Personal Banker Jobs in Flower Mound, 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 (24 miles from Flower Mound, TX)
- 2 days ago
- Dallas, TX (24 miles from Flower Mound, 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...
- Plano, TX (22 miles from Flower Mound, TX)
- 15 hours ago
- Plano, TX (22 miles from Flower Mound, TX)
- 15 hours ago
We are looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Dallas, TX JOB FUNCTION / SUMMARY:...
- Plano, TX (22 miles from Flower Mound, TX)
- 15 hours ago
- Plano, TX (22 miles from Flower Mound, TX)
- 15 hours ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (22 miles from Flower Mound, TX)
- 17 hours ago
- Plano, TX (22 miles from Flower Mound, TX)
- 17 hours ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
- Dallas, TX (24 miles from Flower Mound, TX)
- 1 day ago
- Dallas, TX (24 miles from Flower Mound, TX)
- 1 day ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Private Client Banker - West Parker and Independence - Plano, TX
- Plano, TX (22 miles from Flower Mound, TX)
- 2 days ago
- Plano, TX (22 miles from Flower Mound, TX)
- 2 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...
- Plano, TX (22 miles from Flower Mound, TX)
- 2 days ago
- Plano, TX (22 miles from Flower Mound, TX)
- 2 days 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...
Financial Advisor - Career Change Opportunity
- Fort Worth, TX (23 miles from Flower Mound, TX)
- 2 days ago
- Fort Worth, TX (23 miles from Flower Mound, TX)
- 2 days 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...
Associate Personal Banker Legacy & Coit
- Plano, TX (22 miles from Flower Mound, TX)
- 2 days ago
- Plano, TX (22 miles from Flower Mound, 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....
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (18 miles from Flower Mound, TX)
- 3 days ago
- Grand Prairie, TX (18 miles from Flower Mound, TX)
- 3 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...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX (6 miles from Flower Mound, TX)
- 3 days ago
- Bartonville, TX (6 miles from Flower Mound, 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....
- Dallas, TX (24 miles from Flower Mound, TX)
- 4 days ago
- Dallas, TX (24 miles from Flower Mound, TX)
- 4 days ago
JOB SUMMARY The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). JOB SUMMARY...
Associate Personal Banker - Lemmon Ave.
- Dallas, TX (24 miles from Flower Mound, TX)
- 4 days ago
- Dallas, TX (24 miles from Flower Mound, TX)
- 4 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....
- Dallas, TX (24 miles from Flower Mound, TX)
- 5 days ago
- Dallas, TX (24 miles from Flower Mound, TX)
- 5 days ago
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 (17 miles from Flower Mound, TX)
- 8 days ago
- Addison, TX (17 miles from Flower Mound, TX)
- 8 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....
Demographic Data for Flower Mound, TX
Moving to Flower Mound, TX? Find some basic demographic data about Flower Mound, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Flower Mound, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Flower Mound, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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