Personal Banker Jobs in Josephine, 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 (23 miles from Josephine, TX)
- 2 days ago
- Plano, TX (23 miles from Josephine, TX)
- 2 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...
- Plano, TX (23 miles from Josephine, TX)
- 3 days ago
- Plano, TX (23 miles from Josephine, TX)
- 3 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...
- Garland, TX (19 miles from Josephine, TX)
- 4 days ago
- Garland, TX (19 miles from Josephine, TX)
- 4 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE) Bilingual Spanish Required Saturn & Marketplace
- Garland, TX (19 miles from Josephine, TX)
- 4 days ago
- Garland, TX (19 miles from Josephine, 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....
Investment Counselor (Financial Advisor Alternative)
- Garland, TX (19 miles from Josephine, TX)
- 4 days ago
- Garland, TX (19 miles from Josephine, TX)
- 4 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Plano, TX (23 miles from Josephine, TX)
- 5 days ago
- Plano, TX (23 miles from Josephine, TX)
- 5 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- McKinney, TX (17 miles from Josephine, TX)
- 8 days ago
- McKinney, TX (17 miles from Josephine, TX)
- 8 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....
Senior Private Client Relationship Manager
- Plano, TX (23 miles from Josephine, TX)
- 8 days ago
- Plano, TX (23 miles from Josephine, TX)
- 8 days ago
Location: On site in Dallas, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices...
- Quinlan, TX (16 miles from Josephine, TX)
- 9 days ago
- Quinlan, TX (16 miles from Josephine, TX)
- 9 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...
- Sachse, TX (16 miles from Josephine, TX)
- 11 days ago
- Sachse, TX (16 miles from Josephine, TX)
- 11 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...
- Plano, TX (23 miles from Josephine, TX)
- 22 days ago
- Plano, TX (23 miles from Josephine, TX)
- 22 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
- Quinlan, TX (16 miles from Josephine, TX)
- 23 days ago
- Quinlan, TX (16 miles from Josephine, TX)
- 23 days 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...
- Plano, TX (23 miles from Josephine, TX)
- 30+ days ago
- Plano, TX (23 miles from Josephine, TX)
- 30+ days 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...
- Plano, TX (23 miles from Josephine, TX)
- 60+ days ago
- Plano, TX (23 miles from Josephine, TX)
- 60+ days ago
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
Financial Advisor- El Paso, TX
- Plano, TX (23 miles from Josephine, TX)
- 60+ days ago
- Plano, TX (23 miles from Josephine, TX)
- 60+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Josephine, TX
Moving to Josephine, TX? Find some basic demographic data about Josephine, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Josephine, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Josephine, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »