Personal Banker Jobs in Round Lake, NY
- Edward Jones
- Troy, NY (15 miles from Round Lake, NY)
- 4 days ago
- Troy, NY (15 miles from Round Lake, NY)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
In PersonPrivate Client Financial Advisor - Albany, NY Delmar, NY, USA
- Citizens
- Delmar, NY (22 miles from Round Lake, NY)
- 4 days ago
- Delmar, NY (22 miles from Round Lake, NY)
- 4 days ago
Private Client Financial Advisor - Albany, 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 - Albany, NY
- Citizens Financial Group, Inc.
- Clifton Park, NY (5 miles from Round Lake, NY)
- 4 days ago
- Clifton Park, NY (5 miles from Round Lake, NY)
- 4 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 PersonPrivate Client Financial Advisor - Albany, NY
- Citizens
- Delmar, NY (22 miles from Round Lake, NY)
- 7 days ago
- Delmar, NY (22 miles from Round Lake, NY)
- 7 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 Person- KeyBank
- Amsterdam, NY (19 miles from Round Lake, NY)
- 12 days ago
- Amsterdam, NY (19 miles from Round Lake, NY)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In Person- AIG
- Valley Falls, NY (13 miles from Round Lake, NY)
- 13 days ago
- Valley Falls, NY (13 miles from Round Lake, NY)
- 13 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
- Knox, NY (24 miles from Round Lake, NY)
- 13 days ago
- Knox, NY (24 miles from Round Lake, NY)
- 13 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- Bryant & Stratton College
- Albany, NY (12 miles from Round Lake, NY)
- 18 days ago
- Albany, NY (12 miles from Round Lake, NY)
- 18 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 Person- Accenture
- Albany, NY (12 miles from Round Lake, NY)
- 19 days ago
- Albany, NY (12 miles from Round Lake, NY)
- 19 days ago
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 technology....
In PersonTeam Based Financial Advisor - Albany, NY
- Thrivent Financial
- Albany, NY (12 miles from Round Lake, NY)
- 23 days ago
- Albany, NY (12 miles from Round Lake, NY)
- 23 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 PersonLicensed Private Client Banker
- KeyBank
- East Greenbush, NY (23 miles from Round Lake, NY)
- 30+ days ago
- East Greenbush, NY (23 miles from Round Lake, NY)
- 30+ days ago
Location: 615 Columbia Turnpike - East Greenbush, New York 12061 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private...
In PersonAssociate Financial Advisor Associate Financial Advisor
- Edward Jones
- Greenwich, NY (18 miles from Round Lake, NY)
- 45+ days ago
- Greenwich, NY (18 miles from Round Lake, NY)
- 45+ days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Greenwich, 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...
In Person- Edward Jones
- Greenwich, NY (18 miles from Round Lake, NY)
- 45+ days ago
- Greenwich, NY (18 miles from Round Lake, NY)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 23-Oct-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
In Person Full Time- Accenture
- Albany, NY (12 miles from Round Lake, NY)
- 60+ days ago
- Albany, NY (12 miles from Round Lake, NY)
- 60+ days ago
banking and payments clients throughout the U.S. and Canada....
In Person- Accenture
- Albany, NY (12 miles from Round Lake, NY)
- 90+ days ago
- Albany, NY (12 miles from Round Lake, NY)
- 90+ days ago
Job Description Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their...
In PersonDemographic Data for Round Lake, NY
Moving to Round Lake, NY? Find some basic demographic data about Round Lake, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Round Lake, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Round Lake, 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
- Private Banking
- Financial Accounting Standards
- Asset Allocation
- Mutual Funds
- Wealth Management
- Consumer Lending
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Securities and Exchange Commission
- Cross Selling
- Lending
- Investment Management
- Financial Planning
- Client Relationships
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Networking
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Military Background
- Reporting
- Telephone Skills
- Coaching
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills