Personal Banker Jobs in Lake Dallas, 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 (16 miles from Lake Dallas, TX)
- 4 days ago
- Plano, TX (16 miles from Lake Dallas, TX)
- 4 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...
- Southlake, TX (14 miles from Lake Dallas, TX)
- 1 hour ago
- Southlake, TX (14 miles from Lake Dallas, TX)
- 1 hour ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - DNT and Frontier - Prosper, TX
- Prosper, TX (15 miles from Lake Dallas, TX)
- 1 hour ago
- Prosper, TX (15 miles from Lake Dallas, TX)
- 1 hour ago
JobID: 210638483 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-07T18:25:09+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Investment Counselor (Financial Advisor Alternative)
- McKinney, TX (24 miles from Lake Dallas, TX)
- 3 hours ago
- McKinney, TX (24 miles from Lake Dallas, TX)
- 3 hours 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...
Private Client Banker-Southlake & Village Center- Southlake - TX
- Southlake, TX (14 miles from Lake Dallas, TX)
- 13 hours ago
- Southlake, TX (14 miles from Lake Dallas, TX)
- 13 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 II - SB - Parker and Tollway - Plano TX
- Plano, TX (16 miles from Lake Dallas, TX)
- 13 hours ago
- Plano, TX (16 miles from Lake Dallas, TX)
- 13 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...
- Grapevine, TX (12 miles from Lake Dallas, TX)
- 1 day ago
- Grapevine, TX (12 miles from Lake Dallas, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Plano, TX (16 miles from Lake Dallas, TX)
- 1 day ago
- Plano, TX (16 miles from Lake Dallas, TX)
- 1 day ago
cashing as needed....
Private Client Banker II - SB - Denton Tap & 121 - Coppell TX
- Coppell, TX (10 miles from Lake Dallas, TX)
- 1 day ago
- Coppell, TX (10 miles from Lake Dallas, TX)
- 1 day 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...
Associate Personal Banker -Bilingual (Spanish) Hickory Creek
- Denton, TX (11 miles from Lake Dallas, TX)
- 2 days ago
- Denton, TX (11 miles from Lake Dallas, 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....
- Addison, TX (14 miles from Lake Dallas, TX)
- 2 days ago
- Addison, TX (14 miles from Lake Dallas, TX)
- 2 days 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...
- Addison, TX (14 miles from Lake Dallas, TX)
- 5 days ago
- Addison, TX (14 miles from Lake Dallas, TX)
- 5 days ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Plano, TX (16 miles from Lake Dallas, TX)
- 5 days ago
- Plano, TX (16 miles from Lake Dallas, TX)
- 5 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...
- Celina, TX (21 miles from Lake Dallas, TX)
- 5 days ago
- Celina, TX (21 miles from Lake Dallas, TX)
- 5 days ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
- Irving, TX (21 miles from Lake Dallas, TX)
- 5 days ago
- Irving, TX (21 miles from Lake Dallas, TX)
- 5 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Lake Dallas, TX
Moving to Lake Dallas, TX? Find some basic demographic data about Lake Dallas, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Dallas, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Dallas, 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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