Personal Banker Jobs in Colleyville, 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 (SAFE) Bilingual (Spanish)- Stockyard
- Fort Worth, TX (15 miles from Colleyville, TX)
- 8 hours ago
- Fort Worth, TX (15 miles from Colleyville, 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....
Financial Advisor - PNC Investments
- Mansfield, TX (22 miles from Colleyville, TX)
- 9 hours ago
- Mansfield, TX (22 miles from Colleyville, TX)
- 9 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Dallas, TX (21 miles from Colleyville, TX)
- 10 hours ago
- Dallas, TX (21 miles from Colleyville, TX)
- 10 hours ago
Req ID: 76737 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/29/2025 BOK Financial...
Financial Advisor Development Program
- Dallas, TX (21 miles from Colleyville, TX)
- 19 hours ago
- Dallas, TX (21 miles from Colleyville, TX)
- 19 hours ago
Rotates through job functions and teams. Develops practical Financial Advisor skills under the direct supervision of a CFP professional. Builds ongoing relationships and provides portfolio...
- Grand Prairie, TX (11 miles from Colleyville, TX)
- 1 day ago
- Grand Prairie, TX (11 miles from Colleyville, TX)
- 1 day ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Personal Banker Associate I - Westlake DeNovo
- Westlake, TX (9 miles from Colleyville, TX)
- 1 day ago
- Westlake, TX (9 miles from Colleyville, TX)
- 1 day ago
Banker job family....
Investment Counselor (Financial Advisor Alternative)
- Dallas, TX (21 miles from Colleyville, TX)
- 1 day ago
- Dallas, TX (21 miles from Colleyville, TX)
- 1 day ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Remote WorkPrivate Client Banker II - SB - Denton Tap & 121 - Coppell TX
- Coppell, TX (10 miles from Colleyville, TX)
- 1 day ago
- Coppell, TX (10 miles from Colleyville, TX)
- 1 day ago
JobID: 210641713 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-08-26T13:45:54+00:00 JobShift: : Short Description As a Private Client Banker, you are the point of...
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (21 miles from Colleyville, TX)
- 1 day ago
- Dallas, TX (21 miles from Colleyville, TX)
- 1 day ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
- North Richland Hills, TX (9 miles from Colleyville, TX)
- 2 days ago
- North Richland Hills, TX (9 miles from Colleyville, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Keller, TX (6 miles from Colleyville, TX)
- 2 days ago
- Keller, TX (6 miles from Colleyville, 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....
- Irving, TX (12 miles from Colleyville, TX)
- 2 days ago
- Irving, TX (12 miles from Colleyville, TX)
- 2 days ago
GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB : HUB Financial Services...
- Dallas, TX (21 miles from Colleyville, TX)
- 2 days ago
- Dallas, TX (21 miles from Colleyville, TX)
- 2 days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (21 miles from Colleyville, TX)
- 3 days ago
- Dallas, TX (21 miles from Colleyville, TX)
- 3 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...
- Fort Worth, TX (15 miles from Colleyville, TX)
- 3 days ago
- Fort Worth, TX (15 miles from Colleyville, TX)
- 3 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
Demographic Data for Colleyville, TX
Moving to Colleyville, TX? Find some basic demographic data about Colleyville, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colleyville, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colleyville, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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