Personal Banker Jobs in Allen, 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
- Plano, TX (7 miles from Allen, TX)
- 5 days ago
- Plano, TX (7 miles from Allen, TX)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 03-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (23 miles from Allen, TX)
- 30+ days ago
- Dallas, TX (23 miles from Allen, TX)
- 30+ days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
Senior Client Relationship Manager
- Dallas, TX (23 miles from Allen, TX)
- 1 hour ago
- Dallas, TX (23 miles from Allen, TX)
- 1 hour ago
Only qualified Senior Client Relationship Manager candidates located near Dallas, TX to be considered due to the position requiring an onsite presence. *** Required Experience, Skills & Abilities:...
- Dallas, TX (23 miles from Allen, TX)
- 1 hour ago
- Dallas, TX (23 miles from Allen, TX)
- 1 hour ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
- Plano, TX (7 miles from Allen, TX)
- 6 hours ago
- Plano, TX (7 miles from Allen, TX)
- 6 hours ago
Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
- Dallas, TX (23 miles from Allen, TX)
- 13 hours ago
- Dallas, TX (23 miles from Allen, TX)
- 13 hours ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Frisco, TX (15 miles from Allen, TX)
- 19 hours ago
- Frisco, TX (15 miles from Allen, TX)
- 19 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...
- Dallas, TX (23 miles from Allen, TX)
- 19 hours ago
- Dallas, TX (23 miles from Allen, TX)
- 19 hours ago
At Integrity Wealth, we believe all clients deserve a personalized financial plan to help them live their best life, by choice. Insurance and investment strategies work together, creating an...
Remote WorkAssociate Personal Banker (SAFE) Preston Center
- Dallas, TX (23 miles from Allen, TX)
- 1 day ago
- Dallas, TX (23 miles from Allen, TX)
- 1 day 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....
Private Client Banker - DNT and Frontier - Prosper, TX
- Prosper, TX (16 miles from Allen, TX)
- 1 day ago
- Prosper, TX (16 miles from Allen, TX)
- 1 day ago
JobID: 210638483 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-07T18:25:09+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
- McKinney, TX (6 miles from Allen, TX)
- 1 day ago
- McKinney, TX (6 miles from Allen, TX)
- 1 day 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...
Private Client Banker II - SB - Parker and Tollway - Plano TX
- Plano, TX (7 miles from Allen, TX)
- 1 day ago
- Plano, TX (7 miles from Allen, TX)
- 1 day ago
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 expectations and...
Financial Advisor (Dallas, TX, US, 75001)
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
Req ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes...
Personal Banker I - Retail (Dallas, TX, US, 75001)
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker I (Dallas, TX, US, 75001)
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
Req ID: 76737 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/25/2025 BOK Financial...
Demographic Data for Allen, TX
Moving to Allen, TX? Find some basic demographic data about Allen, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Allen, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Allen, 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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