Personal Banker Jobs in Azle, 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
- Fort Worth, TX (19 miles from Azle, TX)
- 2 days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Fort Worth, TX (19 miles from Azle, TX)
- 2 days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 2 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 (19 miles from Azle, TX)
- 11 days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 11 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
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 (9 miles from Azle, TX)
- 11 days ago
- Springtown, TX (9 miles from Azle, TX)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Market Client Relationship Manager
- Fort Worth, TX (19 miles from Azle, TX)
- 26 days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 26 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 (19 miles from Azle, TX)
- 30+ days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 30+ 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....
- Fort Worth, TX (19 miles from Azle, TX)
- 30+ days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 30+ 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....
Personal Banker II Associate DeNovo (Westlake)
- Westlake, TX (22 miles from Azle, TX)
- 30+ days ago
- Westlake, TX (22 miles from Azle, TX)
- 30+ days ago
Banker job family....
Financial Advisor - Fort Worth
- Fort Worth, TX (19 miles from Azle, TX)
- 45+ days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 45+ 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...
Financial Advisor - PNCInvestment
- Fort Worth, TX (19 miles from Azle, TX)
- 45+ days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - PNCInvestment
- Fort Worth, TX (18 miles from Azle, TX)
- 45+ days ago
- Fort Worth, TX (18 miles from Azle, TX)
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Fort Worth, TX (17 miles from Azle, TX)
- 60+ days ago
- Fort Worth, TX (17 miles from Azle, TX)
- 60+ 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...
Senior Private Client Relationship Manager
- Fort Worth, TX (19 miles from Azle, TX)
- 60+ days ago
- Fort Worth, TX (19 miles from Azle, TX)
- 60+ 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...
Demographic Data for Azle, TX
Moving to Azle, TX? Find some basic demographic data about Azle, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Azle, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Azle, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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