Personal Banker Jobs in Rockwall, 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.
Investment Counselor (Financial Advisor Alternative)
- Plano, TX (22 miles from Rockwall, TX)
- 5 hours ago
- Plano, TX (22 miles from Rockwall, TX)
- 5 hours ago
Overview 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...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- McKinney, TX (23 miles from Rockwall, TX)
- 10 hours ago
- McKinney, TX (23 miles from Rockwall, TX)
- 10 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- McKinney, TX (23 miles from Rockwall, TX)
- 2 days ago
- McKinney, TX (23 miles from Rockwall, TX)
- 2 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....
Senior Private Client Relationship Manager
- Plano, TX (22 miles from Rockwall, TX)
- 2 days ago
- Plano, TX (22 miles from Rockwall, TX)
- 2 days ago
Location: On site in Dallas, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices...
Private Client Banker II-SB - Preston Forest - Dallas, TX
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days 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...
- Quinlan, TX (19 miles from Rockwall, TX)
- 3 days ago
- Quinlan, TX (19 miles from Rockwall, TX)
- 3 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...
Sr. Client Service Consultant, PC
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
- McKinney, TX (23 miles from Rockwall, TX)
- 3 days ago
- McKinney, TX (23 miles from Rockwall, 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....
Financial Advisor (CPA preferred)
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
Job Title Financial Advisor (CPA preferred) Job Description Summary Candidate to join a USA based Financial Advisory and Consulting team that specializes in corporate real estate transaction...
- Sachse, TX (11 miles from Rockwall, TX)
- 5 days ago
- Sachse, TX (11 miles from Rockwall, TX)
- 5 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...
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (22 miles from Rockwall, TX)
- 6 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 6 days ago
JobID: 210639079 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T21:16:46+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Financial Advisor II-Heart Hospital, Dallas
- Dallas, TX (22 miles from Rockwall, TX)
- 6 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 6 days ago
JOB SUMMARY The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). WORK MODEL...
- Dallas, TX (22 miles from Rockwall, TX)
- 14 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 14 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...
- Plano, TX (22 miles from Rockwall, TX)
- 16 days ago
- Plano, TX (22 miles from Rockwall, TX)
- 16 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
- Quinlan, TX (19 miles from Rockwall, TX)
- 17 days ago
- Quinlan, TX (19 miles from Rockwall, TX)
- 17 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 Rockwall, TX
Moving to Rockwall, TX? Find some basic demographic data about Rockwall, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rockwall, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rockwall, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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