Personal Banker Jobs in Shavano Park, 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
- Boerne, TX (24 miles from Shavano Park, TX)
- 4 days ago
- Boerne, TX (24 miles from Shavano Park, TX)
- 4 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- San Antonio, TX (6 miles from Shavano Park, TX)
- 8 hours ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 8 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Client Relationship Manager-Sat
- San Antonio, TX (6 miles from Shavano Park, TX)
- 1 day ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 1 day ago
Cutter Aviation is searching for an energetic and professional individual to manage client accounts/relationships on a personal and technical level to ensure a positive client experience...
Financial Advisor - San Antonio and Surrounding areas
- San Antonio, TX (6 miles from Shavano Park, TX)
- 2 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 2 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...
Bilingual Spanish Personal Banker at Las Palmas
- San Antonio, TX (6 miles from Shavano Park, TX)
- 3 days ago
- San Antonio, TX (6 miles from Shavano Park, 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....
Private Client Banker -Broadway and Katherine- San Antonio, TX
- San Antonio, TX (6 miles from Shavano Park, TX)
- 4 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 4 days 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...
- San Antonio, TX (6 miles from Shavano Park, TX)
- 5 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 5 days ago
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being...
San Antonio - Financial Advisor with Alamo Associates (Team Sponsored Launch)
- San Antonio, TX (6 miles from Shavano Park, TX)
- 11 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 11 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 (6 miles from Shavano Park, TX)
- 14 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 14 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....
- San Antonio, TX (6 miles from Shavano Park, TX)
- 16 days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 16 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....
- San Antonio, TX (6 miles from Shavano Park, TX)
- 30+ days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 30+ 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...
- San Antonio, TX (6 miles from Shavano Park, TX)
- 30+ days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 30+ 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...
- San Antonio, TX (6 miles from Shavano Park, TX)
- 45+ days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 45+ days ago
Position Requirements : High school degree or equivalent (GED). 1+ years of experience working in a financial institution as a personal banker & teller required....
Financial Advisor - Pentagon Federal Credit Union
- San Antonio, TX (6 miles from Shavano Park, TX)
- 60+ days ago
- San Antonio, TX (6 miles from Shavano Park, TX)
- 60+ days ago
Credit Union Financial Advisor - Pentagon Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Foodservice Customer Relationship Manager- Hill Country
- San Antonio, TX (6 miles from Shavano Park, TX)
- 90+ days ago
- San Antonio, TX (6 miles from Shavano Park, 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...
Demographic Data for Shavano Park, TX
Moving to Shavano Park, TX? Find some basic demographic data about Shavano Park, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shavano Park, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shavano Park, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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