Personal Banker Jobs in Burleson, 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.
Associate Personal Banker- Wells Fargo Tower
- Fort Worth, TX (13 miles from Burleson, TX)
- 1 day ago
- Fort Worth, TX (13 miles from Burleson, 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....
- Arlington, TX (12 miles from Burleson, TX)
- 2 days ago
- Arlington, TX (12 miles from Burleson, TX)
- 2 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....
Associate Roving Personal Banker- West Tarrant/ Parker County
- Fort Worth, TX (13 miles from Burleson, TX)
- 2 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 2 days 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 Burleson, TX)
- 3 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 3 days ago
Req ID: 76887 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/06/2025 BOK Financial Corporation...
- Fort Worth, TX (13 miles from Burleson, TX)
- 3 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 3 days ago
Req ID: 76888 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/06/2025 BOK Financial Corporation...
- Arlington, TX (11 miles from Burleson, TX)
- 3 days ago
- Arlington, TX (11 miles from Burleson, 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....
Private Client Banker II - Duncanville Main, TX
- Duncanville, TX (24 miles from Burleson, TX)
- 3 days ago
- Duncanville, TX (24 miles from Burleson, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Part Time Personal Banker- Retail(Monday-Friday-12:15PM-5:15PM CST and Saturday-8:45AM-12:15PMCST)
- Fort Worth, TX (15 miles from Burleson, TX)
- 3 days ago
- Fort Worth, TX (15 miles from Burleson, TX)
- 3 days ago
Req ID: 76888 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/06/2025 BOK Financial Corporation...
Part Time Personal Banker- Retail (Monday-Friday: 8:30AM-1:30PM CST Saturday 8:45AM-12:15PM CST)
- Fort Worth, TX (15 miles from Burleson, TX)
- 3 days ago
- Fort Worth, TX (15 miles from Burleson, TX)
- 3 days ago
Req ID: 76887 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/06/2025 BOK Financial Corporation...
National Branch Financial Advisor
- Fort Worth, TX (13 miles from Burleson, TX)
- 4 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 4 days ago
The National Branch Financial Advisors support clients that are assigned to the Home Office and are the primary contact for client service, guidance, and advice. As a key financial partner for...
- Fort Worth, TX (13 miles from Burleson, TX)
- 5 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 5 days ago
Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: University Center Benefits: Medical, Prescription Drugs,...
- Crowley, TX (7 miles from Burleson, TX)
- 5 days ago
- Crowley, TX (7 miles from Burleson, TX)
- 5 days 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...
- Cleburne, TX (12 miles from Burleson, TX)
- 8 days ago
- Cleburne, TX (12 miles from Burleson, TX)
- 8 days ago
Address Were always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work...
Private Client Banker II -Rufe Snow- Watauga - TX Private Client Banker II -Rufe Snow- Watauga - TX
- Watauga, TX (23 miles from Burleson, TX)
- 15 days ago
- Watauga, TX (23 miles from Burleson, TX)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Mansfield, TX (10 miles from Burleson, TX)
- 17 days ago
- Mansfield, TX (10 miles from Burleson, TX)
- 17 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Burleson, TX
Moving to Burleson, TX? Find some basic demographic data about Burleson, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burleson, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burleson, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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