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
- Fort Worth, TX (22 miles from Irving, TX)
- moments ago
- Fort Worth, TX (22 miles from Irving, TX)
- moments 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...
- Fort Worth, TX (22 miles from Irving, TX)
- moments ago
- Fort Worth, TX (22 miles from Irving, TX)
- moments ago
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 Legacy & Coit
- Plano, TX (20 miles from Irving, TX)
- 2 hours ago
- Plano, TX (20 miles from Irving, TX)
- 2 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) - Bilingual- Broadway
- Haltom City, TX (20 miles from Irving, TX)
- 5 hours ago
- Haltom City, TX (20 miles from Irving, TX)
- 5 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 (3 miles from Irving, TX)
- 16 hours ago
- Grand Prairie, TX (3 miles from Irving, TX)
- 16 hours 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 (17 miles from Irving, TX)
- 16 hours ago
- Arlington, TX (17 miles from Irving, TX)
- 16 hours 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...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX (24 miles from Irving, TX)
- 1 day ago
- Bartonville, TX (24 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....
Associate Personal Banker- Bilingual- Fort Worth Medical Center
- 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....
Associate Personal Banker- McKinney
- Dallas, TX (8 miles from Irving, TX)
- 1 day ago
- Dallas, TX (8 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....
- Dallas, TX (8 miles from Irving, TX)
- 1 day ago
- Dallas, TX (8 miles from Irving, TX)
- 1 day ago
JOB SUMMARY The Financial Analyst II is a hybrid role and serves as the key financial resource. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care...
Associate Personal Banker - Lemmon Ave.
- Dallas, TX (8 miles from Irving, TX)
- 2 days ago
- Dallas, TX (8 miles from Irving, TX)
- 2 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....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Colleyville, TX (12 miles from Irving, TX)
- 2 days ago
- Colleyville, TX (12 miles from Irving, TX)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker- Colleyville
- Colleyville, TX (12 miles from Irving, TX)
- 3 days ago
- Colleyville, TX (12 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....
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (11 miles from Irving, TX)
- 5 days ago
- Addison, TX (11 miles from Irving, TX)
- 5 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
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
- 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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