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.
Financial Advisor - Career Change Opportunity
- Carrollton, TX (23 miles from Mckinney, TX)
- 1 hour ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 1 hour ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Plano, TX (11 miles from Mckinney, TX)
- 5 hours ago
- Plano, TX (11 miles from Mckinney, TX)
- 5 hours 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...
- Celina, TX (13 miles from Mckinney, TX)
- 5 hours ago
- Celina, TX (13 miles from Mckinney, TX)
- 5 hours ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
- Garland, TX (17 miles from Mckinney, TX)
- 1 day ago
- Garland, TX (17 miles from Mckinney, 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 Required Saturn & Marketplace
- Garland, TX (17 miles from Mckinney, TX)
- 1 day ago
- Garland, TX (17 miles from Mckinney, 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....
- Allen, TX (6 miles from Mckinney, TX)
- 1 day ago
- Allen, TX (6 miles from Mckinney, TX)
- 1 day 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
Overview 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...
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Senior Private Client Relationship Manager
- Plano, TX (11 miles from Mckinney, TX)
- 5 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 5 days ago
Location: On site in Dallas, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices...
- The Colony, TX (19 miles from Mckinney, TX)
- 8 days ago
- The Colony, TX (19 miles from Mckinney, TX)
- 8 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...
- Sachse, TX (14 miles from Mckinney, TX)
- 8 days ago
- Sachse, TX (14 miles from Mckinney, TX)
- 8 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 (20 miles from Mckinney, TX)
- 15 days ago
- Addison, TX (20 miles from Mckinney, TX)
- 15 days ago
Salary Confidential Position range in Dallas County $50k - $173k Per Year Personal Banker PROSPERITY BANK Occupation: Personal Financial Advisors Location: Addison, TX - 75001 Positions available: 2...
Associate Personal Banker (SAFE) North Dallas Suburban District
- The Colony, TX (19 miles from Mckinney, TX)
- 18 days ago
- The Colony, TX (19 miles from Mckinney, TX)
- 18 days ago
Associate Personal Banker (SAFE) North Dallas Suburban District 3.6 3.6 out of 5 stars 4056 Old Denton Rd, The Colony, TX 75007 Why Wells Fargo: Are you looking for more? Find it here....
- Frisco, TX (14 miles from Mckinney, TX)
- 19 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 19 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
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
- 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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