Personal Banker Jobs in Irving, 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.
Financial Advisor - Career Change Opportunity
- Carrollton, TX (10 miles from Irving, TX)
- 1 day ago
- Carrollton, TX (10 miles from Irving, TX)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 16-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker II-SB - Preston and Dilbeck - Dallas, TX
- Dallas, TX (8 miles from Irving, TX)
- moments ago
- Dallas, TX (8 miles from Irving, TX)
- moments 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 - Roving - Arlington/Tarrant County
- Haltom City, TX (20 miles from Irving, TX)
- 1 hour ago
- Haltom City, TX (20 miles from Irving, TX)
- 1 hour 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....
- Carrollton, TX (10 miles from Irving, TX)
- 11 hours ago
- Carrollton, TX (10 miles from Irving, TX)
- 11 hours ago
This job posting is anticipated to remain open for 30 days, from 16-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker II - SB - Renner and North Star - Richardson TX
- Richardson, TX (16 miles from Irving, TX)
- 1 day ago
- Richardson, TX (16 miles from Irving, 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...
Private Client Banker II - SB - Hillcrest and University - Dallas TX
- Dallas, TX (8 miles from Irving, TX)
- 1 day ago
- Dallas, TX (8 miles from Irving, TX)
- 1 day ago
Short Description As a Private Client Banker, you are the point of contact for a select group of Chases clients as well as customers in the Branch. Posting Description You have a passion for...
Associate Personal Banker (SAFE)- Carrier & I-20
- Grand Prairie, TX (3 miles from Irving, TX)
- 1 day ago
- Grand Prairie, TX (3 miles from Irving, 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....
Personal Banker Alta Mesa Fort Worth - TX
- Fort Worth, TX (22 miles from Irving, TX)
- 1 day ago
- Fort Worth, TX (22 miles from Irving, 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....
- Red Oak, TX (21 miles from Irving, TX)
- 2 days ago
- Red Oak, TX (21 miles from Irving, TX)
- 2 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...
- Garland, TX (20 miles from Irving, TX)
- 2 days ago
- Garland, TX (20 miles from Irving, TX)
- 2 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...
- Arlington, TX (17 miles from Irving, TX)
- 3 days ago
- Arlington, TX (17 miles from Irving, TX)
- 3 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....
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
JobID: 210639079 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-14T12:44:19+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Associate Personal Banker (SAFE)- Grapevine Main Street
- Grapevine, TX (10 miles from Irving, TX)
- 3 days ago
- Grapevine, TX (10 miles from Irving, 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....
Personal Banker - Mansfield Broad St
- Mansfield, TX (20 miles from Irving, TX)
- 3 days ago
- Mansfield, TX (20 miles from Irving, TX)
- 3 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Mansfield, Texas....
Personal Banker (Full Time) - Trinity Mills
- Dallas, TX (8 miles from Irving, TX)
- 5 days ago
- Dallas, TX (8 miles from Irving, TX)
- 5 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Demographic Data for Irving, TX
Moving to Irving, TX? Find some basic demographic data about Irving, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Irving, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Irving, 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
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »