Personal Banker Jobs in Lancaster, 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.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Arlington, TX (22 miles from Lancaster, TX)
- 9 hours ago
- Arlington, TX (22 miles from Lancaster, TX)
- 9 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Carrollton, TX (23 miles from Lancaster, TX)
- 9 hours ago
- Carrollton, TX (23 miles from Lancaster, TX)
- 9 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...
- Duncanville, TX (9 miles from Lancaster, TX)
- 16 hours ago
- Duncanville, TX (9 miles from Lancaster, TX)
- 16 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Balch Springs, TX (10 miles from Lancaster, TX)
- 1 day ago
- Balch Springs, TX (10 miles from Lancaster, 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 customer relationships, new and...
- Mansfield, TX (21 miles from Lancaster, TX)
- 1 day ago
- Mansfield, TX (21 miles from Lancaster, TX)
- 1 day 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....
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (11 miles from Lancaster, TX)
- 1 day ago
- Dallas, TX (11 miles from Lancaster, TX)
- 1 day ago
JobID: 210639079 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T21:16:46+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Financial Advisor II-Heart Hospital, Dallas
- Dallas, TX (11 miles from Lancaster, TX)
- 1 day ago
- Dallas, TX (11 miles from Lancaster, TX)
- 1 day ago
JOB SUMMARY The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). WORK MODEL...
- Mesquite, TX (12 miles from Lancaster, TX)
- 1 day ago
- Mesquite, TX (12 miles from Lancaster, 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...
Personal Banker/Member Services Representative III
- Mesquite, TX (12 miles from Lancaster, TX)
- 5 days ago
- Mesquite, TX (12 miles from Lancaster, TX)
- 5 days ago
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
- Addison, TX (23 miles from Lancaster, TX)
- 7 days ago
- Addison, TX (23 miles from Lancaster, TX)
- 7 days ago
Salary Confidential Position range in Dallas County $50k - $173k Per Year Personal Banker PROSPERITY BANK Occupation: Personal Financial Advisors Location: Addison, TX - 75001 Positions available: 2...
- Dallas, TX (11 miles from Lancaster, TX)
- 9 days ago
- Dallas, TX (11 miles from Lancaster, TX)
- 9 days ago
At the heart of our company is our people. People from many different backgrounds with different vantage points, opinions, and experiences. We strive to continually lead with our IMPACT values and...
Associate Personal Banker (SAFE) North Dallas Suburban District
- Richardson, TX (23 miles from Lancaster, TX)
- 10 days ago
- Richardson, TX (23 miles from Lancaster, TX)
- 10 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....
Associate Roving Personal Banker (SAFE) Central & South Dallas District
- Midlothian, TX (17 miles from Lancaster, TX)
- 13 days ago
- Midlothian, TX (17 miles from Lancaster, TX)
- 13 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....
- Dallas, TX (11 miles from Lancaster, TX)
- 13 days ago
- Dallas, TX (11 miles from Lancaster, TX)
- 13 days ago
Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
- Arlington, TX (22 miles from Lancaster, TX)
- 14 days ago
- Arlington, TX (22 miles from Lancaster, TX)
- 14 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....
Demographic Data for Lancaster, TX
Moving to Lancaster, TX? Find some basic demographic data about Lancaster, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lancaster, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lancaster, 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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