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.
Financial Advisor - Career Change Opportunity
- Rowlett, TX (8 miles from Rockwall, TX)
- 2 hours ago
- Rowlett, TX (8 miles from Rockwall, TX)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 13-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (22 miles from Rockwall, TX)
- 30+ days ago
- Dallas, TX (22 miles from Rockwall, 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 (Full Time) - Trinity Mills
- Dallas, TX (22 miles from Rockwall, TX)
- 1 day ago
- Dallas, TX (22 miles from Rockwall, TX)
- 1 day ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Personal Banker - Retail (Dallas, TX, US, 75001)
- Dallas, TX (22 miles from Rockwall, TX)
- 2 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
As a Personal Banker within PNC's Rockwall North Branch, you will be based in Rockwall, TX....
- Plano, TX (22 miles from Rockwall, TX)
- 3 days ago
- Plano, TX (22 miles from Rockwall, TX)
- 3 days 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...
Investment Counselor (Financial Advisor Alternative)
- Balch Springs, TX (15 miles from Rockwall, TX)
- 3 days ago
- Balch Springs, TX (15 miles from Rockwall, TX)
- 3 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...
Senior Client Relationship Manager
- Dallas, TX (22 miles from Rockwall, TX)
- 3 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 3 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 (22 miles from Rockwall, TX)
- 3 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 3 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 (22 miles from Rockwall, TX)
- 4 days ago
- Plano, TX (22 miles from Rockwall, TX)
- 4 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 (22 miles from Rockwall, TX)
- 4 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 4 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Forney, TX (9 miles from Rockwall, TX)
- 4 days ago
- Forney, TX (9 miles from Rockwall, TX)
- 4 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...
- Dallas, TX (22 miles from Rockwall, TX)
- 4 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 4 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 (22 miles from Rockwall, TX)
- 5 days ago
- Dallas, TX (22 miles from Rockwall, TX)
- 5 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....
Private Client Banker II - SB - Parker and Tollway - Plano TX
- Plano, TX (22 miles from Rockwall, TX)
- 5 days ago
- Plano, TX (22 miles from Rockwall, TX)
- 5 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...
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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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