Personal Banker Jobs in Aledo, 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.
- Burleson, TX (22 miles from Aledo, TX)
- 7 hours ago
- Burleson, TX (22 miles from Aledo, TX)
- 7 hours ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
- Crowley, TX (15 miles from Aledo, TX)
- 15 hours ago
- Crowley, TX (15 miles from Aledo, TX)
- 15 hours 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...
- Fort Worth, TX (18 miles from Aledo, TX)
- 1 day ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 1 day ago
Req ID: 76611 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fort Worth, TX (18 miles from Aledo, TX)
- 1 day ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Fort Worth, TX (18 miles from Aledo, TX)
- 3 days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 3 days 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...
- Azle, TX (15 miles from Aledo, TX)
- 3 days ago
- Azle, TX (15 miles from Aledo, TX)
- 3 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....
- Springtown, TX (20 miles from Aledo, TX)
- 13 days ago
- Springtown, TX (20 miles from Aledo, TX)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Willow Park, TX (10 miles from Aledo, TX)
- 19 days ago
- Willow Park, TX (10 miles from Aledo, TX)
- 19 days ago
Personal Banker II First Financial Bank Jun 11, 2025 Address We're always looking for bright individuals to join our growing organization....
Merrill Market Client Relationship Manager
- Fort Worth, TX (18 miles from Aledo, TX)
- 28 days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 28 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Merrill Experienced Financial Advisor
- Fort Worth, TX (18 miles from Aledo, TX)
- 30+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Fort Worth, TX (18 miles from Aledo, TX)
- 45+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 45+ days ago
Req ID: 76611 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 06/18/2025 BOK Financial...
- Fort Worth, TX (18 miles from Aledo, TX)
- 60+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 60+ days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Senior Private Client Relationship Manager
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ days ago
Location: On site in Fort Worth, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm...
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ days ago
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there....
Financial Advisor - Fort Worth
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ days ago
- Fort Worth, TX (18 miles from Aledo, TX)
- 90+ 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...
Demographic Data for Aledo, TX
Moving to Aledo, TX? Find some basic demographic data about Aledo, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Aledo, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Aledo, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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