miles from Olivebridge, NY)
- 23 days ago
Financial Advisor - Mid Hudson Valley Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to...
In PersonPrivate Client Financial Advisor - Poughkeepsie, NY Poughkeepsie, NY, USA
- Citizens
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 30+ days ago
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 30+ days ago
Private Client Financial Advisor - Poughkeepsie, NYDescription Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client...
In PersonPrivate Client Financial Advisor - Poughkeepsie, NY
- Citizens Financial Group, Inc.
- Rhinebeck, NY (20 miles from Olivebridge, NY)
- 90+ days ago
- Rhinebeck, NY (20 miles from Olivebridge, NY)
- 90+ 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 PersonFinancial Advisor - New York City Metro
- Thrivent Financial for Lutherans
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 90+ days ago
- Poughkeepsie, NY (24 miles from Olivebridge, NY)
- 90+ 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...
In PersonDemographic Data for Olivebridge, NY
Moving to Olivebridge, NY? Find some basic demographic data about Olivebridge, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Olivebridge, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Olivebridge, 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
- Annuities
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- 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
- Referrals
- Risk Management
- Networking
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Policy Development
- Coaching
- Employee Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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