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.
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...
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 Bilingual/Spanish, San Antonio Las Palmas
- San Antonio, TX
- 3 days ago
- San Antonio, TX
- 3 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....
Business Banking Consultant Senior - Vice President
- San Antonio, TX
- 6 days ago
- San Antonio, TX
- 6 days ago
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide our clients the best solutions for...
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Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker (Full Time) - San Pedro North
- San Antonio, TX
- 10 days ago
- San Antonio, TX
- 10 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Bilingual Spanish -Personal Banker SW Military
- San Antonio, TX
- 18 days ago
- San Antonio, TX
- 18 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....
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...
Customer Relationship Manager- Hill Country
- San Antonio, TX
- 90+ days ago
- San Antonio, TX
- 90+ 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...
Bilingual Customer Relationship Manager- Laredo
- San Antonio, TX
- 90+ days ago
- San Antonio, TX
- 90+ 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...
They coach military families on how to build aprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing...
Bilingual Spanish -Personal Banker South Park Mall
- San Antonio, TX
- 45+ days ago
- San Antonio, TX
- 45+ 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....
Financial Advisor - San Antonio and Surrounding areas
- San Antonio, TX
- 60+ days ago
- San Antonio, TX
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
San Antonio - Financial Advisor with Alamo Associates (Team Sponsored Launch)
- San Antonio, TX
- 60+ days ago
- San Antonio, TX
- 60+ 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...
Its about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in...
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
- 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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