Personal Banker Jobs in Cedar Park, 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.
Financial Advisor - Career Change Opportunity
- Leander, TX (6 miles from Cedar Park, TX)
- 23 hours ago
- Leander, TX (6 miles from Cedar Park, TX)
- 23 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Austin, TX (13 miles from Cedar Park, TX)
- 7 hours ago
- Austin, TX (13 miles from Cedar Park, TX)
- 7 hours ago
As a Personal Banker within PNC's retail banking organization, you will be based in Austin, TX at the West Bank branch. Bilingual Spanish preferred....
- Georgetown, TX (17 miles from Cedar Park, TX)
- 7 hours ago
- Georgetown, TX (17 miles from Cedar Park, TX)
- 7 hours ago
As a Branch Banker within PNC's retail banking organization, you will be based in Georgetown, TX at the Georgetown branch. Bilingual Spanish preferred....
- Austin, TX (19 miles from Cedar Park, TX)
- 20 hours ago
- Austin, TX (19 miles from Cedar Park, TX)
- 20 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Roving Personal Banker- Greater Austin
- Pflugerville, TX (13 miles from Cedar Park, TX)
- 5 days ago
- Pflugerville, TX (13 miles from Cedar Park, TX)
- 5 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....
Member Services Officer- Teller / Personal Banker
- Hutto, TX (16 miles from Cedar Park, TX)
- 5 days ago
- Hutto, TX (16 miles from Cedar Park, TX)
- 5 days ago
Teller and Personal Banker positions....
- Marble Falls, TX (23 miles from Cedar Park, TX)
- 5 days ago
- Marble Falls, TX (23 miles from Cedar Park, TX)
- 5 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker Pflugerville Stonehill
- Pflugerville, TX (13 miles from Cedar Park, TX)
- 7 days ago
- Pflugerville, TX (13 miles from Cedar Park, TX)
- 7 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....
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 (19 miles from Cedar Park, TX)
- 7 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 7 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....
Financial Advisor - PNC Investments
- Georgetown, TX (17 miles from Cedar Park, TX)
- 7 days ago
- Georgetown, TX (17 miles from Cedar Park, TX)
- 7 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Medical Center Austin
- Austin, TX (19 miles from Cedar Park, TX)
- 7 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 7 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....
Personal Banker University Commons
- Round Rock, TX (10 miles from Cedar Park, TX)
- 8 days ago
- Round Rock, TX (10 miles from Cedar Park, TX)
- 8 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 (13 miles from Cedar Park, TX)
- 8 days ago
- Austin, TX (13 miles from Cedar Park, TX)
- 8 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 (15 miles from Cedar Park, TX)
- 8 days ago
- Austin, TX (15 miles from Cedar Park, TX)
- 8 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....
Demographic Data for Cedar Park, TX
Moving to Cedar Park, TX? Find some basic demographic data about Cedar Park, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cedar Park, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cedar Park, 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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