Personal Banker Jobs in Kyle, 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, Bee Cave Galleria
- Bee Cave, TX (22 miles from Kyle, TX)
- 1 hour ago
- Bee Cave, TX (22 miles from Kyle, TX)
- 1 hour 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....
Private Client Banker - University Square San Marcos - San Marcos, TX
- San Marcos, TX (13 miles from Kyle, TX)
- 1 day ago
- San Marcos, TX (13 miles from Kyle, TX)
- 1 day ago
JobID: 210631020 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-27T15:30:33+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Canyon Lake, TX (24 miles from Kyle, TX)
- 2 days ago
- Canyon Lake, TX (24 miles from Kyle, 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....
Personal Banker Bilingual/Spanish, Ben White
- Austin, TX (16 miles from Kyle, TX)
- 3 days ago
- Austin, TX (16 miles from Kyle, 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....
Financial Advisor - Financial Firm - Austin, TX
- Austin, TX (16 miles from Kyle, TX)
- 4 days ago
- Austin, TX (16 miles from Kyle, TX)
- 4 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 (16 miles from Kyle, TX)
- 4 days ago
- Austin, TX (16 miles from Kyle, TX)
- 4 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 (16 miles from Kyle, TX)
- 4 days ago
- Austin, TX (16 miles from Kyle, TX)
- 4 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 Banker William Cannon
- Austin, TX (14 miles from Kyle, TX)
- 5 days ago
- Austin, TX (14 miles from Kyle, TX)
- 5 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....
- Austin, TX (16 miles from Kyle, TX)
- 11 days ago
- Austin, TX (16 miles from Kyle, TX)
- 11 days ago
The Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
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...
Member Services Officer- Teller / Personal Banker (Part Time)
- Austin, TX (16 miles from Kyle, TX)
- 12 days ago
- Austin, TX (16 miles from Kyle, TX)
- 12 days ago
Teller and Personal Banker positions....
Area Personal Financial Representative 1
- Austin, TX (16 miles from Kyle, TX)
- 12 days ago
- Austin, TX (16 miles from Kyle, TX)
- 12 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....
- Austin, TX (16 miles from Kyle, TX)
- 18 days ago
- Austin, TX (16 miles from Kyle, TX)
- 18 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 (16 miles from Kyle, TX)
- 18 days ago
- Austin, TX (16 miles from Kyle, TX)
- 18 days ago
Teller and Personal Banker positions....
- Austin, TX (21 miles from Kyle, TX)
- 19 days ago
- Austin, TX (21 miles from Kyle, TX)
- 19 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....
Demographic Data for Kyle, TX
Moving to Kyle, TX? Find some basic demographic data about Kyle, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kyle, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kyle, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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