Personal Banker Jobs in Keller, 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 (15 miles from Keller, TX)
- 2 days ago
- Fort Worth, TX (15 miles from Keller, TX)
- 2 days 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 (15 miles from Keller, TX)
- 2 days ago
- Fort Worth, TX (15 miles from Keller, TX)
- 2 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...
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (18 miles from Keller, TX)
- 3 days ago
- Grand Prairie, TX (18 miles from Keller, TX)
- 3 days 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 (21 miles from Keller, TX)
- 3 days ago
- Arlington, TX (21 miles from Keller, TX)
- 3 days 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 (13 miles from Keller, TX)
- 3 days ago
- Bartonville, TX (13 miles from Keller, 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....
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (24 miles from Keller, TX)
- 8 days ago
- Addison, TX (24 miles from Keller, TX)
- 8 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....
- Irving, TX (19 miles from Keller, TX)
- 8 days ago
- Irving, TX (19 miles from Keller, TX)
- 8 days ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
- Denton, TX (20 miles from Keller, TX)
- 9 days ago
- Denton, TX (20 miles from Keller, TX)
- 9 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....
Personal Banker Highland Village
- Highland Village, TX (14 miles from Keller, TX)
- 10 days ago
- Highland Village, TX (14 miles from Keller, TX)
- 10 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
- Denton, TX (20 miles from Keller, TX)
- 11 days ago
- Denton, TX (20 miles from Keller, TX)
- 11 days ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
- Lewisville, TX (9 miles from Keller, TX)
- 11 days ago
- Lewisville, TX (9 miles from Keller, TX)
- 11 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....
- Fort Worth, TX (15 miles from Keller, TX)
- 12 days ago
- Fort Worth, TX (15 miles from Keller, TX)
- 12 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Lewisville, TX (22 miles from Keller, TX)
- 12 days ago
- Lewisville, TX (22 miles from Keller, TX)
- 12 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....
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (9 miles from Keller, TX)
- 17 days ago
- Flower Mound, TX (9 miles from Keller, TX)
- 17 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....
Merrill Market Client Relationship Manager
- Fort Worth, TX (15 miles from Keller, TX)
- 27 days ago
- Fort Worth, TX (15 miles from Keller, TX)
- 27 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....
Demographic Data for Keller, TX
Moving to Keller, TX? Find some basic demographic data about Keller, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Keller, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Keller, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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