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.
- Fort Worth, TX (20 miles from Westlake, TX)
- 7 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 7 hours ago
A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Argyle, TX (7 miles from Westlake, TX)
- 9 hours ago
- Argyle, TX (7 miles from Westlake, TX)
- 9 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Associate Personal Banker (SAFE) Roving North Dallas Suburban
- Carrollton, TX (19 miles from Westlake, TX)
- 11 hours ago
- Carrollton, TX (19 miles from Westlake, TX)
- 11 hours ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Denton, TX (14 miles from Westlake, TX)
- 18 hours ago
- Denton, TX (14 miles from Westlake, TX)
- 18 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...
Associate Personal Banker (SAFE) - Preston & Main
- Frisco, TX (24 miles from Westlake, TX)
- 18 hours ago
- Frisco, TX (24 miles from Westlake, TX)
- 18 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)
- 1 day ago
- Coppell, TX (13 miles from Westlake, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker- Hurst & Precinct
- Hurst, TX (14 miles from Westlake, TX)
- 1 day ago
- Hurst, TX (14 miles from Westlake, TX)
- 1 day 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 - Certification Provided
- Carrollton, TX (19 miles from Westlake, TX)
- 2 days ago
- Carrollton, TX (19 miles from Westlake, TX)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Teasley and Hickory Creek - Denton, TX
- Denton, TX (14 miles from Westlake, TX)
- 2 days ago
- Denton, TX (14 miles from Westlake, TX)
- 2 days ago
Short Description As a Private Client Banker, you are the point of contact for a select group of Chases clients as well as customers in the Branch. Posting Description You have a passion for...
Bilingual Associate Personal Banker- Saginaw
- Saginaw, TX (11 miles from Westlake, TX)
- 2 days ago
- Saginaw, TX (11 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....
- Fort Worth, TX (20 miles from Westlake, TX)
- 3 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE) 635 & Midway
- Farmers Branch, TX (19 miles from Westlake, TX)
- 4 days ago
- Farmers Branch, TX (19 miles from Westlake, 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....
Associate Personal Banker (SAFE) - Bilingual Spanish Required Preston & Main
- Frisco, TX (24 miles from Westlake, TX)
- 4 days ago
- Frisco, TX (24 miles from Westlake, 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....
Lead Retirement / Financial Advisor
- Southlake, TX (5 miles from Westlake, TX)
- 5 days ago
- Southlake, TX (5 miles from Westlake, TX)
- 5 days ago
Kforce has a client seeking a Lead Retirement/Financial Advisor to join their corporate office. Responsibilities will include: Close warm leads through discovery and planning process Lead...
- Carrollton, TX (19 miles from Westlake, TX)
- 5 days ago
- Carrollton, TX (19 miles from Westlake, TX)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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