Personal Banker Jobs in Alvarado, 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 - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fort Worth, TX (21 miles from Alvarado, TX)
- 15 hours ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 15 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Fort Worth, TX (21 miles from Alvarado, TX)
- 1 day ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker II Bonds Ranch, Fort Worth - TX
- Fort Worth, TX (21 miles from Alvarado, TX)
- 4 days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 4 days ago
Short Description As a Private Client Banker, you are the point of contact for a select group of Chases clients as well as customers in the Branch. Posting Description You have a passion for...
Merrill Market Client Relationship Manager
- Fort Worth, TX (21 miles from Alvarado, TX)
- 4 days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 4 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....
Associate Personal Banker (SAFE)- Heritage Trace
- Fort Worth, TX (21 miles from Alvarado, TX)
- 5 days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 5 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....
Merrill Experienced Financial Advisor
- Fort Worth, TX (21 miles from Alvarado, TX)
- 14 days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 14 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....
Financial Advisor (Must be local to Fort Worth)
- Fort Worth, TX (21 miles from Alvarado, TX)
- 15 days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 15 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Benbrook, TX (21 miles from Alvarado, TX)
- 15 days ago
- Benbrook, TX (21 miles from Alvarado, TX)
- 15 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker II - SB - South Cooper & Arbrook - Arlington - TX
- Arlington, TX (13 miles from Alvarado, TX)
- 17 days ago
- Arlington, TX (13 miles from Alvarado, TX)
- 17 days 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...
Capital Sales - Customer Relationship Manager - Capital
- Arlington, TX (13 miles from Alvarado, TX)
- 20 days ago
- Arlington, TX (13 miles from Alvarado, TX)
- 20 days ago
Who we are looking for: ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding market share and revenue growth by focusing on customer relationships. This...
- Fort Worth, TX (23 miles from Alvarado, TX)
- 21 days ago
- Fort Worth, TX (23 miles from Alvarado, TX)
- 21 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 (21 miles from Alvarado, TX)
- 45+ days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 45+ 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...
- Fort Worth, TX (21 miles from Alvarado, TX)
- 60+ days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 60+ 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 (21 miles from Alvarado, TX)
- 60+ days ago
- Fort Worth, TX (21 miles from Alvarado, TX)
- 60+ 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...
- Fort Worth, TX (23 miles from Alvarado, TX)
- 90+ days ago
- Fort Worth, TX (23 miles from Alvarado, TX)
- 90+ days ago
Req ID: 76196 Location: Fort Worth -FTWT Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 04/14/2025 BOK Financial Corporation Group includes...
Demographic Data for Alvarado, TX
Moving to Alvarado, TX? Find some basic demographic data about Alvarado, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alvarado, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alvarado, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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