Personal Banker Jobs in Texas
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.
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX
- 8 hours ago
- Grand Prairie, TX
- 8 hours 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...
Private Client Banker - North Cooper Branch - Arlington, TX
- Arlington, TX
- 8 hours ago
- Arlington, TX
- 8 hours 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...
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....
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....
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....
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) McKinney Towne Crossing
- McKinney, TX
- 9 hours ago
- McKinney, TX
- 9 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....
Financial Advisor - Career Change Opportunity. Job in Sugar Land Gr8Jobs
- Sugar Land, TX
- 16 hours ago
- Sugar Land, TX
- 16 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Career Change Opportunity
- Atascocita, TX
- 16 hours ago
- Atascocita, TX
- 16 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Aid Role The Financial Aid Advisor creates and implements a customer-focused financial plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX
- 19 hours ago
- Bartonville, TX
- 19 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....
Bilingual Spanish -Personal Banker SW Military
- San Antonio, TX
- 19 hours ago
- San Antonio, TX
- 19 hours 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....
Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General...
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Texas
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Texas 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
- 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
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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