Personal Banker Jobs in Celina, 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.
Private Client Banker Coit and McKinney - McKinney,TX
- Plano, TX (19 miles from Celina, TX)
- 23 hours ago
- Plano, TX (19 miles from Celina, TX)
- 23 hours ago
Short Description** As a Private Client Banker, you are the point of contact for a select group of Chase's clients as well as customers in the Branch. **Posting Description** You have a passion...
- The Colony, TX (20 miles from Celina, TX)
- 1 day ago
- The Colony, TX (20 miles from Celina, TX)
- 1 day 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...
- McKinney, TX (13 miles from Celina, TX)
- 2 days ago
- McKinney, TX (13 miles from Celina, TX)
- 2 days 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...
Private Client Banker II - SB - Melissa 121 and Washington Dr - Melissa, TX
- Melissa, TX (12 miles from Celina, TX)
- 2 days ago
- Melissa, TX (12 miles from Celina, TX)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Associate Personal Banker (SAFE) Grayhawk
- Frisco, TX (11 miles from Celina, TX)
- 2 days ago
- Frisco, TX (11 miles from Celina, 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....
Associate Personal Banker Bilingual Spanish Required Willow Bend
- Plano, TX (19 miles from Celina, TX)
- 5 days ago
- Plano, TX (19 miles from Celina, TX)
- 5 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 - DNT and Frontier - Prosper, TX
- Prosper, TX (5 miles from Celina, TX)
- 6 days ago
- Prosper, TX (5 miles from Celina, TX)
- 6 days ago
JobID: 210638483 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T18:03:11+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Private Client Banker Coit and McKinney - McKinney,TX
- Prosper, TX (5 miles from Celina, TX)
- 6 days ago
- Prosper, TX (5 miles from Celina, TX)
- 6 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...
- Denton, TX (24 miles from Celina, TX)
- 10 days ago
- Denton, TX (24 miles from Celina, TX)
- 10 days ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
Associate Personal Banker (SAFE) North Dallas Suburban District
- The Colony, TX (20 miles from Celina, TX)
- 11 days ago
- The Colony, TX (20 miles from Celina, TX)
- 11 days ago
Associate Personal Banker (SAFE) North Dallas Suburban District 3.6 3.6 out of 5 stars 4056 Old Denton Rd, The Colony, TX 75007 Why Wells Fargo: Are you looking for more? Find it here....
- Frisco, TX (11 miles from Celina, TX)
- 12 days ago
- Frisco, TX (11 miles from Celina, TX)
- 12 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
- Plano, TX (19 miles from Celina, TX)
- 12 days ago
- Plano, TX (19 miles from Celina, TX)
- 12 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (19 miles from Celina, TX)
- 13 days ago
- Plano, TX (19 miles from Celina, TX)
- 13 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
- Frisco, TX (11 miles from Celina, TX)
- 14 days ago
- Frisco, TX (11 miles from Celina, TX)
- 14 days ago
About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Plano, TX (19 miles from Celina, TX)
- 23 days ago
- Plano, TX (19 miles from Celina, TX)
- 23 days ago
As a Personal Banker within PNC's Legacy Branch, you will be based in Plano, TX....
Demographic Data for Celina, TX
Moving to Celina, TX? Find some basic demographic data about Celina, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Celina, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Celina, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »