Personal Banker Jobs in West Point, NY
- Marlboro, NY (15 miles from West Point, NY)
- 22 hours ago
- Marlboro, NY (15 miles from West Point, NY)
- 22 hours ago
This job posting is anticipated to remain open for 30 days, from 07-Oct-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor Financial Advisor
- Hopewell Junction, NY (14 miles from West Point, NY)
- 2 days ago
- Hopewell Junction, NY (14 miles from West Point, NY)
- 2 days ago
Financial Advisor Edward Jones 3.8 ( ) Hopewell Junction, NY for later Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
Personal Banker Bilingual Legacy Nowe
- Croton on Hudson, NY (13 miles from West Point, NY)
- 10 days ago
- Croton on Hudson, NY (13 miles from West Point, NY)
- 10 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....
- Ossining, NY (15 miles from West Point, NY)
- 10 days ago
- Ossining, NY (15 miles from West Point, NY)
- 10 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....
- Ramsey, NJ (24 miles from West Point, NY)
- 14 days ago
- Ramsey, NJ (24 miles from West Point, NY)
- 14 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Private Client Financial Advisor - Poughkeepsie, NY
- Poughkeepsie, NY (20 miles from West Point, NY)
- 14 days ago
- Poughkeepsie, NY (20 miles from West Point, NY)
- 14 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...
- Highland Falls, NY (6 miles from West Point, NY)
- 29 days ago
- Highland Falls, NY (6 miles from West Point, NY)
- 29 days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
- New Windsor, NY (5 miles from West Point, NY)
- 30+ days ago
- New Windsor, NY (5 miles from West Point, NY)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Vails Gate, NY (6 miles from West Point, NY)
- 30+ days ago
- Vails Gate, NY (6 miles from West Point, NY)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker, Poughkeepsie, NY
- Poughkeepsie, NY (20 miles from West Point, NY)
- 60+ days ago
- Poughkeepsie, NY (20 miles from West Point, NY)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Northern New Jersey
- Mahwah, NJ (24 miles from West Point, NY)
- 60+ days ago
- Mahwah, NJ (24 miles from West Point, NY)
- 60+ days ago
Thrivent Financial Advisor 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...
Financial Advisor - New York City Metro
- Poughkeepsie, NY (20 miles from West Point, NY)
- 60+ days ago
- Poughkeepsie, NY (20 miles from West Point, NY)
- 60+ 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...
Licensed Private Client Banker
- Suffern, NY (18 miles from West Point, NY)
- 90+ days ago
- Suffern, NY (18 miles from West Point, NY)
- 90+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Point, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Point, 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
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Consumer Lending
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Retail
- Closing
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Military Background
- Written Communication
- Business Development
- Math
- Customer Relations
- Friendliness
- Reporting
- Telephone Skills
- Flexibility
- Policy Development
- Coaching
- Regulations
- Sales
- Organization
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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