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.
Financial Advisor - Career Change Opportunity
- Breckenridge, TX
- 2 days ago
- Breckenridge, TX
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX
- 30+ days ago
- Dallas, TX
- 30+ days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
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...
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 Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Associate Personal Banker -Bilingual Western Hills
- Fort Worth, TX
- 6 hours ago
- Fort Worth, TX
- 6 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....
As a Personal Banker within PNC's Rockwall North Branch, you will be based in Rockwall, TX....
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....
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Personal Banker experience preferred. Previous banking experience preferred. Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business plan/strategic plan and...
JobID: 210628108 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-09T15:21:16+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker II Bonds Ranch, Fort Worth - TX
- Fort Worth, TX
- 20 hours ago
- Fort Worth, TX
- 20 hours 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...
JobID: 210645233 Category: Senior Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T14:21:53+00:00 JobShift: : You have a passion for taking care of our customers and employees...
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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