Personal Banker Jobs in Red Oak, 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/Planner - Wealth Management
- Dallas, TX (18 miles from Red Oak, TX)
- 1 day ago
- Dallas, TX (18 miles from Red Oak, TX)
- 1 day ago
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals....
- Lancaster, TX (7 miles from Red Oak, TX)
- 2 days ago
- Lancaster, TX (7 miles from Red Oak, TX)
- 2 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
Personal Banker/Member Services Representative III
- Mesquite, TX (19 miles from Red Oak, TX)
- 2 days ago
- Mesquite, TX (19 miles from Red Oak, TX)
- 2 days ago
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
- Irving, TX (21 miles from Red Oak, TX)
- 5 days ago
- Irving, TX (21 miles from Red Oak, 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...
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Private Client Banker - Hillside Dallas - Dallas, TX
- Dallas, TX (18 miles from Red Oak, TX)
- 6 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 6 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...
- Dallas, TX (18 miles from Red Oak, TX)
- 6 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 6 days ago
At the heart of our company is our people. People from many different backgrounds with different vantage points, opinions, and experiences. We strive to continually lead with our IMPACT values and...
Associate Personal Banker (SAFE) North Dallas Suburban District
- Dallas, TX (18 miles from Red Oak, TX)
- 9 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 9 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 Roving Personal Banker (SAFE) Central & South Dallas District
- Midlothian, TX (11 miles from Red Oak, TX)
- 10 days ago
- Midlothian, TX (11 miles from Red Oak, TX)
- 10 days ago
Associate Roving Personal Banker (SAFE) Central & South Dallas District 3.6 3.6 out of 5 stars 1177 N 9TH ST, Midlothian, TX 76065 Why Wells Fargo: Are you looking for more? Find it here....
- Dallas, TX (18 miles from Red Oak, TX)
- 10 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 10 days ago
Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
- Lancaster, TX (7 miles from Red Oak, TX)
- 11 days ago
- Lancaster, TX (7 miles from Red Oak, TX)
- 11 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Arlington, TX (21 miles from Red Oak, TX)
- 11 days ago
- Arlington, TX (21 miles from Red Oak, TX)
- 11 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....
Bilingual Spanish Personal Banker
- Dallas, TX (18 miles from Red Oak, TX)
- 12 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 12 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Dallas, TX at the Bachman Lake branch. Bilingual in Spanish required....
Healthcare Provider IT Client Relationship Manager Associate Director
- Dallas, TX (18 miles from Red Oak, TX)
- 13 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 13 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...
Private Client Banker - Lovers and Inwood - Dallas, TX
- Dallas, TX (18 miles from Red Oak, TX)
- 14 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 14 days ago
JobID: 210626276 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-06T13:14:28+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (18 miles from Red Oak, TX)
- 16 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 16 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 Red Oak, TX
Moving to Red Oak, TX? Find some basic demographic data about Red Oak, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Red Oak, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Red Oak, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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