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 - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Arlington, TX (11 miles from Fort Worth, TX)
- 10 hours ago
- Arlington, TX (11 miles from Fort Worth, TX)
- 10 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Financial Advisor - Career Change Opportunity
- Fort Worth, TX
- 10 hours ago
- Fort Worth, TX
- 10 hours 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...
Client Relationship Manager Smith Seckman Reid, Inc - 2.9 Fort Worth, TX Job Details Full-time Estimated: $86.3K - $115K a year 23 hours ago Benefits Health savings account Health insurance Dental...
Associate Personal Banker (SAFE) - Bilingual- Broadway
- Haltom City, TX (3 miles from Fort Worth, TX)
- 15 hours ago
- Haltom City, TX (3 miles from Fort Worth, TX)
- 15 hours 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 (19 miles from Fort Worth, TX)
- 1 day ago
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 1 day 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...
Private Client Banker - North Cooper Branch - Arlington, TX
- Arlington, TX (11 miles from Fort Worth, TX)
- 1 day ago
- Arlington, TX (11 miles from Fort Worth, TX)
- 1 day 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...
Associate Personal Banker- Bilingual- Fort Worth Medical Center
- Fort Worth, TX
- 1 day ago
- Fort Worth, 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....
Associate Personal Banker- Colleyville
- Colleyville, TX (15 miles from Fort Worth, TX)
- 3 days ago
- Colleyville, TX (15 miles from Fort Worth, 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....
- Irving, TX (22 miles from Fort Worth, TX)
- 6 days ago
- Irving, TX (22 miles from Fort Worth, TX)
- 6 days ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
- Lewisville, TX (23 miles from Fort Worth, TX)
- 9 days ago
- Lewisville, TX (23 miles from Fort Worth, TX)
- 9 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....
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Azle, TX (19 miles from Fort Worth, TX)
- 10 days ago
- Azle, TX (19 miles from Fort Worth, 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....
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (23 miles from Fort Worth, TX)
- 15 days ago
- Flower Mound, TX (23 miles from Fort Worth, TX)
- 15 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....
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 18 days ago
- Grand Prairie, TX (19 miles from Fort Worth, TX)
- 18 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...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
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
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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