Personal Banker Jobs in Southlake, 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 (23 miles from Southlake, TX)
- 24 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 24 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...
- Irving, TX (15 miles from Southlake, TX)
- 8 hours ago
- Irving, TX (15 miles from Southlake, TX)
- 8 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
2026 January Financial Advisor Development Program - Dallas
- Dallas, TX (23 miles from Southlake, TX)
- 10 hours ago
- Dallas, TX (23 miles from Southlake, TX)
- 10 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Private Client Banker II - SB -Southlake Blvd And Randol Mill - Southlake - TX
- Southlake, TX
- 10 hours ago
- Southlake, TX
- 10 hours ago
JobID: 210628087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-01T19:59:45+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Fort Worth, TX (16 miles from Southlake, TX)
- 1 day ago
- Fort Worth, TX (16 miles from Southlake, TX)
- 1 day ago
Req ID: 76611 Location: Fort Worth -FTWT Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fort Worth, TX (18 miles from Southlake, TX)
- 1 day ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
- Dallas, TX (23 miles from Southlake, TX)
- 1 day ago
- Dallas, TX (23 miles from Southlake, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker Preston and Frankford
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, 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....
Associate Personal Banker (SAFE)- Keller
- Keller, TX (5 miles from Southlake, TX)
- 2 days ago
- Keller, TX (5 miles from Southlake, 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....
Investment Counselor (Financial Advisor Alternative)
- Fort Worth, TX (18 miles from Southlake, TX)
- 3 days ago
- Fort Worth, TX (18 miles from Southlake, 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...
Private Client Banker II-SB - Preston Forest - Dallas, TX
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
- Dallas, TX (23 miles from Southlake, 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...
Sr. Client Service Consultant, PC
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 6 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...
Financial Advisor (CPA preferred)
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 6 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...
Personal Banker Bilingual Lewisville
- Lewisville, TX (5 miles from Southlake, TX)
- 7 days ago
- Lewisville, TX (5 miles from Southlake, 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....
Demographic Data for Southlake, TX
Moving to Southlake, TX? Find some basic demographic data about Southlake, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southlake, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southlake, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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