Personal Banker Jobs in Mansfield, 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 Mansfield, TX)
- 1 day ago
- Dallas, TX (24 miles from Mansfield, TX)
- 1 day 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...
- Dallas, TX (24 miles from Mansfield, TX)
- 6 hours ago
- Dallas, TX (24 miles from Mansfield, TX)
- 6 hours 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Arlington, TX (4 miles from Mansfield, TX)
- 1 day ago
- Arlington, TX (4 miles from Mansfield, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Financial Advisor - Career Change Opportunity
- Fort Worth, TX (15 miles from Mansfield, TX)
- 1 day ago
- Fort Worth, TX (15 miles from Mansfield, TX)
- 1 day 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...
Associate Personal Banker (SAFE) - Bilingual- Broadway
- Haltom City, TX (17 miles from Mansfield, TX)
- 1 day ago
- Haltom City, TX (17 miles from Mansfield, 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....
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (16 miles from Mansfield, TX)
- 1 day ago
- Grand Prairie, TX (16 miles from Mansfield, TX)
- 1 day 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 (4 miles from Mansfield, TX)
- 1 day ago
- Arlington, TX (4 miles from Mansfield, TX)
- 1 day 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...
Associate Personal Banker- Bilingual- Fort Worth Medical Center
- Fort Worth, TX (15 miles from Mansfield, TX)
- 2 days ago
- Fort Worth, TX (15 miles from Mansfield, 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....
Associate Personal Banker- McKinney
- Dallas, TX (24 miles from Mansfield, TX)
- 2 days ago
- Dallas, TX (24 miles from Mansfield, 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....
Associate Personal Banker - Lemmon Ave.
- Dallas, TX (24 miles from Mansfield, TX)
- 3 days ago
- Dallas, TX (24 miles from Mansfield, 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....
Associate Personal Banker- Colleyville
- Colleyville, TX (22 miles from Mansfield, TX)
- 4 days ago
- Colleyville, TX (22 miles from Mansfield, TX)
- 4 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....
- Dallas, TX (24 miles from Mansfield, TX)
- 4 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 4 days ago
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Midlothian, TX (11 miles from Mansfield, TX)
- 4 days ago
- Midlothian, TX (11 miles from Mansfield, TX)
- 4 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Irving, TX (20 miles from Mansfield, TX)
- 7 days ago
- Irving, TX (20 miles from Mansfield, TX)
- 7 days ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
Private Client Banker - Pleasant Run and Bluegrove - Lancaster, Tx.
- Lancaster, TX (21 miles from Mansfield, TX)
- 7 days ago
- Lancaster, TX (21 miles from Mansfield, TX)
- 7 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...
Demographic Data for Mansfield, TX
Moving to Mansfield, TX? Find some basic demographic data about Mansfield, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mansfield, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mansfield, 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
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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