Personal Banker Jobs in Addison, 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.
Investment Counselor (Financial Advisor Alternative). Job in Euless Gr8Jobs
- Euless, TX (15 miles from Addison, TX)
- 10 hours ago
- Euless, TX (15 miles from Addison, TX)
- 10 hours ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
US -C - Engagement Financial Advisor Analyst (FY26 Sourcing) (FY27 FT Hire)
- Dallas, TX (12 miles from Addison, TX)
- 21 hours ago
- Dallas, TX (12 miles from Addison, TX)
- 21 hours ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs...
Associate Roving Personal Banker - Irving/Dallas District
- Irving, TX (11 miles from Addison, TX)
- 1 day ago
- Irving, TX (11 miles from Addison, TX)
- 1 day 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....
Private Client Banker II - SB - South Carrier PKWY & I 20 - Grand Prairie -TX
- Grand Prairie, TX (15 miles from Addison, TX)
- 1 day ago
- Grand Prairie, TX (15 miles from Addison, TX)
- 1 day ago
Posting Description 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...
Personal Banker (Full Time) - Carrollton
- Carrollton, TX (3 miles from Addison, TX)
- 1 day ago
- Carrollton, TX (3 miles from Addison, TX)
- 1 day ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Associate Roving Personal Banker (Arlington/Tarrant County District) Bilingual (Spanish)
- Grand Prairie, TX (15 miles from Addison, TX)
- 1 day ago
- Grand Prairie, TX (15 miles from Addison, TX)
- 1 day 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....
Private Client Banker II-SB - Park Forest Marsh Ln - Dallas , TX
- Dallas, TX (12 miles from Addison, TX)
- 1 day ago
- Dallas, TX (12 miles from Addison, TX)
- 1 day ago
JobID: 210651868 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-30T12:37:03+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Plano, TX (9 miles from Addison, TX)
- 2 days ago
- Plano, TX (9 miles from Addison, TX)
- 2 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
- Irving, TX (11 miles from Addison, TX)
- 2 days ago
- Irving, TX (11 miles from Addison, TX)
- 2 days ago
GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB : HUB Financial Services...
- Allen, TX (15 miles from Addison, TX)
- 2 days ago
- Allen, TX (15 miles from Addison, TX)
- 2 days ago
As a Personal Banker within PNC's Stacy Rd Branch, you will be based in Allen, TX....
- Richardson, TX (5 miles from Addison, TX)
- 3 days ago
- Richardson, TX (5 miles from Addison, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (12 miles from Addison, TX)
- 3 days ago
- Dallas, TX (12 miles from Addison, TX)
- 3 days ago
Posting Description 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...
- McKinney, TX (20 miles from Addison, TX)
- 3 days ago
- McKinney, TX (20 miles from Addison, 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....
- Coppell, TX (8 miles from Addison, TX)
- 3 days ago
- Coppell, TX (8 miles from Addison, 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....
Demographic Data for Addison, TX
Moving to Addison, TX? Find some basic demographic data about Addison, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Addison, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Addison, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Lending
- Dodd-Frank
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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