Personal Banker Jobs in Lewisville, 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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (24 miles from Lewisville, TX)
- 26 days ago
- Dallas, TX (24 miles from Lewisville, TX)
- 26 days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Fort Worth, TX (23 miles from Lewisville, TX)
- 13 hours ago
- Fort Worth, TX (23 miles from Lewisville, TX)
- 13 hours ago
Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: University Center Benefits: Medical, Prescription Drugs,...
Financial Advisor - Career Change Opportunity
- Plano, TX (22 miles from Lewisville, TX)
- 22 hours ago
- Plano, TX (22 miles from Lewisville, TX)
- 22 hours 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...
- Irving, TX (17 miles from Lewisville, TX)
- 1 day ago
- Irving, TX (17 miles from Lewisville, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE) - Bilingual (Spanish) Broadway
- Haltom City, TX (20 miles from Lewisville, TX)
- 1 day ago
- Haltom City, TX (20 miles from Lewisville, TX)
- 1 day 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....
Personal Banker - Lemmon and Inwood
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day 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....
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
- Addison, TX (17 miles from Lewisville, TX)
- 1 day ago
- Addison, TX (17 miles from Lewisville, TX)
- 1 day ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Plano, TX (22 miles from Lewisville, TX)
- 2 days ago
- Plano, TX (22 miles from Lewisville, TX)
- 2 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...
- Irving, TX (17 miles from Lewisville, TX)
- 2 days ago
- Irving, TX (17 miles from Lewisville, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
2026 January Financial Advisor Development Program - Dallas
- Dallas, TX (24 miles from Lewisville, TX)
- 2 days ago
- Dallas, TX (24 miles from Lewisville, TX)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Private Client Banker II - SB -Southlake Blvd And Randol Mill - Southlake - TX
- Southlake, TX (5 miles from Lewisville, TX)
- 2 days ago
- Southlake, TX (5 miles from Lewisville, TX)
- 2 days ago
JobID: 210628087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T19:59:45+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Fort Worth, TX (22 miles from Lewisville, TX)
- 3 days ago
- Fort Worth, TX (22 miles from Lewisville, TX)
- 3 days ago
Req ID: 76611 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fort Worth, TX (23 miles from Lewisville, TX)
- 3 days ago
- Fort Worth, TX (23 miles from Lewisville, TX)
- 3 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Dallas, TX (24 miles from Lewisville, TX)
- 4 days ago
- Dallas, TX (24 miles from Lewisville, TX)
- 4 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Demographic Data for Lewisville, TX
Moving to Lewisville, TX? Find some basic demographic data about Lewisville, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lewisville, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lewisville, 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
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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