Personal Banker Jobs in Taylor, 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
- Georgetown, TX (12 miles from Taylor, TX)
- 8 days ago
- Georgetown, TX (12 miles from Taylor, TX)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Round Rock, TX (15 miles from Taylor, TX)
- 1 day ago
- Round Rock, TX (15 miles from Taylor, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Georgetown, TX (12 miles from Taylor, TX)
- 8 days ago
- Georgetown, TX (12 miles from Taylor, TX)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
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This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Round Rock, TX (15 miles from Taylor, TX)
- 12 days ago
- Round Rock, TX (15 miles from Taylor, TX)
- 12 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....
- Round Rock, TX (15 miles from Taylor, TX)
- 13 days ago
- Round Rock, TX (15 miles from Taylor, TX)
- 13 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....
- Round Rock, TX (15 miles from Taylor, TX)
- 30+ days ago
- Round Rock, TX (15 miles from Taylor, TX)
- 30+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker University Commons
- Round Rock, TX (15 miles from Taylor, TX)
- 30+ days ago
- Round Rock, TX (15 miles from Taylor, TX)
- 30+ 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....
- Georgetown, TX (12 miles from Taylor, TX)
- 30+ days ago
- Georgetown, TX (12 miles from Taylor, TX)
- 30+ 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....
- Georgetown, TX (12 miles from Taylor, TX)
- 60+ days ago
- Georgetown, TX (12 miles from Taylor, TX)
- 60+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Taylor, TX
Moving to Taylor, TX? Find some basic demographic data about Taylor, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Taylor, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Taylor, 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
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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