Personal Banker Jobs in Plano, 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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (18 miles from Plano, TX)
- 26 days ago
- Dallas, TX (18 miles from Plano, TX)
- 26 days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
Job Overview 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. If you find yourself at a professional...
- Irving, TX (20 miles from Plano, TX)
- 23 hours ago
- Irving, TX (20 miles from Plano, TX)
- 23 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker - Lemmon and Inwood
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, 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....
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
- Addison, TX (9 miles from Plano, TX)
- 1 day ago
- Addison, TX (9 miles from Plano, TX)
- 1 day ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
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 (19 miles from Plano, TX)
- 1 day ago
- Celina, TX (19 miles from Plano, TX)
- 1 day ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
- Irving, TX (20 miles from Plano, TX)
- 2 days ago
- Irving, TX (20 miles from Plano, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
2026 January Financial Advisor Development Program - Dallas
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Garland, TX (10 miles from Plano, TX)
- 3 days ago
- Garland, TX (10 miles from Plano, TX)
- 3 days 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 (10 miles from Plano, TX)
- 3 days ago
- Garland, TX (10 miles from Plano, 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....
Investment Counselor (Financial Advisor Alternative)
- Garland, TX (10 miles from Plano, TX)
- 3 days ago
- Garland, TX (10 miles from Plano, TX)
- 3 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 (9 miles from Plano, TX)
- 3 days ago
- Addison, TX (9 miles from Plano, TX)
- 3 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...
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plano, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plano, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- 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 »