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 Roving Personal Banker (SAFE) Central & South Dallas District
- Midlothian, TX (19 miles from Burleson, TX)
- 5 hours ago
- Midlothian, TX (19 miles from Burleson, TX)
- 5 hours ago
Associate Roving Personal Banker (SAFE) Central & South Dallas District 3.6 3.6 out of 5 stars 1177 N 9TH ST, Midlothian, TX 76065 Why Wells Fargo: Are you looking for more? Find it here....
Associate Personal Banker- UTA College Park
- Arlington, TX (11 miles from Burleson, TX)
- 8 hours ago
- Arlington, TX (11 miles from Burleson, TX)
- 8 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 Personal Banker (SAFE)- Matlock
- Arlington, TX (11 miles from Burleson, TX)
- 9 hours ago
- Arlington, TX (11 miles from Burleson, TX)
- 9 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 Personal Banker (SAFE)- Fort Worth Eastchase Pkwy
- Fort Worth, TX (13 miles from Burleson, TX)
- 9 hours ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 9 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 Burleson, TX)
- 10 hours ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 10 hours ago
Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts....
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...
- Fort Worth, TX (13 miles from Burleson, TX)
- 20 hours ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 20 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....
- Fort Worth, TX (13 miles from Burleson, TX)
- 1 day ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 1 day 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...
- Arlington, TX (11 miles from Burleson, TX)
- 1 day ago
- Arlington, TX (11 miles from Burleson, TX)
- 1 day 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....
- Duncanville, TX (24 miles from Burleson, TX)
- 2 days ago
- Duncanville, TX (24 miles from Burleson, TX)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker- Hurst & Precinct
- Hurst, TX (20 miles from Burleson, TX)
- 2 days ago
- Hurst, TX (20 miles from Burleson, TX)
- 2 days ago
Associate Personal Banker- Hurst & Precinct 3.6 3.6 out of 5 stars 1440 Precinct Line Road, Hurst, TX 76053 Why Wells Fargo: Are you looking for more? Find it here....
Bilingual Associate Personal Banker- Saginaw
- Saginaw, TX (24 miles from Burleson, TX)
- 4 days ago
- Saginaw, TX (24 miles from Burleson, TX)
- 4 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 Burleson, TX)
- 4 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 4 days 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 (13 miles from Burleson, TX)
- 7 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 7 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 (13 miles from Burleson, TX)
- 7 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 7 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....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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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