Personal Banker Jobs in Westlake, 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.
- Irving, TX (20 miles from Westlake, TX)
- 10 hours ago
- Irving, TX (20 miles from Westlake, TX)
- 10 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...
Wealth Management Client Relationship Manager
- Frisco, TX (24 miles from Westlake, TX)
- 11 hours ago
- Frisco, TX (24 miles from Westlake, TX)
- 11 hours ago
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with...
Associate Personal Banker Bilingual (Spanish)- East Berry
- Fort Worth, TX (20 miles from Westlake, TX)
- 12 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 12 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....
- Coppell, TX (13 miles from Westlake, TX)
- 23 hours ago
- Coppell, TX (13 miles from Westlake, TX)
- 23 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE)- North Richland Hills
- North Richland Hills, TX (14 miles from Westlake, TX)
- 2 days ago
- North Richland Hills, TX (14 miles from Westlake, 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....
Personal Banker (SAFE) Irving District
- Addison, TX (22 miles from Westlake, TX)
- 5 days ago
- Addison, TX (22 miles from Westlake, 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....
Financial Advisor Financial Advisor
- Carrollton, TX (19 miles from Westlake, TX)
- 6 days ago
- Carrollton, TX (19 miles from Westlake, TX)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Carrollton, TX Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Frisco, TX (24 miles from Westlake, TX)
- 6 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Coppell, TX (13 miles from Westlake, TX)
- 6 days ago
- Coppell, TX (13 miles from Westlake, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker II -Rufe Snow- Watauga - TX Private Client Banker II -Rufe Snow- Watauga - TX
- Watauga, TX (10 miles from Westlake, TX)
- 6 days ago
- Watauga, TX (10 miles from Westlake, TX)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Lewisville, TX (5 miles from Westlake, TX)
- 6 days ago
- Lewisville, TX (5 miles from Westlake, TX)
- 6 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 II - Southwest Dayton Region
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
Banker job family....
- N Richland Hills, TX (14 miles from Westlake, TX)
- 8 days ago
- N Richland Hills, TX (14 miles from Westlake, TX)
- 8 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...
- Arlington, TX (22 miles from Westlake, TX)
- 9 days ago
- Arlington, TX (22 miles from Westlake, TX)
- 9 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....
Private Client Banker-Southlake & Village Center- Southlake - TX
- Southlake, TX (5 miles from Westlake, TX)
- 9 days ago
- Southlake, TX (5 miles from Westlake, TX)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westlake, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westlake, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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