Personal Banker Jobs in Royse City, 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.
- Quinlan, TX (12 miles from Royse City, TX)
- 6 hours ago
- Quinlan, TX (12 miles from Royse City, TX)
- 6 hours 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...
Investment Counselor (Financial Advisor Alternative)
- Forney, TX (16 miles from Royse City, TX)
- 15 hours ago
- Forney, TX (16 miles from Royse City, TX)
- 15 hours 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...
Associate Personal Banker (SAFE) - Mesquite Main
- Mesquite, TX (21 miles from Royse City, TX)
- 2 days ago
- Mesquite, TX (21 miles from Royse City, TX)
- 2 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....
- Farmersville, TX (16 miles from Royse City, TX)
- 3 days ago
- Farmersville, TX (16 miles from Royse City, 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...
- Garland, TX (18 miles from Royse City, TX)
- 3 days ago
- Garland, TX (18 miles from Royse City, TX)
- 3 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...
Associate Personal Banker (SAFE) Saturn & Marketplace
- Garland, TX (18 miles from Royse City, TX)
- 4 days ago
- Garland, TX (18 miles from Royse City, TX)
- 4 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....
- Mesquite, TX (21 miles from Royse City, TX)
- 4 days ago
- Mesquite, TX (21 miles from Royse City, TX)
- 4 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Mesquite, TX (21 miles from Royse City, TX)
- 7 days ago
- Mesquite, TX (21 miles from Royse City, TX)
- 7 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...
- Sachse, TX (16 miles from Royse City, TX)
- 10 days ago
- Sachse, TX (16 miles from Royse City, TX)
- 10 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....
- Garland, TX (18 miles from Royse City, TX)
- 15 days ago
- Garland, TX (18 miles from Royse City, TX)
- 15 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....
- McKinney, TX (23 miles from Royse City, TX)
- 15 days ago
- McKinney, TX (23 miles from Royse City, TX)
- 15 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....
Personal Banker (Full Time) - Balch Springs
- Balch Springs, TX (23 miles from Royse City, TX)
- 21 days ago
- Balch Springs, TX (23 miles from Royse City, TX)
- 21 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- McKinney, TX (23 miles from Royse City, TX)
- 21 days ago
- McKinney, TX (23 miles from Royse City, TX)
- 21 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- McKinney, TX (23 miles from Royse City, TX)
- 25 days ago
- McKinney, TX (23 miles from Royse City, TX)
- 25 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Garland, TX (18 miles from Royse City, TX)
- 30+ days ago
- Garland, TX (18 miles from Royse City, TX)
- 30+ days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Royse City, TX
Moving to Royse City, TX? Find some basic demographic data about Royse City, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Royse City, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Royse City, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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