Personal Banker Jobs in Carrollton, 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.
- Irving, TX (10 miles from Carrollton, TX)
- 13 hours ago
- Irving, TX (10 miles from Carrollton, TX)
- 13 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....
- Plano, TX (11 miles from Carrollton, TX)
- 13 hours ago
- Plano, TX (11 miles from Carrollton, TX)
- 13 hours ago
Job Summary: Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business...
- Dallas, TX (12 miles from Carrollton, TX)
- 14 hours ago
- Dallas, TX (12 miles from Carrollton, TX)
- 14 hours ago
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Lewisville, TX (14 miles from Carrollton, TX)
- 1 day ago
- Lewisville, TX (14 miles from Carrollton, TX)
- 1 day ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Roving Associate Personal Banker - Irving Dallas District
- Irving, TX (10 miles from Carrollton, TX)
- 1 day ago
- Irving, TX (10 miles from Carrollton, TX)
- 1 day 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....
- Denton, TX (23 miles from Carrollton, TX)
- 1 day ago
- Denton, TX (23 miles from Carrollton, TX)
- 1 day ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Grand Prairie, TX (13 miles from Carrollton, TX)
- 2 days ago
- Grand Prairie, TX (13 miles from Carrollton, 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....
Personal Banker - Highland Village
- Highland Village, TX (13 miles from Carrollton, TX)
- 2 days ago
- Highland Village, TX (13 miles from Carrollton, TX)
- 2 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
Personal Banker Preston & Mockingbird
- Dallas, TX (12 miles from Carrollton, TX)
- 2 days ago
- Dallas, TX (12 miles from Carrollton, 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....
Private Client Banker II - Duncanville Main, TX
- Duncanville, TX (20 miles from Carrollton, TX)
- 3 days ago
- Duncanville, TX (20 miles from Carrollton, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Personal Banker (SAFE) North McKinney Custer & US 380
- McKinney, TX (23 miles from Carrollton, TX)
- 3 days ago
- McKinney, TX (23 miles from Carrollton, 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....
- Garland, TX (15 miles from Carrollton, TX)
- 3 days ago
- Garland, TX (15 miles from Carrollton, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Irving, TX (10 miles from Carrollton, TX)
- 3 days ago
- Irving, TX (10 miles from Carrollton, TX)
- 3 days ago
Were looking for a Personal Banker who thrives on helping others, delivering exceptional service, and building lasting relationships....
- Plano, TX (11 miles from Carrollton, TX)
- 4 days ago
- Plano, TX (11 miles from Carrollton, TX)
- 4 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
Private Client Banker II-SB - Preston Forest - Dallas - TX
- Dallas, TX (12 miles from Carrollton, TX)
- 6 days ago
- Dallas, TX (12 miles from Carrollton, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Carrollton, TX
Moving to Carrollton, TX? Find some basic demographic data about Carrollton, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carrollton, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carrollton, 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
- Account Opening
- Lending
- 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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