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)
- 7 hours ago
- Austin, TX (10 miles from Bee Cave, TX)
- 7 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Private Client Banker - Bee Caves and Hwy 71 - Bee Cave, TX
- Bee Cave, TX
- 17 hours ago
- Bee Cave, TX
- 17 hours ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Round Rock, TX (20 miles from Bee Cave, TX)
- 22 hours ago
- Round Rock, TX (20 miles from Bee Cave, TX)
- 22 hours ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
Client Relationship Manager - External
- Austin, TX (10 miles from Bee Cave, TX)
- 2 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 2 days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Remote WorkPersonal Banker Bilingual/Spanish, East 11th
- Austin, TX (10 miles from Bee Cave, TX)
- 2 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 2 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....
- Austin, TX (10 miles from Bee Cave, TX)
- 6 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Leander, TX (14 miles from Bee Cave, TX)
- 6 days ago
- Leander, TX (14 miles from Bee Cave, TX)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Leander, TX 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 gender diversity...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Austin, TX (10 miles from Bee Cave, TX)
- 7 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 7 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Austin, TX Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and equally...
Member Services Officer- Teller / Personal Banker
- Pflugerville, TX (18 miles from Bee Cave, TX)
- 7 days ago
- Pflugerville, TX (18 miles from Bee Cave, TX)
- 7 days ago
Teller and Personal Banker positions....
- Round Rock, TX (20 miles from Bee Cave, TX)
- 7 days ago
- Round Rock, TX (20 miles from Bee Cave, TX)
- 7 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
Personal Financial Representative - Pflugerville
- Pflugerville, TX (18 miles from Bee Cave, TX)
- 9 days ago
- Pflugerville, TX (18 miles from Bee Cave, TX)
- 9 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...
Budget Director/Senior Financial Advisor
- Austin, TX (10 miles from Bee Cave, TX)
- 11 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 11 days ago
Budget Director/Senior Financial Advisor Job Details Job Location Huston-Tillotson University - AUSTIN, TX Salary Range $75000.00 Salary/year Description POSITION SUMMARY The Budget...
Personal Financial Representative - Highway 79
- Round Rock, TX (20 miles from Bee Cave, TX)
- 13 days ago
- Round Rock, TX (20 miles from Bee Cave, TX)
- 13 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...
Personal Banker Austin Northwest - TX
- Cedar Park, TX (12 miles from Bee Cave, TX)
- 14 days ago
- Cedar Park, TX (12 miles from Bee Cave, TX)
- 14 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....
- Austin, TX (10 miles from Bee Cave, TX)
- 15 days ago
- Austin, TX (10 miles from Bee Cave, TX)
- 15 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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