Personal Banker Jobs in Elgin, 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 Bilingual/Spanish, Ben White
- Austin, TX (24 miles from Elgin, TX)
- 5 days ago
- Austin, TX (24 miles from Elgin, TX)
- 5 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....
Financial Advisor - Financial Firm - Austin, TX
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Merrill Market Client Relationship Manager
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker William Cannon
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
As a Personal Banker within PNC's retail banker organization, you will be based in Austin, TX at the William Cannon branch. Bilingual Spanish preferred....
Personal Financial Representative - Manor
- Manor, TX (10 miles from Elgin, TX)
- 7 days ago
- Manor, TX (10 miles from Elgin, TX)
- 7 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, Dripping Springs, Circle C, Arbor Trails
- Austin, TX (24 miles from Elgin, TX)
- 12 days ago
- Austin, TX (24 miles from Elgin, TX)
- 12 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 (24 miles from Elgin, TX)
- 14 days ago
- Austin, TX (24 miles from Elgin, TX)
- 14 days ago
The Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
Member Services Officer- Teller / Personal Banker (Part Time)
- Austin, TX (24 miles from Elgin, TX)
- 15 days ago
- Austin, TX (24 miles from Elgin, TX)
- 15 days ago
Teller and Personal Banker positions....
Area Personal Financial Representative 1
- Austin, TX (24 miles from Elgin, TX)
- 15 days ago
- Austin, TX (24 miles from Elgin, TX)
- 15 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....
Member Services Officer- Teller / Personal Banker- Bilingual Preferred
- Round Rock, TX (23 miles from Elgin, TX)
- 19 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 19 days ago
Teller and Personal Banker positions....
- Austin, TX (24 miles from Elgin, TX)
- 21 days ago
- Austin, TX (24 miles from Elgin, TX)
- 21 days 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....
Member Services Officer- Teller / Personal Banker
- Austin, TX (24 miles from Elgin, TX)
- 21 days ago
- Austin, TX (24 miles from Elgin, TX)
- 21 days ago
Teller and Personal Banker positions....
Personal Banker Medical Center Austin
- Austin, TX (22 miles from Elgin, TX)
- 29 days ago
- Austin, TX (22 miles from Elgin, TX)
- 29 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....
Merrill Experienced Financial Advisor
- Austin, TX (24 miles from Elgin, TX)
- 30+ days ago
- Austin, TX (24 miles from Elgin, TX)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Analyst, Engagement Financial Advisor
- Austin, TX (24 miles from Elgin, TX)
- 30+ days ago
- Austin, TX (24 miles from Elgin, TX)
- 30+ days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Demographic Data for Elgin, TX
Moving to Elgin, TX? Find some basic demographic data about Elgin, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elgin, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elgin, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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