Personal Banker Jobs in Coppell, 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 Coppell, TX)
- 12 hours ago
- Irving, TX (10 miles from Coppell, TX)
- 12 hours 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...
Wealth Management Client Relationship Manager
- Frisco, TX (17 miles from Coppell, TX)
- 13 hours ago
- Frisco, TX (17 miles from Coppell, TX)
- 13 hours ago
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with...
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker- Retail (Dallas, TX, US, 75001)
- Dallas, TX (15 miles from Coppell, TX)
- 2 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 2 days ago
Req ID: 76923 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/10/2025 BOK Financial Corporation Group...
Associate Personal Banker- Lamar & Collins
- Arlington, TX (24 miles from Coppell, TX)
- 2 days ago
- Arlington, TX (24 miles from Coppell, 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 (SAFE)- North Richland Hills
- North Richland Hills, TX (19 miles from Coppell, TX)
- 2 days ago
- North Richland Hills, TX (19 miles from Coppell, 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....
Personal Banker (SAFE) Bilingual Spanish Required 15th & Custer
- Plano, TX (15 miles from Coppell, TX)
- 3 days ago
- Plano, TX (15 miles from Coppell, 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....
Private Client Banker - Cockrell Hill - Dallas, TX
- Dallas, TX (15 miles from Coppell, TX)
- 3 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker (SAFE) Irving District
- Addison, TX (8 miles from Coppell, TX)
- 6 days ago
- Addison, TX (8 miles from Coppell, TX)
- 6 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 (SAFE) Coit & 635 Spanish Preferred
- Dallas, TX (15 miles from Coppell, TX)
- 6 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 6 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....
Financial Advisor Financial Advisor
- Carrollton, TX (5 miles from Coppell, TX)
- 6 days ago
- Carrollton, TX (5 miles from Coppell, TX)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Carrollton, TX Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Frisco, TX (17 miles from Coppell, TX)
- 6 days ago
- Frisco, TX (17 miles from Coppell, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Coppell, TX
- 6 days ago
- Coppell, TX
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- Dallas, TX (15 miles from Coppell, TX)
- 6 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 6 days ago
Bilingual Spanish Personal Banker PNC Financial Services Group 3.6 ( ) Dallas, TX Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
Private Client Banker II -Rufe Snow- Watauga - TX Private Client Banker II -Rufe Snow- Watauga - TX
- Watauga, TX (16 miles from Coppell, TX)
- 6 days ago
- Watauga, TX (16 miles from Coppell, 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 Coppell, TX
Moving to Coppell, TX? Find some basic demographic data about Coppell, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Coppell, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Coppell, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- 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
- Retail
- Business Development
- 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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