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.
Financial Advisor - Career Change Opportunity
- Leander, TX (19 miles from Pflugerville, TX)
- 29 days ago
- Leander, TX (19 miles from Pflugerville, TX)
- 29 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
US Experienced Financial Advisor
- Round Rock, TX (7 miles from Pflugerville, TX)
- 17 hours ago
- Round Rock, TX (7 miles from Pflugerville, TX)
- 17 hours ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Personal Banker - Cameron Road
- Austin, TX (17 miles from Pflugerville, TX)
- 20 hours ago
- Austin, TX (17 miles from Pflugerville, TX)
- 20 hours ago
As a Branch Banker within PNC's retail banking organization, you will be based in Austin, TX at the Cameron Road branch. Bilingual Spanish preferred....
- Austin, TX (17 miles from Pflugerville, TX)
- 20 hours ago
- Austin, TX (17 miles from Pflugerville, TX)
- 20 hours ago
As a Branch Banker within PNC's retail banking organization, you will be based in Austin, TX at the Four Points branch. Bilingual Spanish preferred....
- Austin, TX (17 miles from Pflugerville, TX)
- 1 day ago
- Austin, TX (17 miles from Pflugerville, TX)
- 1 day 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 - Cameron Road
- Austin, TX (10 miles from Pflugerville, TX)
- 2 days ago
- Austin, TX (10 miles from Pflugerville, TX)
- 2 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Austin, TX at the Cameron Road branch. Bilingual Spanish preferred....
- Austin, TX (14 miles from Pflugerville, TX)
- 2 days ago
- Austin, TX (14 miles from Pflugerville, TX)
- 2 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Austin, TX at the Four Points branch. Bilingual Spanish preferred....
Personal Financial Representative - Ben White
- Austin, TX (17 miles from Pflugerville, TX)
- 6 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 6 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...
Personal Financial Representative - Pflugerville
- Pflugerville, TX
- 6 days ago
- Pflugerville, TX
- 6 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...
- Hutto, TX (8 miles from Pflugerville, TX)
- 7 days ago
- Hutto, TX (8 miles from Pflugerville, TX)
- 7 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 - Certification Provided
- Georgetown, TX (15 miles from Pflugerville, TX)
- 8 days ago
- Georgetown, TX (15 miles from Pflugerville, TX)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker, Bee Cave Galleria
- Bee Cave, TX (18 miles from Pflugerville, TX)
- 10 days ago
- Bee Cave, TX (18 miles from Pflugerville, TX)
- 10 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 (17 miles from Pflugerville, TX)
- 14 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 14 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 (17 miles from Pflugerville, TX)
- 14 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 14 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 (17 miles from Pflugerville, TX)
- 14 days ago
- Austin, TX (17 miles from Pflugerville, TX)
- 14 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....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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