Personal Banker Jobs in Euless, 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.
Financial Advisor (Career Changers Welcome!)
- Dallas, TX (16 miles from Euless, TX)
- 9 hours ago
- Dallas, TX (16 miles from Euless, TX)
- 9 hours ago
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial...
Associate Personal Banker (SAFE) Forest Lane
- Dallas, TX (16 miles from Euless, TX)
- 12 hours ago
- Dallas, TX (16 miles from Euless, TX)
- 12 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....
Associate Roving Personal Banker (SAFE) Central & South Dallas District
- Duncanville, TX (16 miles from Euless, TX)
- 12 hours ago
- Duncanville, TX (16 miles from Euless, TX)
- 12 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Fort Worth, TX (16 miles from Euless, TX)
- 12 hours ago
- Fort Worth, TX (16 miles from Euless, TX)
- 12 hours ago
A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Argyle, TX (18 miles from Euless, TX)
- 14 hours ago
- Argyle, TX (18 miles from Euless, TX)
- 14 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Arlington, TX (16 miles from Euless, TX)
- 14 hours ago
- Arlington, TX (16 miles from Euless, TX)
- 14 hours 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....
Associate Personal Banker (SAFE) Roving North Dallas Suburban
- Carrollton, TX (12 miles from Euless, TX)
- 15 hours ago
- Carrollton, TX (12 miles from Euless, TX)
- 15 hours ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Bilingual Spanish Personal Banker
- Dallas, TX (16 miles from Euless, TX)
- 23 hours ago
- Dallas, TX (16 miles from Euless, TX)
- 23 hours ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Dallas, TX at the Bachman Lake branch. Bilingual in Spanish required....
Investment Counselor (Financial Advisor Alternative)
- Arlington, TX (16 miles from Euless, TX)
- 1 day ago
- Arlington, TX (16 miles from Euless, 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...
- Coppell, TX (8 miles from Euless, TX)
- 1 day ago
- Coppell, TX (8 miles from Euless, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Dallas, TX (16 miles from Euless, TX)
- 1 day ago
- Dallas, TX (16 miles from Euless, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker- Hurst & Precinct
- Hurst, TX (6 miles from Euless, TX)
- 1 day ago
- Hurst, TX (6 miles from Euless, TX)
- 1 day 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 - Certification Provided
- Carrollton, TX (12 miles from Euless, TX)
- 2 days ago
- Carrollton, TX (12 miles from Euless, TX)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Healthcare Provider IT Client Relationship Manager Associate Director
- Dallas, TX (16 miles from Euless, TX)
- 2 days ago
- Dallas, TX (16 miles from Euless, TX)
- 2 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...
Bilingual Associate Personal Banker- Saginaw
- Saginaw, TX (16 miles from Euless, TX)
- 3 days ago
- Saginaw, TX (16 miles from Euless, 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....
Demographic Data for Euless, TX
Moving to Euless, TX? Find some basic demographic data about Euless, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Euless, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Euless, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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