Personal Banker Jobs in Wht Settlemt, 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.
- Azle, TX (9 miles from Wht Settlemt, TX)
- 2 days ago
- Azle, TX (9 miles from Wht Settlemt, TX)
- 2 days 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...
Associate Personal Banker -Bilingual Western Hills
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 2 days ago
- Fort Worth, TX (12 miles from Wht Settlemt, 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....
Private Client Banker II Bonds Ranch, Fort Worth - TX
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 3 days ago
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 3 days ago
JobID: 210633369 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-09T15:47:15+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
US Experienced Financial Advisor
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 3 days ago
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 3 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Investment Counselor (Financial Advisor Alternative)
- Joshua, TX (22 miles from Wht Settlemt, TX)
- 4 days ago
- Joshua, TX (22 miles from Wht Settlemt, TX)
- 4 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...
- Southlake, TX (24 miles from Wht Settlemt, TX)
- 5 days ago
- Southlake, TX (24 miles from Wht Settlemt, TX)
- 5 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 9 days ago
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 9 days ago
Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: University Center Benefits: Medical, Prescription Drugs,...
Associate Personal Banker (SAFE) - Bilingual (Spanish) Broadway
- Haltom City, TX (12 miles from Wht Settlemt, TX)
- 9 days ago
- Haltom City, TX (12 miles from Wht Settlemt, TX)
- 9 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....
Private Client Banker II - SB -Southlake Blvd And Randol Mill - Southlake - TX
- Southlake, TX (24 miles from Wht Settlemt, TX)
- 11 days ago
- Southlake, TX (24 miles from Wht Settlemt, TX)
- 11 days 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...
- Azle, TX (9 miles from Wht Settlemt, TX)
- 13 days ago
- Azle, TX (9 miles from Wht Settlemt, TX)
- 13 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....
Associate Personal Banker- Hurst & Precinct
- Hurst, TX (20 miles from Wht Settlemt, TX)
- 30+ days ago
- Hurst, TX (20 miles from Wht Settlemt, TX)
- 30+ days ago
Associate Personal Banker- Hurst & Precinct 3.6 3.6 out of 5 stars 1440 Precinct Line Road, Hurst, TX 76053 Why Wells Fargo: Are you looking for more? Find it here....
Personal Banker Associate I (Westlake)
- Westlake, TX (23 miles from Wht Settlemt, TX)
- 30+ days ago
- Westlake, TX (23 miles from Wht Settlemt, TX)
- 30+ days ago
Banker job family....
Merrill Market Client Relationship Manager
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 30+ days ago
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Merrill Experienced Financial Advisor
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 45+ days ago
- Fort Worth, TX (12 miles from Wht Settlemt, TX)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Keller, TX (19 miles from Wht Settlemt, TX)
- 45+ days ago
- Keller, TX (19 miles from Wht Settlemt, TX)
- 45+ days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Wht Settlemt, TX
Moving to Wht Settlemt, TX? Find some basic demographic data about Wht Settlemt, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wht Settlemt, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wht Settlemt, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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