Personal Banker Jobs in Leander, 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.
Financial Advisor - Financial Firm - Austin, TX
- Austin, TX (23 miles from Leander, TX)
- 11 hours ago
- Austin, TX (23 miles from Leander, TX)
- 11 hours 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 (23 miles from Leander, TX)
- 11 hours ago
- Austin, TX (23 miles from Leander, TX)
- 11 hours 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 (23 miles from Leander, TX)
- 18 hours ago
- Austin, TX (23 miles from Leander, TX)
- 18 hours 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....
- Marble Falls, TX (17 miles from Leander, TX)
- 21 hours ago
- Marble Falls, TX (17 miles from Leander, TX)
- 21 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Georgetown, TX (21 miles from Leander, TX)
- 3 days ago
- Georgetown, TX (21 miles from Leander, TX)
- 3 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Personal Banker, Dripping Springs, Circle C, Arbor Trails
- Austin, TX (23 miles from Leander, TX)
- 5 days ago
- Austin, TX (23 miles from Leander, 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 Georgetown, TX
- Georgetown, TX (21 miles from Leander, TX)
- 6 days ago
- Georgetown, TX (21 miles from Leander, TX)
- 6 days ago
Financial Advisor Georgetown, TX Empower Wealth & Tax At Empower Wealth & Tax, we believe every individual deserves a comprehensive, written financial plan tailored to their unique goals and...
- Austin, TX (23 miles from Leander, TX)
- 7 days ago
- Austin, TX (23 miles from Leander, TX)
- 7 days ago
The Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Round Rock, TX (15 miles from Leander, TX)
- 8 days ago
- Round Rock, TX (15 miles from Leander, 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...
Private Client Banker - Plaza Volente - Austin, TX
- Austin, TX (23 miles from Leander, TX)
- 8 days ago
- Austin, TX (23 miles from Leander, TX)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Member Services Officer- Teller / Personal Banker (Part Time)
- Austin, TX (23 miles from Leander, TX)
- 8 days ago
- Austin, TX (23 miles from Leander, TX)
- 8 days ago
Teller and Personal Banker positions....
Area Personal Financial Representative 1
- Austin, TX (23 miles from Leander, TX)
- 8 days ago
- Austin, TX (23 miles from Leander, TX)
- 8 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....
Personal Banker (Full Time) - Lakeway
- Lakeway, TX (10 miles from Leander, TX)
- 11 days ago
- Lakeway, TX (10 miles from Leander, TX)
- 11 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Liberty Hill, TX (11 miles from Leander, TX)
- 11 days ago
- Liberty Hill, TX (11 miles from Leander, TX)
- 11 days ago
Personal Banker Date: April 2024 FLSA Status: Non-Exempt, Hourly Location: Various Locations Division: Operations Reports to: Branch Manager and Area Branch Manager Essential Job Duties + Consistently...
Member Services Officer- Teller / Personal Banker- Bilingual Preferred
- Round Rock, TX (15 miles from Leander, TX)
- 12 days ago
- Round Rock, TX (15 miles from Leander, TX)
- 12 days ago
Teller and Personal Banker positions....
Demographic Data for Leander, TX
Moving to Leander, TX? Find some basic demographic data about Leander, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leander, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leander, 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- 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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