Personal Banker Jobs in Dallas, 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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX
- moments ago
- Dallas, TX
- moments ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Plano, TX (18 miles from Dallas, TX)
- moments ago
- Plano, TX (18 miles from Dallas, TX)
- moments ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Arlington, TX (23 miles from Dallas, TX)
- moments ago
- Arlington, TX (23 miles from Dallas, TX)
- moments ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker Legacy & Coit
- Plano, TX (18 miles from Dallas, TX)
- 2 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 2 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....
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (11 miles from Dallas, TX)
- 16 hours ago
- Grand Prairie, TX (11 miles from Dallas, TX)
- 16 hours 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...
Private Client Banker - North Cooper Branch - Arlington, TX
- Arlington, TX (23 miles from Dallas, TX)
- 16 hours ago
- Arlington, TX (23 miles from Dallas, TX)
- 16 hours 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...
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....
JOB SUMMARY The Financial Analyst II is a hybrid role and serves as the key financial resource. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care...
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- Colleyville
- Colleyville, TX (21 miles from Dallas, TX)
- 3 days ago
- Colleyville, TX (21 miles from Dallas, 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....
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...
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (12 miles from Dallas, TX)
- 6 days ago
- Addison, TX (12 miles from Dallas, TX)
- 6 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Irving, TX (8 miles from Dallas, TX)
- 6 days ago
- Irving, TX (8 miles from Dallas, TX)
- 6 days ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
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 - Pleasant Run and Bluegrove - Lancaster, Tx.
- Lancaster, TX (11 miles from Dallas, TX)
- 6 days ago
- Lancaster, TX (11 miles from Dallas, TX)
- 6 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...
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dallas, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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