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.
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
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...
Healthcare Provider IT Client Relationship Manager Associate Director
- Dallas, TX
- moments ago
- Dallas, TX
- moments 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fort Worth, TX
- moments ago
- Fort Worth, TX
- moments ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Mesquite, TX
- 2 hours ago
- Mesquite, TX
- 2 hours 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...
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....
Job Overview** This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Banker job family....
Personal Banker Classic Bank N A 102 North Houston Avenue, Cameron, TX 76520 Job Title: Personal Banker Date: April 2024 FLSA Status: Non-Exempt, Hourly Location: Various Locations Division: Operations...
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....
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Kingwood & West Lake Houston Pkwy
- Kingwood, TX
- 23 hours ago
- Kingwood, TX
- 23 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 - Lovers and Inwood - Dallas, TX
- Dallas, TX
- 23 hours ago
- Dallas, TX
- 23 hours ago
JobID: 210626276 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-06T13:14:28+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Personal Banker - Mineral Wells, TX First Convenience Bank United States, Texas, Mineral Wells Jun 06, 2025 Back Personal Banker #669-25599 Mineral Wells, Texas, United States Apply Apply for this job...
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....
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
- 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
- Treasury
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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