Personal Banker Jobs in Desoto, 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 (13 miles from Desoto, TX)
- 30+ days ago
- Dallas, TX (13 miles from Desoto, TX)
- 30+ days 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...
Personal Banker - Retail (Dallas, TX, US, 75001)
- Dallas, TX (13 miles from Desoto, TX)
- 20 hours ago
- Dallas, TX (13 miles from Desoto, TX)
- 20 hours ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
- Irving, TX (15 miles from Desoto, TX)
- 2 days ago
- Irving, TX (15 miles from Desoto, TX)
- 2 days 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...
- Dallas, TX (10 miles from Desoto, TX)
- 2 days ago
- Dallas, TX (10 miles from Desoto, 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....
Senior Client Relationship Manager
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
Only qualified Senior Client Relationship Manager candidates located near Dallas, TX to be considered due to the position requiring an onsite presence. *** Required Experience, Skills & Abilities:...
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
- Dallas, TX (13 miles from Desoto, TX)
- 2 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Dallas, TX (13 miles from Desoto, TX)
- 3 days ago
- Dallas, TX (13 miles from Desoto, TX)
- 3 days ago
At Integrity Wealth, we believe all clients deserve a personalized financial plan to help them live their best life, by choice. Insurance and investment strategies work together, creating an...
Remote WorkAssociate Personal Banker (SAFE) Preston Center
- Dallas, TX (13 miles from Desoto, TX)
- 3 days ago
- Dallas, TX (13 miles from Desoto, 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....
Associate Personal Banker (SAFE)- Bilingual (Spanish) Red Oak
- Red Oak, TX (6 miles from Desoto, TX)
- 3 days ago
- Red Oak, TX (6 miles from Desoto, 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....
Financial Advisor (Dallas, TX, US, 75001)
- Dallas, TX (13 miles from Desoto, TX)
- 4 days ago
- Dallas, TX (13 miles from Desoto, TX)
- 4 days ago
Req ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes...
- Addison, TX (24 miles from Desoto, TX)
- 6 days ago
- Addison, TX (24 miles from Desoto, TX)
- 6 days ago
Req ID: 76737 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/25/2025 BOK Financial...
- Irving, TX (15 miles from Desoto, TX)
- 8 days ago
- Irving, TX (15 miles from Desoto, TX)
- 8 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Addison, TX (24 miles from Desoto, TX)
- 8 days ago
- Addison, TX (24 miles from Desoto, TX)
- 8 days ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Irving, TX (15 miles from Desoto, TX)
- 9 days ago
- Irving, TX (15 miles from Desoto, TX)
- 9 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Desoto, TX
Moving to Desoto, TX? Find some basic demographic data about Desoto, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Desoto, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Desoto, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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