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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (12 miles from Richardson, TX)
- 30+ days ago
- Dallas, TX (12 miles from Richardson, TX)
- 30+ 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...
Personal Banker - Retail (Dallas, TX, US, 75001)
- Dallas, TX (12 miles from Richardson, TX)
- 19 hours ago
- Dallas, TX (12 miles from Richardson, TX)
- 19 hours ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
- Rockwall, TX (19 miles from Richardson, TX)
- 1 day ago
- Rockwall, TX (19 miles from Richardson, TX)
- 1 day ago
As a Personal Banker within PNC's Rockwall North Branch, you will be based in Rockwall, TX....
- Frisco, TX (16 miles from Richardson, TX)
- 1 day ago
- Frisco, TX (16 miles from Richardson, TX)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Plano, TX (6 miles from Richardson, TX)
- 1 day ago
- Plano, TX (6 miles from Richardson, TX)
- 1 day ago
Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business plan/strategic plan and...
Private Client Banker II - SB - Flower Mound - Flower Mound TX
- Flower Mound, TX (22 miles from Richardson, TX)
- 1 day ago
- Flower Mound, TX (22 miles from Richardson, TX)
- 1 day ago
JobID: 210624442 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-09T15:22:42+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
- Lewisville, TX (22 miles from Richardson, TX)
- 2 days ago
- Lewisville, TX (22 miles from Richardson, 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 new and existing customer...
Senior Client Relationship Manager
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
Only qualified Senior Client Relationship Manager candidates located near Dallas, TX to be considered due to the position requiring an onsite presence. *** Required Experience, Skills & Abilities:...
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
- Plano, TX (6 miles from Richardson, TX)
- 2 days ago
- Plano, TX (6 miles from Richardson, TX)
- 2 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...
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Dallas, TX (12 miles from Richardson, TX)
- 3 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 3 days ago
At Integrity Wealth, we believe all clients deserve a personalized financial plan to help them live their best life, by choice. Insurance and investment strategies work together, creating an...
Remote WorkAssociate Personal Banker (SAFE) Preston Center
- Dallas, TX (12 miles from Richardson, TX)
- 3 days ago
- Dallas, TX (12 miles from Richardson, 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....
- Southlake, TX (23 miles from Richardson, TX)
- 3 days ago
- Southlake, TX (23 miles from Richardson, TX)
- 3 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - DNT and Frontier - Prosper, TX
- Prosper, TX (20 miles from Richardson, TX)
- 3 days ago
- Prosper, TX (20 miles from Richardson, TX)
- 3 days ago
JobID: 210638483 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-07T18:25:09+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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