Personal Banker Jobs in Melissa, 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.
Investment Counselor (Financial Advisor Alternative)
- Plano, TX (19 miles from Melissa, TX)
- 11 hours ago
- Plano, TX (19 miles from Melissa, TX)
- 11 hours 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...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- McKinney, TX (7 miles from Melissa, TX)
- 16 hours ago
- McKinney, TX (7 miles from Melissa, TX)
- 16 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- McKinney, TX (7 miles from Melissa, TX)
- 2 days ago
- McKinney, TX (7 miles from Melissa, TX)
- 2 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....
Senior Private Client Relationship Manager
- Plano, TX (19 miles from Melissa, TX)
- 2 days ago
- Plano, TX (19 miles from Melissa, TX)
- 2 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...
- McKinney, TX (7 miles from Melissa, TX)
- 3 days ago
- McKinney, TX (7 miles from Melissa, 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....
- Sachse, TX (21 miles from Melissa, TX)
- 5 days ago
- Sachse, TX (21 miles from Melissa, TX)
- 5 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...
Private Client Banker II - SB - Melissa 121 and Washington Dr - Melissa, TX
- Melissa, TX
- 6 days ago
- Melissa, TX
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Associate Personal Banker (SAFE) Grayhawk
- Frisco, TX (18 miles from Melissa, TX)
- 6 days ago
- Frisco, TX (18 miles from Melissa, TX)
- 6 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....
Private Client Banker - DNT and Frontier - Prosper, TX
- Prosper, TX (14 miles from Melissa, TX)
- 9 days ago
- Prosper, TX (14 miles from Melissa, TX)
- 9 days ago
JobID: 210638483 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T18:03:11+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Private Client Banker Coit and McKinney - McKinney,TX
- Prosper, TX (14 miles from Melissa, TX)
- 10 days ago
- Prosper, TX (14 miles from Melissa, TX)
- 10 days ago
Short Description As a Private Client Banker, you are the point of contact for a select group of Chases clients as well as customers in the Branch. Posting Description You have a passion for...
- Frisco, TX (18 miles from Melissa, TX)
- 16 days ago
- Frisco, TX (18 miles from Melissa, TX)
- 16 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
- Plano, TX (19 miles from Melissa, TX)
- 16 days ago
- Plano, TX (19 miles from Melissa, TX)
- 16 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (19 miles from Melissa, TX)
- 17 days ago
- Plano, TX (19 miles from Melissa, TX)
- 17 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...
- Frisco, TX (18 miles from Melissa, TX)
- 18 days ago
- Frisco, TX (18 miles from Melissa, TX)
- 18 days ago
About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Plano, TX (19 miles from Melissa, TX)
- 27 days ago
- Plano, TX (19 miles from Melissa, TX)
- 27 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...
Demographic Data for Melissa, TX
Moving to Melissa, TX? Find some basic demographic data about Melissa, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Melissa, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Melissa, 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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