Personal Banker Jobs in Burleson, 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.
- Arlington, TX (11 miles from Burleson, TX)
- 13 hours ago
- Arlington, TX (11 miles from Burleson, TX)
- 13 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker- UTA College Park
- Arlington, TX (11 miles from Burleson, TX)
- 13 hours ago
- Arlington, TX (11 miles from Burleson, TX)
- 13 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....
- Westworth Village, TX (17 miles from Burleson, TX)
- 1 day ago
- Westworth Village, TX (17 miles from Burleson, TX)
- 1 day ago
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...
- Fort Worth, TX (15 miles from Burleson, TX)
- 1 day ago
- Fort Worth, TX (15 miles from Burleson, TX)
- 1 day ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
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- Arlington, TX (11 miles from Burleson, TX)
- 2 days ago
- Arlington, TX (11 miles from Burleson, TX)
- 2 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....
- Arlington, TX (12 miles from Burleson, TX)
- 2 days ago
- Arlington, TX (12 miles from Burleson, TX)
- 2 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....
- Fort Worth, TX (13 miles from Burleson, TX)
- 3 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 3 days ago
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...
Investment Counselor (Financial Advisor Alternative)
- Arlington, TX (11 miles from Burleson, TX)
- 3 days ago
- Arlington, TX (11 miles from Burleson, TX)
- 3 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...
- Fort Worth, TX (13 miles from Burleson, TX)
- 13 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 13 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
- Fort Worth, TX (13 miles from Burleson, TX)
- 23 days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 23 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Merrill Market Client Relationship Manager
- Fort Worth, TX (13 miles from Burleson, TX)
- 30+ days ago
- Fort Worth, TX (13 miles from Burleson, 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....
Financial Advisor SkillBridge Internship
- Mansfield, TX (10 miles from Burleson, TX)
- 45+ days ago
- Mansfield, TX (10 miles from Burleson, TX)
- 45+ days ago
Financial Advisor SkillBridge Internship Category Financial Advisor --> Non-Corporate Job Location Nationwide Tracking Code Intern FY2025 Position Type Full-Time/Regular Financial Advisor...
- Fort Worth, TX (13 miles from Burleson, TX)
- 45+ days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 45+ days ago
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there....
Financial Advisor - Fort Worth
- Fort Worth, TX (13 miles from Burleson, TX)
- 45+ days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - PNCInvestment
- Fort Worth, TX (13 miles from Burleson, TX)
- 60+ days ago
- Fort Worth, TX (13 miles from Burleson, TX)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Demographic Data for Burleson, TX
Moving to Burleson, TX? Find some basic demographic data about Burleson, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burleson, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burleson, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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