Personal Banker Jobs in Keene, 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.
Associate Personal Banker -Bilingual Western Hills
- Fort Worth, TX (23 miles from Keene, TX)
- 10 hours ago
- Fort Worth, TX (23 miles from Keene, TX)
- 10 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 II Bonds Ranch, Fort Worth - TX
- Fort Worth, TX (23 miles from Keene, TX)
- 23 hours ago
- Fort Worth, TX (23 miles from Keene, TX)
- 23 hours ago
JobID: 210633369 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-09T15:47:15+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
- Fort Worth, TX (23 miles from Keene, TX)
- 1 day ago
- Fort Worth, TX (23 miles from Keene, TX)
- 1 day 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...
US Experienced Financial Advisor
- Fort Worth, TX (23 miles from Keene, TX)
- 1 day ago
- Fort Worth, TX (23 miles from Keene, TX)
- 1 day ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Investment Counselor (Financial Advisor Alternative)
- Joshua, TX (6 miles from Keene, TX)
- 2 days ago
- Joshua, TX (6 miles from Keene, TX)
- 2 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...
- Fort Worth, TX (23 miles from Keene, TX)
- 7 days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 7 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 Roving Personal Banker (SAFE) Central & South Dallas District
- Midlothian, TX (20 miles from Keene, TX)
- 29 days ago
- Midlothian, TX (20 miles from Keene, TX)
- 29 days ago
Associate Roving Personal Banker (SAFE) Central & South Dallas District 3.6 3.6 out of 5 stars 1177 N 9TH ST, Midlothian, TX 76065 Why Wells Fargo: Are you looking for more? Find it here....
- Fort Worth, TX (23 miles from Keene, TX)
- 30+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 30+ 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....
Merrill Market Client Relationship Manager
- Fort Worth, TX (23 miles from Keene, TX)
- 30+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Merrill Experienced Financial Advisor
- Fort Worth, TX (23 miles from Keene, TX)
- 45+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Fort Worth, TX (23 miles from Keene, TX)
- 60+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 60+ days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Senior Private Client Relationship Manager
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
Location: On site in Fort Worth, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm...
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there....
Financial Advisor - Fort Worth
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
- Fort Worth, TX (23 miles from Keene, TX)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Keene, TX
Moving to Keene, TX? Find some basic demographic data about Keene, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Keene, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Keene, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- 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 »