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
- Plano, TX (20 miles from Irving, TX)
- 3 days ago
- Plano, TX (20 miles from Irving, TX)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 03-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (8 miles from Irving, TX)
- 28 days ago
- Dallas, TX (8 miles from Irving, TX)
- 28 days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Grapevine, TX (10 miles from Irving, TX)
- 7 hours ago
- Grapevine, TX (10 miles from Irving, TX)
- 7 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Plano, TX (20 miles from Irving, TX)
- 10 hours ago
- Plano, TX (20 miles from Irving, TX)
- 10 hours ago
cashing as needed....
Private Client Banker II - SB - Denton Tap & 121 - Coppell TX
- Coppell, TX (10 miles from Irving, TX)
- 17 hours ago
- Coppell, TX (10 miles from Irving, TX)
- 17 hours 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...
- Addison, TX (11 miles from Irving, TX)
- 1 day ago
- Addison, TX (11 miles from Irving, TX)
- 1 day ago
Req ID: 76737 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/25/2025 BOK Financial...
- Fort Worth, TX (22 miles from Irving, TX)
- 2 days ago
- Fort Worth, TX (22 miles from Irving, TX)
- 2 days ago
Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: University Center Benefits: Medical, Prescription Drugs,...
Associate Personal Banker (SAFE) - Bilingual (Spanish) Broadway
- Haltom City, TX (20 miles from Irving, TX)
- 3 days ago
- Haltom City, TX (20 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 - Lemmon and Inwood
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
- Dallas, TX (8 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....
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
- Dallas, TX (8 miles from Irving, TX)
- 3 days ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
- Addison, TX (11 miles from Irving, TX)
- 3 days ago
- Addison, TX (11 miles from Irving, TX)
- 3 days ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Plano, TX (20 miles from Irving, TX)
- 4 days ago
- Plano, TX (20 miles from Irving, TX)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 03-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
2026 January Financial Advisor Development Program - Dallas
- Dallas, TX (8 miles from Irving, TX)
- 4 days ago
- Dallas, TX (8 miles from Irving, TX)
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Private Client Banker II - SB -Southlake Blvd And Randol Mill - Southlake - TX
- Southlake, TX (15 miles from Irving, TX)
- 4 days ago
- Southlake, TX (15 miles from Irving, TX)
- 4 days ago
JobID: 210628087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T19:59:45+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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