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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (16 miles from Euless, TX)
- 9 hours ago
- Dallas, TX (16 miles from Euless, TX)
- 9 hours 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...
Private Client Banker - West Parker and Independence - Plano, TX
- Plano, TX (24 miles from Euless, TX)
- 1 hour ago
- Plano, TX (24 miles from Euless, TX)
- 1 hour 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...
- Plano, TX (24 miles from Euless, TX)
- 9 hours ago
- Plano, TX (24 miles from Euless, TX)
- 9 hours 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 (16 miles from Euless, TX)
- 9 hours ago
- Arlington, TX (16 miles from Euless, TX)
- 9 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Financial Advisor - Career Change Opportunity
- Fort Worth, TX (16 miles from Euless, TX)
- 10 hours ago
- Fort Worth, TX (16 miles from Euless, TX)
- 10 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Fort Worth, TX (16 miles from Euless, TX)
- 10 hours ago
- Fort Worth, TX (16 miles from Euless, TX)
- 10 hours ago
Client Relationship Manager Smith Seckman Reid, Inc - 2.9 Fort Worth, TX Job Details Full-time Estimated: $86.3K - $115K a year 23 hours ago Benefits Health savings account Health insurance Dental...
Associate Personal Banker Legacy & Coit
- Plano, TX (24 miles from Euless, TX)
- 12 hours ago
- Plano, TX (24 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 Personal Banker (SAFE) - Bilingual- Broadway
- Haltom City, TX (14 miles from Euless, TX)
- 14 hours ago
- Haltom City, TX (14 miles from Euless, TX)
- 14 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 (7 miles from Euless, TX)
- 1 day ago
- Grand Prairie, TX (7 miles from Euless, TX)
- 1 day 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 (16 miles from Euless, TX)
- 1 day ago
- Arlington, TX (16 miles from Euless, TX)
- 1 day 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...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX (18 miles from Euless, TX)
- 1 day ago
- Bartonville, TX (18 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....
Associate Personal Banker- Bilingual- Fort Worth Medical Center
- Fort Worth, TX (16 miles from Euless, TX)
- 1 day ago
- Fort Worth, TX (16 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....
Associate Personal Banker- McKinney
- Dallas, TX (16 miles from Euless, TX)
- 1 day ago
- Dallas, TX (16 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....
- Dallas, TX (16 miles from Euless, TX)
- 1 day ago
- Dallas, TX (16 miles from Euless, TX)
- 1 day ago
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...
Associate Personal Banker - Lemmon Ave.
- Dallas, TX (16 miles from Euless, TX)
- 2 days ago
- Dallas, TX (16 miles from Euless, 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....
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
- 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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