Personal Banker Jobs in Hidalgo, 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.
- Pharr, TX (3 miles from Hidalgo, TX)
- 8 days ago
- Pharr, TX (3 miles from Hidalgo, TX)
- 8 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...
- Penitas, TX (16 miles from Hidalgo, TX)
- 12 days ago
- Penitas, TX (16 miles from Hidalgo, TX)
- 12 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....
As a Personal Banker within PNC's Retail Banking organization, you will be based in Hidalgo, TX....
San Antonio Financial Advisor with Alamo Associates (Team Sponsored Launch)
- Alamo, TX (10 miles from Hidalgo, TX)
- 90+ days ago
- Alamo, TX (10 miles from Hidalgo, TX)
- 90+ days ago
Team-Sponsored Launch - Alamo Assocaites Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of...
Demographic Data for Hidalgo, TX
Moving to Hidalgo, TX? Find some basic demographic data about Hidalgo, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hidalgo, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hidalgo, 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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