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.
Private Client Banker -West 12th and S Adams - Dallas, TX
- Dallas, TX (24 miles from Mansfield, TX)
- 1 hour ago
- Dallas, TX (24 miles from Mansfield, TX)
- 1 hour ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Spanish Personal Banker
- Dallas, TX (24 miles from Mansfield, TX)
- 21 hours ago
- Dallas, TX (24 miles from Mansfield, TX)
- 21 hours 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....
- Cleburne, TX (18 miles from Mansfield, TX)
- 1 day ago
- Cleburne, TX (18 miles from Mansfield, TX)
- 1 day ago
Address Were always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work...
- Fort Worth, TX (15 miles from Mansfield, TX)
- 1 day ago
- Fort Worth, TX (15 miles from Mansfield, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Bilingual Haltom City
- 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....
Bilingual Spanish Personal Banker
- Dallas, TX (21 miles from Mansfield, TX)
- 1 day ago
- Dallas, TX (21 miles from Mansfield, 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....
- Irving, TX (20 miles from Mansfield, TX)
- 2 days ago
- Irving, TX (20 miles from Mansfield, TX)
- 2 days 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...
Associate Personal Banker Bilingual (Spanish)- East Berry
- 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....
Personal Banker- Retail (Dallas, TX, US, 75001)
- Dallas, TX (24 miles from Mansfield, TX)
- 3 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 3 days ago
Req ID: 76923 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/10/2025 BOK Financial Corporation Group...
- Desoto, TX (15 miles from Mansfield, TX)
- 4 days ago
- Desoto, TX (15 miles from Mansfield, TX)
- 4 days 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...
Associate Personal Banker (SAFE)- North Richland Hills
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 4 days ago
- North Richland Hills, TX (17 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....
Personal Banker (SAFE) Irving District
- Irving, TX (20 miles from Mansfield, TX)
- 7 days ago
- Irving, TX (20 miles from Mansfield, 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....
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- Dallas, TX (24 miles from Mansfield, TX)
- 8 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 8 days ago
Bilingual Spanish Personal Banker PNC Financial Services Group 3.6 ( ) Dallas, TX Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
Private Client Banker II -Rufe Snow- Watauga - TX Private Client Banker II -Rufe Snow- Watauga - TX
- Watauga, TX (21 miles from Mansfield, TX)
- 8 days ago
- Watauga, TX (21 miles from Mansfield, TX)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Dallas, TX (24 miles from Mansfield, TX)
- 10 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 10 days ago
Are you a financial expert with a passion for healthcare? This hybrid role offers the opportunity to work 2 days a week in-office at our new downtown Dallas Administrative Building, with the...
Remote WorkDemographic 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
- Outside Sales
- Business Planning
- Personal Banker
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »