Personal Banker Jobs in San Antonio, 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.
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Req ID: 76858 Location: San Antonio -SANAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/30/2025 BOK Financial Corporation...
Personal Banker- Retail (San Antonio, TX, US, 78209)
- San Antonio, TX
- 8 days ago
- San Antonio, TX
- 8 days ago
Req ID: 76858 Location: San Antonio -SANAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/30/2025 BOK Financial Corporation...
- San Antonio, TX (4 miles from San Antonio, TX)
- 8 days ago
- San Antonio, TX (4 miles from San Antonio, TX)
- 8 days ago
Req ID: 76858 Location: San Antonio -SANAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/30/2025 BOK Financial Corporation...
- Helotes, TX (16 miles from San Antonio, TX)
- 15 days ago
- Helotes, TX (16 miles from San Antonio, TX)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
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...
The Associate Advisor supports the creation, execution and monitoring of clients financial strategy through direct client interaction, paperwork processing and behind the scenes coordination with...
Career Opportunity Details Full Time Client Relationship Manager San Antonio, TX Apply Now Share This Copy URL We are seeking an experienced, highly self-motivated, and well-rounded Client...
Bilingual Customer Relationship Manager- Laredo
- San Antonio, TX
- 60+ days ago
- San Antonio, TX
- 60+ days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
Financial Advisor - Pentagon Federal Credit Union
- San Antonio, TX
- 60+ days ago
- San Antonio, TX
- 60+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Pentagon Federal...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
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...
San Antonio - Financial Advisor with Alamo Associates (Team Sponsored Launch)
- San Antonio, TX
- 90+ days ago
- San Antonio, TX
- 90+ days ago
Team-Sponsored Launch - Alamo Assocaites Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of...
Demographic Data for San Antonio, TX
Moving to San Antonio, TX? Find some basic demographic data about San Antonio, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Antonio, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Antonio, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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