Personal Banker Jobs in Farmers Branch, 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 Change Opportunity
- Rowlett, TX (19 miles from Farmers Branch, TX)
- 8 hours ago
- Rowlett, TX (19 miles from Farmers Branch, TX)
- 8 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-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 (11 miles from Farmers Branch, TX)
- 11 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 11 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...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 2 hours ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 2 hours ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Arlington, TX (23 miles from Farmers Branch, TX)
- 3 hours ago
- Arlington, TX (23 miles from Farmers Branch, TX)
- 3 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....
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Private Client Banker - Allen / McKinney Market - Allen, TX
- Allen, TX (19 miles from Farmers Branch, TX)
- 15 hours ago
- Allen, TX (19 miles from Farmers Branch, TX)
- 15 hours ago
JobID: 210615344 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-05T14:24:51+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 19 hours ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 19 hours ago
Are you a financial expert with a passion for healthcare? This hybrid role offers the opportunity to work 2 days a week in-office at our new downtown Dallas Administrative Building, with the...
Remote Work- Carrollton, TX (1 mile from Farmers Branch, TX)
- 1 day ago
- Carrollton, TX (1 mile from Farmers Branch, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Sachse, TX (18 miles from Farmers Branch, TX)
- 1 day ago
- Sachse, TX (18 miles from Farmers Branch, 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....
Investment Counselor (Financial Advisor Alternative)
- Garland, TX (15 miles from Farmers Branch, TX)
- 1 day ago
- Garland, TX (15 miles from Farmers Branch, 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...
- The Colony, TX (10 miles from Farmers Branch, TX)
- 4 days ago
- The Colony, TX (10 miles from Farmers Branch, TX)
- 4 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 days ago
Job Title: Customer Relationship Manager Location: Dallas, TX DHL Global Forwarding (DGF) is a leader in managing the flow of goods and information across global supply chains, utilizing air,...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Roving North Dallas Suburban
- Carrollton, TX (1 mile from Farmers Branch, TX)
- 5 days ago
- Carrollton, TX (1 mile from Farmers Branch, TX)
- 5 days 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....
- The Colony, TX (10 miles from Farmers Branch, TX)
- 6 days ago
- The Colony, TX (10 miles from Farmers Branch, TX)
- 6 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Associate Personal Banker (SAFE) Preston & Main
- Frisco, TX (18 miles from Farmers Branch, TX)
- 6 days ago
- Frisco, TX (18 miles from Farmers Branch, 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....
Demographic Data for Farmers Branch, TX
Moving to Farmers Branch, TX? Find some basic demographic data about Farmers Branch, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Farmers Branch, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Farmers Branch, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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