Personal Banker Jobs in Elgin, 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.
- Taylor, TX (18 miles from Elgin, TX)
- 21 hours ago
- Taylor, TX (18 miles from Elgin, TX)
- 21 hours ago
Join our client, a leading financial institution in Taylor, Texas, as a Contract Personal Banker....
Associate Roving Personal Banker, Tri County South District
- Bastrop, TX (12 miles from Elgin, TX)
- 1 day ago
- Bastrop, TX (12 miles from Elgin, TX)
- 1 day 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....
- Austin, TX (24 miles from Elgin, TX)
- 1 day ago
- Austin, TX (24 miles from Elgin, TX)
- 1 day 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 (24 miles from Elgin, TX)
- 2 days ago
- Austin, TX (24 miles from Elgin, TX)
- 2 days ago
Teller and Personal Banker positions....
- Austin, TX (24 miles from Elgin, TX)
- 4 days ago
- Austin, TX (24 miles from Elgin, TX)
- 4 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....
Personal Banker, Anderson Mill 620
- Austin, TX (24 miles from Elgin, TX)
- 4 days ago
- Austin, TX (24 miles from Elgin, TX)
- 4 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....
Contact Center Personal Banker
- Austin, TX (24 miles from Elgin, TX)
- 4 days ago
- Austin, TX (24 miles from Elgin, TX)
- 4 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 (24 miles from Elgin, TX)
- 5 days ago
- Austin, TX (24 miles from Elgin, TX)
- 5 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 (24 miles from Elgin, TX)
- 6 days ago
- Austin, TX (24 miles from Elgin, TX)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Austin, TX (24 miles from Elgin, TX)
- 10 days ago
- Austin, TX (24 miles from Elgin, TX)
- 10 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 (24 miles from Elgin, TX)
- 18 days ago
- Austin, TX (24 miles from Elgin, TX)
- 18 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 (23 miles from Elgin, TX)
- 18 days ago
- Round Rock, TX (23 miles from Elgin, TX)
- 18 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....
- Austin, TX (24 miles from Elgin, TX)
- 24 days ago
- Austin, TX (24 miles from Elgin, TX)
- 24 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial...
Personal Financial Representative - University
- Austin, TX (24 miles from Elgin, TX)
- 30+ days ago
- Austin, TX (24 miles from Elgin, TX)
- 30+ 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 (24 miles from Elgin, TX)
- 90+ days ago
- Austin, TX (24 miles from Elgin, TX)
- 90+ days ago
This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Demographic Data for Elgin, TX
Moving to Elgin, TX? Find some basic demographic data about Elgin, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elgin, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elgin, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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