Personal Banker Jobs in Bee Cave, 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.
- Austin, TX (10 miles from Bee Cave, TX)
- 21 hours ago
- Austin, TX (10 miles from Bee Cave, TX)
- 21 hours ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Round Rock, TX (20 miles from Bee Cave, TX)
- 1 day ago
- Round Rock, TX (20 miles from Bee Cave, TX)
- 1 day ago
As a Personal Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the Redbud branch. Bilingual Spanish preferred....
- Lakeway, TX (6 miles from Bee Cave, TX)
- 1 day ago
- Lakeway, TX (6 miles from Bee Cave, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Area Personal Financial Representative
- Austin, TX (10 miles from Bee Cave, TX)
- 2 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 2 days ago
lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm....
- Round Rock, TX (19 miles from Bee Cave, TX)
- 2 days ago
- Round Rock, TX (19 miles from Bee Cave, TX)
- 2 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the Redbud branch. Bilingual Spanish preferred....
- Austin, TX (10 miles from Bee Cave, TX)
- 3 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 3 days ago
Financial Aid Role The Financial Aid Advisor creates and implements a customer-focused financial plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the...
Personal Financial Representative - Mueller
- Austin, TX (10 miles from Bee Cave, TX)
- 3 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 3 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...
- Austin, TX (10 miles from Bee Cave, TX)
- 5 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 5 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Roving Personal Banker, Tri County South District
- Kyle, TX (22 miles from Bee Cave, TX)
- 7 days ago
- Kyle, TX (22 miles from Bee Cave, TX)
- 7 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....
- Austin, TX (10 miles from Bee Cave, TX)
- 8 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 8 days ago
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy...
Member Services Officer- Teller / Personal Banker
- Austin, TX (10 miles from Bee Cave, TX)
- 9 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 9 days ago
Teller and Personal Banker positions....
Contact Center Personal Banker
- Austin, TX (10 miles from Bee Cave, TX)
- 11 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 11 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Austin, TX (10 miles from Bee Cave, TX)
- 12 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Austin, TX (10 miles from Bee Cave, TX)
- 13 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 13 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Austin, TX (10 miles from Bee Cave, TX)
- 16 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 16 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Demographic Data for Bee Cave, TX
Moving to Bee Cave, TX? Find some basic demographic data about Bee Cave, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bee Cave, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bee Cave, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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