Personal Banker Jobs in Forney, 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.

1-15 of 37 Jobs

Investment Counselor (Financial Advisor Alternative)

  • Sachse, TX (18 miles from Forney, TX)
  • 7 hours ago
  • Sachse, TX (18 miles from Forney, TX)
  • 7 hours 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...

Private Client Banker II-SB - Preston Forest - Dallas, TX

  • Dallas, TX (20 miles from Forney, TX)
  • 2 days ago
  • Dallas, TX (20 miles from Forney, 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...

Bilingual Personal Banker

  • Quinlan, TX (24 miles from Forney, TX)
  • 3 days ago
  • Quinlan, TX (24 miles from Forney, TX)
  • 3 days ago

Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...

Sr. Client Service Consultant, PC

  • Dallas, TX (20 miles from Forney, TX)
  • 3 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 3 days ago

We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the...

Financial Advisor (CPA preferred)

  • Dallas, TX (20 miles from Forney, TX)
  • 3 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 3 days ago

Job Title Financial Advisor (CPA preferred) Job Description Summary Candidate to join a USA based Financial Advisory and Consulting team that specializes in corporate real estate transaction...

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

  • Garland, TX (17 miles from Forney, TX)
  • 5 days ago
  • Garland, TX (17 miles from Forney, TX)
  • 5 days ago

Management team where you will manage your own roster of our high-net-worth clients....

Financial Consultant

  • Sachse, TX (18 miles from Forney, TX)
  • 5 days ago
  • Sachse, TX (18 miles from Forney, TX)
  • 5 days 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...

Private Client Banker - Preston Center - Dallas, TX

  • Dallas, TX (20 miles from Forney, TX)
  • 6 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 6 days ago

JobID: 210639079 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T21:16:46+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...

Financial Advisor II-Heart Hospital, Dallas

  • Dallas, TX (20 miles from Forney, TX)
  • 6 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 6 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). WORK MODEL...

Client Relationship Manager

  • Dallas, TX (20 miles from Forney, TX)
  • 14 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 14 days ago

At the heart of our company is our people. People from many different backgrounds with different vantage points, opinions, and experiences. We strive to continually lead with our IMPACT values and...

Senior Personal Banker

  • Quinlan, TX (24 miles from Forney, TX)
  • 16 days ago
  • Quinlan, TX (24 miles from Forney, TX)
  • 16 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...

Personal Banker

  • Kaufman, TX (15 miles from Forney, TX)
  • 17 days ago
  • Kaufman, TX (15 miles from Forney, TX)
  • 17 days ago

As a Personal Banker within PNC's Kaufman Branch, you will be based in Kaufman, TX....

Certified Financial Advisor

  • Dallas, TX (20 miles from Forney, TX)
  • 18 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 18 days ago

Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...

Financial Counselor

  • Lancaster, TX (19 miles from Forney, TX)
  • 18 days ago
  • Lancaster, TX (19 miles from Forney, TX)
  • 18 days ago

Management team where you will manage your own roster of our high-net-worth clients....

Bilingual Spanish Personal Banker

  • Dallas, TX (20 miles from Forney, TX)
  • 19 days ago
  • Dallas, TX (20 miles from Forney, TX)
  • 19 days 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....

Demographic Data for Forney, TX

Moving to Forney, TX? Find some basic demographic data about Forney, TX below.


Local
National
64,573
861
Medium

Personal Banker Online Courses and Training Opportunities

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Personal Branding
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Salary for Personal Banker Jobs in Forney, TX

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Forney, TX offer the following education background
Bachelor's Degree
39.9%
High School or GED
20.1%
Master's Degree
14.3%
Associate's Degree
12.8%
Vocational Degree or Certification
8.6%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Forney, TX
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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