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.
- Dallas, TX (20 miles from Forney, TX)
- 3 days ago
- Dallas, TX (20 miles from Forney, TX)
- 3 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Balch Springs, TX (9 miles from Forney, TX)
- 6 hours ago
- Balch Springs, TX (9 miles from Forney, TX)
- 6 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Healthcare Provider IT Client Relationship Manager Associate Director
- Dallas, TX (20 miles from Forney, TX)
- 8 hours ago
- Dallas, TX (20 miles from Forney, TX)
- 8 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...
Investment Counselor (Financial Advisor Alternative)
- Mesquite, TX (10 miles from Forney, TX)
- 9 hours ago
- Mesquite, TX (10 miles from Forney, TX)
- 9 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 - Lovers and Inwood - Dallas, TX
- Dallas, TX (20 miles from Forney, TX)
- 1 day ago
- Dallas, TX (20 miles from Forney, TX)
- 1 day ago
JobID: 210626276 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-06T13:14:28+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (20 miles from Forney, TX)
- 2 days ago
- Dallas, TX (20 miles from Forney, TX)
- 2 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...
- Mesquite, TX (10 miles from Forney, TX)
- 2 days ago
- Mesquite, TX (10 miles from Forney, TX)
- 2 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 (20 miles from Forney, TX)
- 3 days ago
- Dallas, TX (20 miles from Forney, TX)
- 3 days ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
- Dallas, TX (20 miles from Forney, TX)
- 5 days ago
- Dallas, TX (20 miles from Forney, TX)
- 5 days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
- Sachse, TX (18 miles from Forney, TX)
- 5 days ago
- Sachse, TX (18 miles from Forney, TX)
- 5 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 (20 miles from Forney, TX)
- 9 days ago
- Dallas, TX (20 miles from Forney, TX)
- 9 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
Financial Advisor - Dallas Dallas, TX, United States (Hybrid) Job Description To provide financial consulting services to assist members and non-members with identifying their financial goals and...
Personal Banker (Full Time) - Trinity Mills
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
- Dallas, TX (20 miles from Forney, TX)
- 10 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Garland, TX (17 miles from Forney, TX)
- 10 days ago
- Garland, TX (17 miles from Forney, TX)
- 10 days 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....
Demographic Data for Forney, TX
Moving to Forney, TX? Find some basic demographic data about Forney, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Forney, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Forney, 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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