Personal Banker Jobs in Mckinney, 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.
- Celina, TX (13 miles from Mckinney, TX)
- 20 hours ago
- Celina, TX (13 miles from Mckinney, TX)
- 20 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Plano, TX (11 miles from Mckinney, TX)
- 20 hours ago
- Plano, TX (11 miles from Mckinney, TX)
- 20 hours ago
Job Summary: Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business...
- Carrollton, TX (23 miles from Mckinney, TX)
- 2 days ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 2 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Carrollton, TX at the Hebron branch. Bilingual in Spanish preferred....
- Carrollton, TX (21 miles from Mckinney, TX)
- 3 days ago
- Carrollton, TX (21 miles from Mckinney, TX)
- 3 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Carrollton, TX at the Hebron branch. Bilingual in Spanish preferred....
Associate Personal Banker (SAFE) North McKinney Custer & US 380
- McKinney, TX
- 3 days ago
- McKinney, 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....
- Garland, TX (17 miles from Mckinney, TX)
- 3 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Plano, TX (11 miles from Mckinney, TX)
- 4 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 4 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
- Garland, TX (17 miles from Mckinney, TX)
- 10 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 10 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...
Personal Banker (SAFE) Bilingual Spanish Required 15th & Custer
- Plano, TX (11 miles from Mckinney, TX)
- 11 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 11 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....
Financial Advisor Financial Advisor
- Carrollton, TX (23 miles from Mckinney, TX)
- 15 days ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Carrollton, TX Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Tom Bean, TX (24 miles from Mckinney, TX)
- 15 days ago
- Tom Bean, TX (24 miles from Mckinney, TX)
- 15 days ago
Req ID: 76855 Location: Sherman -SHRM Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/30/2025 BOK Financial Corporation Group...
- Frisco, TX (14 miles from Mckinney, TX)
- 15 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker (Full Time) - Wylie
- Sachse, TX (14 miles from Mckinney, TX)
- 15 days ago
- Sachse, TX (14 miles from Mckinney, TX)
- 15 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
Financial Advisor/Analyst II - Heart Hospital Plano
- Plano, TX (11 miles from Mckinney, TX)
- 16 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 16 days ago
JOB SUMMARY This position is located Heart Hospital Plano, Texas. Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and...
2026 Financial Advisor Development Program - Summer Analyst Opportunity
- Plano, TX (11 miles from Mckinney, TX)
- 17 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 17 days ago
JobID: 210639528 Category: Analysts JobSchedule: Full time Posted Date: 2025-08-04T16:07:59+00:00 JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients,...
Demographic Data for Mckinney, TX
Moving to Mckinney, TX? Find some basic demographic data about Mckinney, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mckinney, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mckinney, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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
- Business Development
- Retail
- 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
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