1 Job in Horseshoe Bay, TX
ValueBank Texas is Hiring a Personal Banker Near Horseshoe Bay, TX
ValueBank Texas is an independently owned community bank since 1967. Our mission statement is to
grow our business by providing the products and services our customers want, and by building positive,
lasting relationships with our customers.
Description:
The Personal Banker I will be crossed trained for both Customer Service Representative and Teller
duties. This position will participate in the daily operations of the branch; including but not limited to,
assisting customers with account management and other financial services needs and providing timely
and efficient completion of client transactions while maintaining accurate records and thorough
handling of all monies assigned. This position will proactively participate in the sales/quality referral
process of the branch as directed by management.
Service:
- Processes a variety of customer transactions accurately and efficiently in adherence to bank
payments, cash advances, transfers, and issuing monetary instruments
- Enhances customer satisfaction by assisting customers with setup of online products, loan
- Achieves personal sales and referral goals by identifying customer needs and recommending
- Identifies referral opportunities and makes relevant referrals
- Maintains strong collaborative relationships with co-workers, management, and business
- Works independently on the Platform side on performing duties such as opening/closing
address and name changes; seeks assistance and guidance from leadership when necessary
- Adheres to all operational banking regulations and policies
- Observes branch security procedures and protects customer confidentiality and privacy
- Performs other job related duties such as CTRs, REG CC holds, Dual Control Processes, etc.
- Must comply with BSA/AML/OFAC regulations and guidelines
- Performs other job related duties or special projects as assigned
- One – Four years’ sales relationship and/or cash handling experience preferred
- High School diploma or equivalent (College degree preferred)
- Demonstrates personal integrity, superior salesmanship, service excellence
- Effective listener, team builder, excellent communicator
Job Summary
Full Time
Banking
$82k-111k (estimate)
04/04/2024
06/03/2024
valuebanktexas.com
CORPUS CHRISTI, TX
50 - 100
1967
HARLAN HEITKAMP
$10M - $50M
Banking
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The job skills required for Personal Banker include Products and Services, Customer Service, Financial Services, Cash Handling, Listening, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.
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