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.
- Plano, TX (11 miles from Mckinney, TX)
- 3 hours ago
- Plano, TX (11 miles from Mckinney, TX)
- 3 hours ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join...
Associate Personal Banker Legacy & Coit
- Plano, TX (11 miles from Mckinney, TX)
- 6 hours ago
- Plano, TX (11 miles from Mckinney, TX)
- 6 hours 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) McKinney Towne Crossing
- McKinney, TX
- 20 hours ago
- McKinney, TX
- 20 hours 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....
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....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Rockwall, TX (23 miles from Mckinney, TX)
- 2 days ago
- Rockwall, TX (23 miles from Mckinney, TX)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (20 miles from Mckinney, TX)
- 6 days ago
- Addison, TX (20 miles from Mckinney, TX)
- 6 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker/Member Services Representative III
- Frisco, TX (14 miles from Mckinney, TX)
- 7 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 7 days ago
Responsibilities** **This position is located in our Frisco Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY** Interviews...
Personal Banker II - Elliott Drive
- Frisco, TX (14 miles from Mckinney, TX)
- 8 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 8 days ago
Banker job family....
- Celina, TX (13 miles from Mckinney, TX)
- 9 days ago
- Celina, TX (13 miles from Mckinney, TX)
- 9 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor- El Paso, TX
- Plano, TX (11 miles from Mckinney, TX)
- 15 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 15 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Personal Banker - Frisco Fields - Frisco, TX
- Frisco, TX (14 miles from Mckinney, TX)
- 15 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 15 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 Contact Center
- Allen, TX (6 miles from Mckinney, TX)
- 15 days ago
- Allen, TX (6 miles from Mckinney, TX)
- 15 days ago
Working in our contact center, youll help UNIFYs credit union members safeguard their assets! Whether youre finding answers for our members (customers) quickly, discussing products and solutions...
- Garland, TX (17 miles from Mckinney, TX)
- 17 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 17 days ago
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of...
Post Financial Advisor/Planner - Wealth Management Job Category: Wealth Management/Trust Requisition Number: WEALT004370 Posting Details Posted: April 1, 2025 Full-Time Locations McKinney, TX 75070,...
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
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »