Personal Banker Jobs in Seagoville, 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 (19 miles from Seagoville, TX)
- 30+ days ago
- Dallas, TX (19 miles from Seagoville, 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...
Associate Personal Banker (SAFE)- Bilingual (Spanish) Red Oak
- Red Oak, TX (15 miles from Seagoville, TX)
- 4 hours ago
- Red Oak, TX (15 miles from Seagoville, TX)
- 4 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....
- Dallas, TX (19 miles from Seagoville, TX)
- 13 hours ago
- Dallas, TX (19 miles from Seagoville, TX)
- 13 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...
Financial Advisor (Dallas, TX, US, 75001)
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
Req ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes...
Personal Banker I - Retail (Dallas, TX, US, 75001)
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker I (Dallas, TX, US, 75001)
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
- Dallas, TX (19 miles from Seagoville, TX)
- 1 day ago
Req ID: 76737 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/25/2025 BOK Financial...
Personal Banker - Lemmon and Inwood
- Dallas, TX (19 miles from Seagoville, TX)
- 5 days ago
- Dallas, TX (19 miles from Seagoville, 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....
Patient Financial Advisor I - Clinic, Physical Medicine and Rehabilitation
- Dallas, TX (19 miles from Seagoville, TX)
- 5 days ago
- Dallas, TX (19 miles from Seagoville, TX)
- 5 days 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Forney, TX (11 miles from Seagoville, TX)
- 5 days ago
- Forney, TX (11 miles from Seagoville, TX)
- 5 days ago
Management team where you will manage your own roster of our high-net-worth clients....
2026 January Financial Advisor Development Program - Dallas
- Dallas, TX (19 miles from Seagoville, TX)
- 6 days ago
- Dallas, TX (19 miles from Seagoville, TX)
- 6 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Ennis, TX (18 miles from Seagoville, TX)
- 6 days ago
- Ennis, TX (18 miles from Seagoville, TX)
- 6 days ago
As a Personal Banker within PNC's Ennis Branch, you will be based in Ennis, TX....
- Garland, TX (23 miles from Seagoville, TX)
- 7 days ago
- Garland, TX (23 miles from Seagoville, TX)
- 7 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE) Bilingual Spanish Required Saturn & Marketplace
- Garland, TX (23 miles from Seagoville, TX)
- 7 days ago
- Garland, TX (23 miles from Seagoville, TX)
- 7 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....
Investment Counselor (Financial Advisor Alternative)
- Garland, TX (23 miles from Seagoville, TX)
- 7 days ago
- Garland, TX (23 miles from Seagoville, TX)
- 7 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...
- Dallas, TX (19 miles from Seagoville, TX)
- 7 days ago
- Dallas, TX (19 miles from Seagoville, TX)
- 7 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Seagoville, TX
Moving to Seagoville, TX? Find some basic demographic data about Seagoville, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Seagoville, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Seagoville, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- 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
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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