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.
- Taylor, TX (18 miles from Elgin, TX)
- 18 hours ago
- Taylor, TX (18 miles from Elgin, TX)
- 18 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker, Brodie Ln, Arbor Trails
- Austin, TX (24 miles from Elgin, TX)
- 18 hours ago
- Austin, TX (24 miles from Elgin, TX)
- 18 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....
Member Services Officer- Teller / Personal Banker (Part Time)- Bilingual Preferred
- Bastrop, TX (12 miles from Elgin, TX)
- 19 hours ago
- Bastrop, TX (12 miles from Elgin, TX)
- 19 hours ago
Teller and Personal Banker positions....
Personal Financial Representative - Mueller
- Austin, TX (24 miles from Elgin, TX)
- 19 hours ago
- Austin, TX (24 miles from Elgin, TX)
- 19 hours 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 Round Rock and Hutto - TX
- Hutto, TX (20 miles from Elgin, TX)
- 1 day ago
- Hutto, TX (20 miles from Elgin, TX)
- 1 day 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 (24 miles from Elgin, TX)
- 3 days ago
- Austin, TX (24 miles from Elgin, TX)
- 3 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)
- 4 days ago
- Austin, TX (24 miles from Elgin, TX)
- 4 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 (24 miles from Elgin, TX)
- 8 days ago
- Austin, TX (24 miles from Elgin, TX)
- 8 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 (23 miles from Elgin, TX)
- 8 days ago
- Round Rock, TX (23 miles from Elgin, 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 Round Rock - TX
- Round Rock, TX (23 miles from Elgin, TX)
- 9 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 9 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 (23 miles from Elgin, TX)
- 10 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 10 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 (24 miles from Elgin, TX)
- 12 days ago
- Austin, TX (24 miles from Elgin, TX)
- 12 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 Work- Round Rock, TX (23 miles from Elgin, TX)
- 17 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 17 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...
Budget Director/Senior Financial Advisor
- Austin, TX (24 miles from Elgin, TX)
- 21 days ago
- Austin, TX (24 miles from Elgin, TX)
- 21 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 (23 miles from Elgin, TX)
- 22 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 22 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...
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- 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
- Commercial Banking
- 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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