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 - Certification Provided
- Carrollton, TX (23 miles from Mckinney, TX)
- 2 hours ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 2 hours 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...
Associate Personal Banker Legacy & Coit
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, 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 (SAFE) 635 & Midway
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 2 days ago
- Farmers Branch, TX (24 miles from Mckinney, 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 (SAFE) - Bilingual Spanish Required Preston & Main
- Frisco, TX (14 miles from Mckinney, TX)
- 2 days ago
- Frisco, TX (14 miles from Mckinney, 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....
- Carrollton, TX (23 miles from Mckinney, TX)
- 3 days ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 3 days ago
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. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Frisco, TX (14 miles from Mckinney, TX)
- 4 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 4 days 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...
- Allen, TX (6 miles from Mckinney, TX)
- 4 days ago
- Allen, TX (6 miles from Mckinney, TX)
- 4 days ago
As a Personal Banker in our Call Center, youll help UNIFYs credit union members safeguard their assets, using strong communication skills....
- Plano, TX (11 miles from Mckinney, TX)
- 5 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 5 days 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....
- Sachse, TX (14 miles from Mckinney, TX)
- 5 days ago
- Sachse, TX (14 miles from Mckinney, TX)
- 5 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....
- Plano, TX (11 miles from Mckinney, TX)
- 5 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 5 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
Based in Plano, Texas, we are a boutique wealth management firm dedicated to helping high-performing families, entrepreneurs, and executives take command of their financial futures with clarity, intention...
- Carrollton, TX (23 miles from Mckinney, TX)
- 6 days ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 6 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...
Personal Banker (Full Time) - Plano, Preston
- Plano, TX (11 miles from Mckinney, TX)
- 7 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 7 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Addison, TX (20 miles from Mckinney, TX)
- 9 days ago
- Addison, TX (20 miles from Mckinney, TX)
- 9 days ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Garland, TX (17 miles from Mckinney, TX)
- 10 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 10 days 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....
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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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