Personal Banker Jobs in Bedford, 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.
- The Colony, TX (20 miles from Bedford, TX)
- 5 hours ago
- The Colony, TX (20 miles from Bedford, TX)
- 5 hours ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Associate Personal Banker (SAFE) Irving & MacArthur
- Irving, TX (11 miles from Bedford, TX)
- 6 hours ago
- Irving, TX (11 miles from Bedford, TX)
- 6 hours 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....
- Fort Worth, TX (13 miles from Bedford, TX)
- 6 hours ago
- Fort Worth, TX (13 miles from Bedford, TX)
- 6 hours 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....
Financial Advisor (Career Changers Welcome!)
- Dallas, TX (19 miles from Bedford, TX)
- 16 hours ago
- Dallas, TX (19 miles from Bedford, TX)
- 16 hours ago
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial...
Associate Personal Banker (SAFE) Forest Lane
- Dallas, TX (19 miles from Bedford, TX)
- 19 hours ago
- Dallas, TX (19 miles from Bedford, TX)
- 19 hours 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....
Associate Roving Personal Banker (SAFE) Central & South Dallas District
- Duncanville, TX (18 miles from Bedford, TX)
- 19 hours ago
- Duncanville, TX (18 miles from Bedford, TX)
- 19 hours 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....
- Fort Worth, TX (13 miles from Bedford, TX)
- 19 hours ago
- Fort Worth, TX (13 miles from Bedford, TX)
- 19 hours ago
A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a...
Associate Personal Banker (SAFE) Roving North Dallas Suburban
- Carrollton, TX (15 miles from Bedford, TX)
- 22 hours ago
- Carrollton, TX (15 miles from Bedford, TX)
- 22 hours 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....
Bilingual Spanish Personal Banker
- Dallas, TX (19 miles from Bedford, TX)
- 1 day ago
- Dallas, TX (19 miles from Bedford, TX)
- 1 day ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Dallas, TX at the Bachman Lake branch. Bilingual in Spanish required....
- Coppell, TX (11 miles from Bedford, TX)
- 1 day ago
- Coppell, TX (11 miles from Bedford, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker- Hurst & Precinct
- Hurst, TX (3 miles from Bedford, TX)
- 2 days ago
- Hurst, TX (3 miles from Bedford, TX)
- 2 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....
Financial Advisor - Certification Provided
- Carrollton, TX (15 miles from Bedford, TX)
- 2 days ago
- Carrollton, TX (15 miles from Bedford, TX)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 04-Jun-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 (19 miles from Bedford, TX)
- 2 days ago
- Dallas, TX (19 miles from Bedford, TX)
- 2 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...
Bilingual Associate Personal Banker- Saginaw
- Saginaw, TX (12 miles from Bedford, TX)
- 3 days ago
- Saginaw, TX (12 miles from Bedford, 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....
- Fort Worth, TX (13 miles from Bedford, TX)
- 3 days ago
- Fort Worth, TX (13 miles from Bedford, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Bedford, TX
Moving to Bedford, TX? Find some basic demographic data about Bedford, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bedford, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bedford, 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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