Personal Banker Jobs in Lockhart, 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 - Career Change Opportunity
- Austin, TX (23 miles from Lockhart, TX)
- 2 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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...
- Austin, TX (23 miles from Lockhart, TX)
- 5 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 5 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Austin, TX (23 miles from Lockhart, TX)
- 5 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 5 days ago
This Is the Role You've Been Preparing For-Don't Let It Pass You By You're a closer. You know how to turn opportunity into results. You're not here to play small-you're ready to change lives,...
- Austin, TX (23 miles from Lockhart, TX)
- 8 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 8 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Floating Personal Banker Part-Time
- Austin, TX (23 miles from Lockhart, TX)
- 8 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 8 days ago
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Austin, TX (23 miles from Lockhart, TX)
- 9 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 9 days ago
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Austin, TX (23 miles from Lockhart, TX)
- 11 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 11 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Area Personal Financial Representative
- Austin, TX (23 miles from Lockhart, TX)
- 12 days ago
- Austin, TX (23 miles from Lockhart, 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 (23 miles from Lockhart, TX)
- 14 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 14 days ago
Financial Aid Role The Financial Aid Advisor creates and implements a customer-focused financial plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the...
- Austin, TX (23 miles from Lockhart, TX)
- 16 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 16 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Roving Personal Banker, Tri County South District
- San Marcos, TX (21 miles from Lockhart, TX)
- 18 days ago
- San Marcos, TX (21 miles from Lockhart, TX)
- 18 days ago
Associate Roving Personal Banker, Tri County South District 3.6 3.6 out of 5 stars San Marcos, TX Why Wells Fargo: Are you looking for more? Find it here....
Member Services Officer- Teller / Personal Banker
- Austin, TX (23 miles from Lockhart, TX)
- 19 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 19 days ago
Teller and Personal Banker positions....
- Austin, TX (23 miles from Lockhart, TX)
- 23 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 23 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Austin, TX (23 miles from Lockhart, TX)
- 27 days ago
- Austin, TX (23 miles from Lockhart, TX)
- 27 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Demographic Data for Lockhart, TX
Moving to Lockhart, TX? Find some basic demographic data about Lockhart, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lockhart, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lockhart, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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