Personal Banker Jobs in Corpus Christi, 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.
- Bishop, TX (22 miles from Corpus Christi, TX)
- 3 days ago
- Bishop, TX (22 miles from Corpus Christi, TX)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker Corpus Christi Moore Personal Banker Corpus Christi Moore
- Corpus Christi, TX
- 6 days ago
- Corpus Christi, TX
- 6 days ago
Personal Banker Corpus Christi Moore PNC Financial Services Group 3.6 ( ) Corpus Christi, TX Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
- Corpus Christi, TX
- 6 days ago
- Corpus Christi, TX
- 6 days ago
Bilingual Spanish-Personal Banker Corpus Christi Ayers PNC Financial Services Group 3.6 ( ) Corpus Christi, TX Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1...
This job posting is anticipated to remain open for 30 days, from 06-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
We're looking for a Teller/Personal Banker to provide excellent client services by processing both business and individual banking transactions and cross-selling bank services....
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...
Bilingual Customer Relationship Manager
- Corpus Christi, TX
- 60+ days ago
- Corpus Christi, TX
- 60+ 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...
Personal Banker Corpus Christi Moore
- Corpus Christi, TX
- 60+ days ago
- Corpus Christi, TX
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
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...
Demographic Data for Corpus Christi, TX
Moving to Corpus Christi, TX? Find some basic demographic data about Corpus Christi, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Corpus Christi, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Corpus Christi, 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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