Personal Banker Jobs in Leander, 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.
- Austin, TX (23 miles from Leander, TX)
- 1 day ago
- Austin, TX (23 miles from Leander, 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 (23 miles from Leander, TX)
- 1 day ago
- Austin, TX (23 miles from Leander, TX)
- 1 day ago
Teller and Personal Banker positions....
Associate Roving Personal Banker, Tri County South District
- Austin, TX (23 miles from Leander, TX)
- 2 days ago
- Austin, TX (23 miles from Leander, TX)
- 2 days 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 (23 miles from Leander, TX)
- 4 days ago
- Austin, TX (23 miles from Leander, 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 (23 miles from Leander, TX)
- 4 days ago
- Austin, TX (23 miles from Leander, 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 (23 miles from Leander, TX)
- 4 days ago
- Austin, TX (23 miles from Leander, 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 WorkPersonal Banker, Bee Cave Galleria
- Bee Cave, TX (14 miles from Leander, TX)
- 5 days ago
- Bee Cave, TX (14 miles from Leander, TX)
- 5 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....
- Austin, TX (23 miles from Leander, TX)
- 5 days ago
- Austin, TX (23 miles from Leander, 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 (23 miles from Leander, TX)
- 5 days ago
- Austin, TX (23 miles from Leander, TX)
- 5 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Bee Cave, TX (14 miles from Leander, TX)
- 6 days ago
- Bee Cave, TX (14 miles from Leander, TX)
- 6 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Parmer Ranch (NEW BUILD)
- Georgetown, TX (21 miles from Leander, TX)
- 7 days ago
- Georgetown, TX (21 miles from Leander, TX)
- 7 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....
- Austin, TX (23 miles from Leander, TX)
- 9 days ago
- Austin, TX (23 miles from Leander, TX)
- 9 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 (23 miles from Leander, TX)
- 18 days ago
- Austin, TX (23 miles from Leander, 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 (15 miles from Leander, TX)
- 18 days ago
- Round Rock, TX (15 miles from Leander, 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 (23 miles from Leander, TX)
- 24 days ago
- Austin, TX (23 miles from Leander, 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...
Demographic Data for Leander, TX
Moving to Leander, TX? Find some basic demographic data about Leander, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leander, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leander, 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
- Account Opening
- 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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