Personal Banker Jobs in Ft 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)
- Flower Mound, TX (23 miles from Ft Worth, TX)
- 4 hours ago
- Flower Mound, TX (23 miles from Ft Worth, TX)
- 4 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker (SAFE)
- Hurst, TX (10 miles from Ft Worth, TX)
- 18 hours ago
- Hurst, TX (10 miles from Ft Worth, TX)
- 18 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....
Associate Personal Banker (SAFE) Roving North Dallas Suburban
- Lewisville, TX (23 miles from Ft Worth, TX)
- 1 day ago
- Lewisville, TX (23 miles from Ft 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 Personal Banker- UTA College Park
- Arlington, TX (11 miles from Ft Worth, TX)
- 1 day ago
- Arlington, TX (11 miles from Ft 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 (SAFE)- Matlock
- Arlington, TX (11 miles from Ft Worth, TX)
- 1 day ago
- Arlington, TX (11 miles from Ft 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 (SAFE)- Fort Worth Eastchase Pkwy
- 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....
Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts....
- Burleson, TX (13 miles from Ft Worth, TX)
- 1 day ago
- Burleson, TX (13 miles from Ft Worth, TX)
- 1 day 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...
Associate Personal Banker (SAFE) Irving & MacArthur
- Irving, TX (22 miles from Ft Worth, TX)
- 1 day ago
- Irving, TX (22 miles from Ft 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....
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 Roving Personal Banker (SAFE) Central & South Dallas District
- Duncanville, TX (23 miles from Ft Worth, TX)
- 2 days ago
- Duncanville, TX (23 miles from Ft Worth, TX)
- 2 days 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....
A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a...
- Arlington, TX (11 miles from Ft Worth, TX)
- 2 days ago
- Arlington, TX (11 miles from Ft Worth, TX)
- 2 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- Hurst & Precinct
- Hurst, TX (10 miles from Ft Worth, TX)
- 3 days ago
- Hurst, TX (10 miles from Ft Worth, TX)
- 3 days ago
Associate Personal Banker- Hurst & Precinct 3.6 3.6 out of 5 stars 1440 Precinct Line Road, Hurst, TX 76053 Why Wells Fargo: Are you looking for more? Find it here....
Bilingual Associate Personal Banker- Saginaw
- Saginaw, TX (10 miles from Ft Worth, TX)
- 4 days ago
- Saginaw, TX (10 miles from Ft Worth, 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....
Demographic Data for Ft Worth, TX
Moving to Ft Worth, TX? Find some basic demographic data about Ft Worth, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ft Worth, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ft 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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