Personal Banker Jobs in Little Elm, 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.
- Southlake, TX (19 miles from Little Elm, TX)
- 2 days ago
- Southlake, TX (19 miles from Little Elm, TX)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
2026 Financial Advisor Development Program - Summer Analyst Opportunity
- Plano, TX (15 miles from Little Elm, TX)
- 14 hours ago
- Plano, TX (15 miles from Little Elm, TX)
- 14 hours ago
Morgan Wealth Management, FADP gives you experience focusing on matters that add value to our clients and our business....
Personal Banker- Retail (Plano, TX, US, 75023)
- Plano, TX (15 miles from Little Elm, TX)
- 14 hours ago
- Plano, TX (15 miles from Little Elm, TX)
- 14 hours ago
Req ID: 76868 Location: Plano -PLAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/03/2025 BOK Financial Corporation Group...
- Denton, TX (11 miles from Little Elm, TX)
- 1 day ago
- Denton, TX (11 miles from Little Elm, 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...
- Richardson, TX (18 miles from Little Elm, TX)
- 1 day ago
- Richardson, TX (18 miles from Little Elm, 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...
- Plano, TX (15 miles from Little Elm, TX)
- 1 day ago
- Plano, TX (15 miles from Little Elm, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Plano, TX (15 miles from Little Elm, TX)
- 1 day ago
- Plano, TX (15 miles from Little Elm, TX)
- 1 day ago
Req ID: 76868 Location: Plano -PLAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/03/2025 BOK Financial Corporation Group...
Private Client Banker-Southlake & Village Center- Southlake - TX
- Southlake, TX (19 miles from Little Elm, TX)
- 1 day ago
- Southlake, TX (19 miles from Little Elm, TX)
- 1 day ago
JobID: 210644552 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-08-04T13:26:55+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
- Carrollton, TX (15 miles from Little Elm, TX)
- 3 days ago
- Carrollton, TX (15 miles from Little Elm, TX)
- 3 days ago
Personal Banker (Full Time) - Carrollton Full Time CSR - Banking Center Carrollton, Carrollton, TX, US 2025-08-02T04:18:38.816Z Yesterday Requisition ID: 9382 External Applicants: Please through Prosperity...
Investment Counselor (Financial Advisor Alternative). Job in Euless Gr8Jobs
- Euless, TX (22 miles from Little Elm, TX)
- 4 days ago
- Euless, TX (22 miles from Little Elm, TX)
- 4 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...
- Addison, TX (16 miles from Little Elm, TX)
- 4 days ago
- Addison, TX (16 miles from Little Elm, TX)
- 4 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker (Full Time) - Carrollton
- Carrollton, TX (15 miles from Little Elm, TX)
- 5 days ago
- Carrollton, TX (15 miles from Little Elm, TX)
- 5 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Irving, TX (24 miles from Little Elm, TX)
- 6 days ago
- Irving, TX (24 miles from Little Elm, TX)
- 6 days ago
GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB : HUB Financial Services...
- Allen, TX (20 miles from Little Elm, TX)
- 6 days ago
- Allen, TX (20 miles from Little Elm, TX)
- 6 days ago
As a Personal Banker within PNC's Stacy Rd Branch, you will be based in Allen, TX....
- McKinney, TX (20 miles from Little Elm, TX)
- 7 days ago
- McKinney, TX (20 miles from Little Elm, TX)
- 7 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....
Demographic Data for Little Elm, TX
Moving to Little Elm, TX? Find some basic demographic data about Little Elm, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Little Elm, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Little Elm, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- Business Planning
- Personal Banker
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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