Personal Banker Jobs in Richardson, 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.
Personal Banker (Full Time) - East Plano
- Plano, TX (6 miles from Richardson, TX)
- 6 hours ago
- Plano, TX (6 miles from Richardson, TX)
- 6 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...
Financial Advisor Development Program
- Dallas, TX (12 miles from Richardson, TX)
- 7 hours ago
- Dallas, TX (12 miles from Richardson, TX)
- 7 hours ago
Rotates through job functions and teams. Develops practical Financial Advisor skills under the direct supervision of a CFP professional. Builds ongoing relationships and provides portfolio...
- Frisco, TX (16 miles from Richardson, TX)
- 20 hours ago
- Frisco, TX (16 miles from Richardson, TX)
- 20 hours ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
- Grand Prairie, TX (19 miles from Richardson, TX)
- 21 hours ago
- Grand Prairie, TX (19 miles from Richardson, TX)
- 21 hours ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Associate Personal Banker - Preston & Main
- Frisco, TX (16 miles from Richardson, TX)
- 21 hours ago
- Frisco, TX (16 miles from Richardson, TX)
- 21 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....
Investment Counselor (Financial Advisor Alternative)
- Dallas, TX (12 miles from Richardson, TX)
- 1 day ago
- Dallas, TX (12 miles from Richardson, TX)
- 1 day 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...
Remote WorkPrivate Client Banker II - SB - Denton Tap & 121 - Coppell TX
- Coppell, TX (14 miles from Richardson, TX)
- 1 day ago
- Coppell, TX (14 miles from Richardson, TX)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (12 miles from Richardson, TX)
- 1 day ago
- Dallas, TX (12 miles from Richardson, 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...
- Garland, TX (7 miles from Richardson, TX)
- 1 day ago
- Garland, TX (7 miles from Richardson, TX)
- 1 day ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Private Client Banker - Coit and McKinney - McKinney, TX
- McKinney, TX (16 miles from Richardson, TX)
- 1 day ago
- McKinney, TX (16 miles from Richardson, TX)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - DNT and Frontier - Prosper, TX
- Prosper, TX (20 miles from Richardson, TX)
- 1 day ago
- Prosper, TX (20 miles from Richardson, TX)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Irving, TX (16 miles from Richardson, TX)
- 2 days ago
- Irving, TX (16 miles from Richardson, TX)
- 2 days ago
ESSENTIAL DUTIES AND RESPONSIBILITIES Train/support all assigned lenders. Provide daily support to assigned existing lenders....
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Roving Associate Personal Banker - Irving Dallas District
- Farmers Branch, TX (9 miles from Richardson, TX)
- 3 days ago
- Farmers Branch, TX (9 miles from Richardson, TX)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Demographic Data for Richardson, TX
Moving to Richardson, TX? Find some basic demographic data about Richardson, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richardson, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richardson, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »