Personal Banker Jobs in Lakeway, 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
- Austin, TX (16 miles from Lakeway, TX)
- 23 hours ago
- Austin, TX (16 miles from Lakeway, TX)
- 23 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Hwy 71 and Serene Hills - Lakeway, TX
- Lakeway, TX
- 18 hours ago
- Lakeway, TX
- 18 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Financial Representative - New Hope
- Cedar Park, TX (11 miles from Lakeway, TX)
- 3 days ago
- Cedar Park, TX (11 miles from Lakeway, TX)
- 3 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 (16 miles from Lakeway, TX)
- 4 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 4 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
/18968/363f075f-c1dd-41b5-93de-89adf9708427.png&z=8&s=BNK&ih_t=5%2F7%2F2025+2%3A02%3A45+PM&utm_medium=internal%20referrer&utm_campaign=internal---online-course-library&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Austin, TX (16 miles from Lakeway, TX)
- 4 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 4 days ago
This Is the Role You've Been Preparing For-Don't Let It Pass You By You're a closer. You know how to turn opportunity into results. You're not here to play small-you're ready to change lives,...
- Marble Falls, TX (19 miles from Lakeway, TX)
- 5 days ago
- Marble Falls, TX (19 miles from Lakeway, TX)
- 5 days ago
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...
- Austin, TX (16 miles from Lakeway, TX)
- 6 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 6 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Floating Personal Banker Part-Time
- Austin, TX (16 miles from Lakeway, TX)
- 7 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 7 days ago
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Austin, TX (16 miles from Lakeway, TX)
- 8 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 8 days ago
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Austin, TX (16 miles from Lakeway, TX)
- 10 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 10 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Round Rock, TX (21 miles from Lakeway, TX)
- 10 days ago
- Round Rock, TX (21 miles from Lakeway, TX)
- 10 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the Redbud branch. Bilingual Spanish preferred....
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Area Personal Financial Representative
- Austin, TX (16 miles from Lakeway, TX)
- 11 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 11 days ago
lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm....
- Round Rock, TX (21 miles from Lakeway, TX)
- 11 days ago
- Round Rock, TX (21 miles from Lakeway, TX)
- 11 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Round Rock, TX at the Redbud branch. Bilingual Spanish preferred....
- Austin, TX (16 miles from Lakeway, TX)
- 13 days ago
- Austin, TX (16 miles from Lakeway, TX)
- 13 days ago
Financial Aid Role The Financial Aid Advisor creates and implements a customer-focused financial plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the...
Demographic Data for Lakeway, TX
Moving to Lakeway, TX? Find some basic demographic data about Lakeway, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakeway, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakeway, 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »