Personal Banker Jobs in Union Hill, NY
Private Client Financial Advisor - Rochester, NY
- Rochester, NY (12 miles from Union Hill, NY)
- 5 days ago
- Rochester, NY (12 miles from Union Hill, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Southern MN
- Rochester, NY (12 miles from Union Hill, NY)
- 6 days ago
- Rochester, NY (12 miles from Union Hill, 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...
- Spencerport, NY (22 miles from Union Hill, NY)
- 10 days ago
- Spencerport, NY (22 miles from Union Hill, NY)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Client Relationship Manager
- Rochester, NY (12 miles from Union Hill, NY)
- 22 days ago
- Rochester, NY (12 miles from Union Hill, NY)
- 22 days ago
Mutual of America Financial Group Job Title: Sr. Client Relationship Manager Location: Rochester, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they...
2026 January Financial Advisor Development Program - Rochester
- Rochester, NY (12 miles from Union Hill, NY)
- 25 days ago
- Rochester, NY (12 miles from Union Hill, NY)
- 25 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Private Client Banker - Penfield Branch
- Penfield, NY (5 miles from Union Hill, NY)
- 45+ days ago
- Penfield, NY (5 miles from Union Hill, NY)
- 45+ days ago
Location: 2155 Penfield Road - Penfield, New York 14526 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Merrill Experienced Financial Advisor
- Pittsford, NY (13 miles from Union Hill, NY)
- 60+ days ago
- Pittsford, NY (13 miles from Union Hill, NY)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - The Summit Federal Credit Union
- Rochester, NY (12 miles from Union Hill, NY)
- 90+ days ago
- Rochester, NY (12 miles from Union Hill, NY)
- 90+ days ago
Financial Advisor - The Summit 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 credit...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Union Hill, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Union Hill, 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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