Personal Banker Jobs in Schertz, 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.
- Canyon Lake, TX (15 miles from Schertz, TX)
- 10 days ago
- Canyon Lake, TX (15 miles from Schertz, TX)
- 10 days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Canyon Lake, CA....
- San Antonio, TX (16 miles from Schertz, TX)
- 10 days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 10 days ago
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...
- Canyon Lake, TX (15 miles from Schertz, TX)
- 16 days ago
- Canyon Lake, TX (15 miles from Schertz, TX)
- 16 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....
- San Antonio, TX (16 miles from Schertz, TX)
- 30+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 30+ days ago
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...
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Bilingual Customer Relationship Manager- Laredo
- San Antonio, TX (16 miles from Schertz, TX)
- 30+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 30+ 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 (16 miles from Schertz, TX)
- 30+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 30+ 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...
Merrill Experienced Financial Advisor
- San Antonio, TX (16 miles from Schertz, TX)
- 45+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 45+ 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....
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ 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 - San Antonio and Surrounding areas
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ 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 (16 miles from Schertz, TX)
- 90+ days ago
- San Antonio, TX (16 miles from Schertz, 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...
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ days ago
- San Antonio, TX (16 miles from Schertz, TX)
- 90+ days ago
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 Schertz, TX
Moving to Schertz, TX? Find some basic demographic data about Schertz, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Schertz, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Schertz, 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
- 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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