Personal Banker Jobs in Princeton, 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.
- McKinney, TX (6 miles from Princeton, TX)
- 5 hours ago
- McKinney, TX (6 miles from Princeton, TX)
- 5 hours ago
Personal Banker (Full Time) - McKinney Redbud Full Time CSR - Banking Center McKinney Redbud, McKinney, TX, US 5 days ago Requisition ID: 8927 External Applicants: Please through Prosperity Bank's at...
- Plano, TX (15 miles from Princeton, TX)
- 5 hours ago
- Plano, TX (15 miles from Princeton, TX)
- 5 hours ago
We are looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Dallas, TX JOB FUNCTION / SUMMARY:...
- Plano, TX (15 miles from Princeton, TX)
- 5 hours ago
- Plano, TX (15 miles from Princeton, TX)
- 5 hours ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (15 miles from Princeton, TX)
- 7 hours ago
- Plano, TX (15 miles from Princeton, TX)
- 7 hours 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...
Private Client Banker - West Parker and Independence - Plano, TX
- Plano, TX (15 miles from Princeton, TX)
- 1 day ago
- Plano, TX (15 miles from Princeton, TX)
- 1 day 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...
- Plano, TX (15 miles from Princeton, TX)
- 2 days ago
- Plano, TX (15 miles from Princeton, TX)
- 2 days 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 (15 miles from Princeton, TX)
- 2 days ago
- Plano, TX (15 miles from Princeton, 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) McKinney Towne Crossing
- McKinney, TX (6 miles from Princeton, TX)
- 2 days ago
- McKinney, TX (6 miles from Princeton, 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- McKinney
- McKinney, TX (6 miles from Princeton, TX)
- 4 days ago
- McKinney, TX (6 miles from Princeton, TX)
- 4 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 (Full Time) - McKinney Redbud
- McKinney, TX (6 miles from Princeton, TX)
- 6 days ago
- McKinney, TX (6 miles from Princeton, TX)
- 6 days ago
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 (23 miles from Princeton, TX)
- 8 days ago
- Addison, TX (23 miles from Princeton, TX)
- 8 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 (20 miles from Princeton, TX)
- 9 days ago
- Frisco, TX (20 miles from Princeton, TX)
- 9 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 (20 miles from Princeton, TX)
- 10 days ago
- Frisco, TX (20 miles from Princeton, TX)
- 10 days ago
Banker job family....
- Celina, TX (19 miles from Princeton, TX)
- 11 days ago
- Celina, TX (19 miles from Princeton, TX)
- 11 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 (15 miles from Princeton, TX)
- 17 days ago
- Plano, TX (15 miles from Princeton, TX)
- 17 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...
Demographic Data for Princeton, TX
Moving to Princeton, TX? Find some basic demographic data about Princeton, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Princeton, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Princeton, 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
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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