Personal Banker Jobs in Pflugerville, 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.
Area Personal Financial Representative
- Austin, TX (17 miles from Pflugerville, TX)
- 9 hours ago
- Austin, TX (17 miles from Pflugerville, TX)
- 9 hours 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....
- Round Rock, TX (4 miles from Pflugerville, TX)
- 20 hours ago
- Round Rock, TX (4 miles from Pflugerville, TX)
- 20 hours ago
As a Personal Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the Redbud branch. Bilingual Spanish preferred....
- Austin, TX (17 miles from Pflugerville, TX)
- 2 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 2 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...
Personal Financial Representative - Mueller
- Austin, TX (17 miles from Pflugerville, TX)
- 2 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 2 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...
- Austin, TX (17 miles from Pflugerville, TX)
- 3 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Taylor, TX (15 miles from Pflugerville, TX)
- 6 days ago
- Taylor, TX (15 miles from Pflugerville, TX)
- 6 days ago
Join our client, a leading financial institution in Taylor, Texas, as a Contract Personal Banker....
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy...
Member Services Officer- Teller / Personal Banker
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
Teller and Personal Banker positions....
Associate Roving Personal Banker, Tri County South District
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Contact Center Personal Banker
- Austin, TX (17 miles from Pflugerville, TX)
- 10 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Austin, TX (17 miles from Pflugerville, TX)
- 11 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Austin, TX (17 miles from Pflugerville, TX)
- 11 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 11 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Austin, TX (17 miles from Pflugerville, TX)
- 15 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 15 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...
Financial Advisor - Austin Telco Federal Credit Union
- Austin, TX (17 miles from Pflugerville, TX)
- 23 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 23 days ago
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Personal Banker University Commons
- Round Rock, TX (7 miles from Pflugerville, TX)
- 24 days ago
- Round Rock, TX (7 miles from Pflugerville, TX)
- 24 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Demographic Data for Pflugerville, TX
Moving to Pflugerville, TX? Find some basic demographic data about Pflugerville, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pflugerville, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pflugerville, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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