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.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Hurst, TX (14 miles from Westlake, TX)
- 13 hours ago
- Hurst, TX (14 miles from Westlake, TX)
- 13 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Financial Advisor - Career Change Opportunity
- Fort Worth, TX (20 miles from Westlake, TX)
- 14 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 14 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Fort Worth, TX (20 miles from Westlake, TX)
- 14 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 14 hours ago
Client Relationship Manager Smith Seckman Reid, Inc - 2.9 Fort Worth, TX Job Details Full-time Estimated: $86.3K - $115K a year 23 hours ago Benefits Health savings account Health insurance Dental...
Associate Personal Banker (SAFE) - Bilingual- Broadway
- Haltom City, TX (16 miles from Westlake, TX)
- 18 hours ago
- Haltom City, TX (16 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....
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (20 miles from Westlake, TX)
- 1 day ago
- Grand Prairie, TX (20 miles from Westlake, TX)
- 1 day 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...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX (7 miles from Westlake, TX)
- 1 day ago
- Bartonville, TX (7 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....
Associate Personal Banker- Bilingual- Fort Worth Medical Center
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
- Fort Worth, TX (20 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....
Associate Personal Banker- Colleyville
- Colleyville, TX (9 miles from Westlake, TX)
- 3 days ago
- Colleyville, TX (9 miles from Westlake, TX)
- 3 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....
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (22 miles from Westlake, TX)
- 6 days ago
- Addison, TX (22 miles from Westlake, TX)
- 6 days 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....
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
- Denton, TX (14 miles from Westlake, TX)
- 7 days ago
- Denton, TX (14 miles from Westlake, TX)
- 7 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/Member Services Representative III
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
Responsibilities** **This position is located in our Frisco Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY** Interviews...
Personal Banker II - Elliott Drive
- Frisco, TX (24 miles from Westlake, TX)
- 8 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 8 days ago
Banker job family....
Personal Banker Highland Village
- Highland Village, TX (9 miles from Westlake, TX)
- 8 days ago
- Highland Village, TX (9 miles from Westlake, TX)
- 8 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
- Denton, TX (14 miles from Westlake, TX)
- 9 days ago
- Denton, TX (14 miles from Westlake, TX)
- 9 days ago
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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