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.
Personal Banker Round Rock and Hutto - TX
- Hutto, TX (16 miles from Cedar Park, TX)
- 20 hours ago
- Hutto, TX (16 miles from Cedar Park, TX)
- 20 hours 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 Banker, Tarrytown, South Lamar
- Austin, TX (19 miles from Cedar Park, TX)
- 2 days ago
- Austin, TX (19 miles from Cedar Park, 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 (19 miles from Cedar Park, TX)
- 3 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 3 days ago
Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: Austin Domain Benefits: Medical, Prescription Drugs, Dental,...
- Austin, TX (19 miles from Cedar Park, TX)
- 7 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 7 days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
- Round Rock, TX (10 miles from Cedar Park, TX)
- 7 days ago
- Round Rock, TX (10 miles from Cedar Park, TX)
- 7 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....
- Bee Cave, TX (12 miles from Cedar Park, TX)
- 7 days ago
- Bee Cave, TX (12 miles from Cedar Park, TX)
- 7 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Bee Cave, TX at the Bee Cave branch. Bilingual Spanish preferred....
Personal Banker Round Rock - TX
- Round Rock, TX (10 miles from Cedar Park, TX)
- 8 days ago
- Round Rock, TX (10 miles from Cedar Park, TX)
- 8 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 Banker, Lakeway South
- Lakeway, TX (11 miles from Cedar Park, TX)
- 8 days ago
- Lakeway, TX (11 miles from Cedar Park, TX)
- 8 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....
- Round Rock, TX (10 miles from Cedar Park, TX)
- 9 days ago
- Round Rock, TX (10 miles from Cedar Park, TX)
- 9 days 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 (19 miles from Cedar Park, TX)
- 11 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 11 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 WorkMember Services Officer- Teller / Personal Banker
- Georgetown, TX (17 miles from Cedar Park, TX)
- 11 days ago
- Georgetown, TX (17 miles from Cedar Park, TX)
- 11 days ago
Teller and Personal Banker positions....
- Austin, TX (19 miles from Cedar Park, TX)
- 15 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Financial Advisor Associate Financial Advisor
- Marble Falls, TX (23 miles from Cedar Park, TX)
- 15 days ago
- Marble Falls, TX (23 miles from Cedar Park, TX)
- 15 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Marble Falls, 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...
Financial Advisor Financial Advisor
- Leander, TX (6 miles from Cedar Park, TX)
- 15 days ago
- Leander, TX (6 miles from Cedar Park, TX)
- 15 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 (19 miles from Cedar Park, TX)
- 15 days ago
- Austin, TX (19 miles from Cedar Park, TX)
- 15 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...
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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
- Business Development
- Retail
- 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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