Personal Banker Jobs in Fort Worth, 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.
Investment Counselor (Financial Advisor Alternative). Job in Euless Gr8Jobs
- Euless, TX (16 miles from Fort Worth, TX)
- 3 hours ago
- Euless, TX (16 miles from Fort Worth, TX)
- 3 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...
- Fort Worth, TX (4 miles from Fort Worth, TX)
- 7 hours ago
- Fort Worth, TX (4 miles from Fort Worth, TX)
- 7 hours ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Fort Worth, TX at the Waterside branch. Bilingual in Spanish preferred....
Associate Roving Personal Banker - Irving/Dallas District
- Irving, TX (22 miles from Fort Worth, TX)
- 22 hours ago
- Irving, TX (22 miles from Fort Worth, TX)
- 22 hours 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....
Private Client Banker II - SB - South Carrier PKWY & I 20 - Grand Prairie -TX
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 1 day ago
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 1 day ago
Posting Description 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...
Associate Roving Personal Banker (Arlington/Tarrant County District) Bilingual (Spanish)
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 1 day ago
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 1 day 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....
Associate Roving Personal Banker Johnson Tarrant Co - TX
- Burleson, TX (13 miles from Fort Worth, TX)
- 1 day ago
- Burleson, TX (13 miles from Fort Worth, TX)
- 1 day 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....
- Irving, TX (22 miles from Fort Worth, TX)
- 1 day ago
- Irving, TX (22 miles from Fort Worth, TX)
- 1 day ago
GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB : HUB Financial Services...
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Arlington, TX (11 miles from Fort Worth, TX)
- 3 days ago
- Arlington, TX (11 miles from Fort Worth, 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 new and existing customer...
Investment Counselor (Financial Advisor Alternative)
- Mansfield, TX (15 miles from Fort Worth, TX)
- 4 days ago
- Mansfield, TX (15 miles from Fort Worth, TX)
- 4 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...
- Mansfield, TX (15 miles from Fort Worth, TX)
- 7 days ago
- Mansfield, TX (15 miles from Fort Worth, TX)
- 7 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....
As a Personal Banker within PNC's Retail Bank organization, you will be based in Forth Worth, Texas....
Private Client Banker II -Rufe Snow- Watauga - TX
- Watauga, TX (10 miles from Fort Worth, TX)
- 9 days ago
- Watauga, TX (10 miles from Fort Worth, TX)
- 9 days ago
Posting Description 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...
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Irving, TX (22 miles from Fort Worth, TX)
- 11 days ago
- Irving, TX (22 miles from Fort Worth, TX)
- 11 days ago
We have an exciting opportunity for a Personal Banker to join our dynamic team. We are seeking a passionate individual with exceptional customer service skills....
Demographic Data for Fort Worth, TX
Moving to Fort Worth, TX? Find some basic demographic data about Fort Worth, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Worth, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Worth, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Lending
- Dodd-Frank
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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