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Certified Personal Banker Jobs in Texas

Personal Banker Jobs
By First Convenience Bank At San Antonio, TX, United States
Accountable for the personal achievement of monthly new account production as assigned by upper management
Follow the established policies in accordance with the bank and the supervisor's direction
Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
Receive cash and checks for deposit, verify amounts, and look for check endorsements
Examine cash carefully to guard against acceptance of counterfeit checks and identification
Enter transactions into computer and issue customer receipts
Virtual Personal Banker Jobs
By First National Bank Texas At South Padre Island, TX, United States
Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels
Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures
Consistently meets critical deadlines and other performance targets or requirements
6-12 months of banking or call center experience (preferably in a customer service capacity)
Working knowledge of Microsoft Office including Excel and Word
Excellent oral, written, phone etiquette and interpersonal communication skills
Personal Banker Jobs
By PNC At Hamilton, NJ, United States

Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.

Personal Banker - Beaumont Westside
By PNC At Beaumont, TX, United States

Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.

Personal Banker (Full Time) - Madisonville
By PROSPERITY BANK At , Madisonville, 77864, Tx
Supporting Treasury Management with new accounts and services for clients.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
Keeps Banking Center Manager informed of area activities and significant problems.
Review new account and data entry, as needed, to ensure accuracy.
Excellent communication and public relations skills.
Solid math and bookkeeping abilities.
Personal Banker I Jobs
By Frost Bank At , Odessa, Tx
Manage risk while actively practicing loss prevention
Excellent written and verbal communication skills
Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures
Personal Banker Ii Jobs
By First Financial Bank Texas At San Angelo Area, United States
This position requires communication and sales skills, mathematical and general business knowledge normally acquired by high school graduate.
College degree or twelve months’ customer contact and sales experience required
Knowledge in bank regulations, policies and procedures preferred.
Word, Excel, and Outlook experience
Determine customer's needs, open or close appropriate retail accounts and IRA's, and maintain all associated records.
Incumbent completes sales tracking on all customers served.
Bilingual Personal Banker Jobs
By First Convenience Bank At Sherman, TX, United States

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 ...

Personal Banker I - Pt30 Dublin Main
By Capital City Bank At , Dublin, 31021, Ga
Knowledge, Skills and Abilities (KSAs) Required:
The following KSAs are usually acquired through education and on-the-job training and 2 years experience:
Capital City Bank associates are our greatest asset. We offer the following benefits:
Please indicate your work experience
Provides additional support to manager and department colleagues.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Personal Banker Jobs
By SouthStar Bank At , Hearne, 77859, Tx $33,000 - $40,000 a year
Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
Count currency, coins, and checks received, by hand or using currency-counting machine.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
Identify transaction mistakes when debits and credits do not balance when running proof.
Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
Personal Banker Ii Jobs
By Frost Bank At , Dallas, Tx
Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
Manage risk and actively practice loss prevention
Excellent written and verbal communication skills
Provide transactional services to include accepting deposits, payments, and check cashing, as needed
Educate and advise customers about products and services
Work effectively and amicably with all frost bankers and customers
Personal Banker Ii Jobs
By Frost Bank At , San Antonio, Tx
Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
Manage risk and actively practice loss prevention
Excellent written and verbal communication skills
Provide transactional services to include accepting deposits, payments, and check cashing, as needed
Educate and advise customers about products and services
Work effectively and amicably with all frost bankers and customers
Personal Banker I Jobs
By Frost Bank At , Dallas, Tx
Manage risk while actively practicing loss prevention
Excellent written and verbal communication skills
Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures
Personal Banker I Jobs
By Frost Bank At , Duncanville, 75137, Tx
Manage risk while actively practicing loss prevention
Excellent written and verbal communication skills
Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures
Sr Personal Banker Jobs
By Northern Trust Corp. At , Dallas, Tx
Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
Strong verbal and written communication skills.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
5. Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.
Ability to think critically and to work well independently and as part of a team.
Personal Banker I Jobs
By Frost Bank At , Midland, Tx
Manage risk while actively practicing loss prevention
Excellent written and verbal communication skills
Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments