Personal Banker Jobs in Austin, TX
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Roving Personal Banker- Greater Austin
- Pflugerville, TX (17 miles from Austin, TX)
- 3 days ago
- Pflugerville, TX (17 miles from Austin, TX)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Pflugerville Stonehill
- Pflugerville, TX (17 miles from Austin, TX)
- 4 days ago
- Pflugerville, TX (17 miles from Austin, TX)
- 4 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....
Personal Financial Representative - New Hope
- Cedar Park, TX (19 miles from Austin, TX)
- 5 days ago
- Cedar Park, TX (19 miles from Austin, TX)
- 5 days ago
Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General...
As a Fulltime Personal Banker within PNC's retail banking organization, you will be based in Austin, TX at the Cameron Rd branch. Bilingual Spanish preferred....
As a Personal Banker within PNC's retail banking organization, you will be based in Austin, TX at the Medical Center Austin branch....
Personal Banker University Commons
- Round Rock, TX (22 miles from Austin, TX)
- 5 days ago
- Round Rock, TX (22 miles from Austin, TX)
- 5 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the University Commons branch. Bilingual Spanish preferred....
Personal Banker Medical Center Austin
- Austin, TX (6 miles from Austin, TX)
- 5 days ago
- Austin, TX (6 miles from Austin, TX)
- 5 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Austin, TX at the Medical Center Austin branch....
- Austin, TX (6 miles from Austin, TX)
- 5 days ago
- Austin, TX (6 miles from Austin, TX)
- 5 days ago
As a Fulltime Personal Banker within PNC's retail banking organization, you will be based in Austin, TX at the Cameron Rd branch. Bilingual Spanish preferred....
- Round Rock, TX (22 miles from Austin, TX)
- 12 days ago
- Round Rock, TX (22 miles from Austin, TX)
- 12 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Austin, TX
- 20 days ago
- Austin, TX
- 20 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
- Lockhart, TX (23 miles from Austin, TX)
- 30+ days ago
- Lockhart, TX (23 miles from Austin, TX)
- 30+ days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Lakeway, TX (16 miles from Austin, TX)
- 30+ days ago
- Lakeway, TX (16 miles from Austin, TX)
- 30+ days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Bee Cave, TX (10 miles from Austin, TX)
- 45+ days ago
- Bee Cave, TX (10 miles from Austin, TX)
- 45+ days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Austin, TX
Moving to Austin, TX? Find some basic demographic data about Austin, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Austin, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Austin, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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