Personal Banker Jobs in Coppell, 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.
Financial Advisor - Career Change Opportunity
- Rowlett, TX (24 miles from Coppell, TX)
- 2 days ago
- Rowlett, TX (24 miles from Coppell, TX)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-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 (15 miles from Coppell, TX)
- 13 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 13 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...
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (9 miles from Coppell, TX)
- 10 hours ago
- Flower Mound, TX (9 miles from Coppell, TX)
- 10 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....
- Dallas, TX (15 miles from Coppell, TX)
- 21 hours ago
- Dallas, TX (15 miles from Coppell, TX)
- 21 hours 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...
/19300/f07371e6-c1d3-4ee2-beed-850b296ffa0e.png&z=8&s=BNK&ih_t=5%2F8%2F2025+6%3A33%3A53+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Fort Worth, TX (24 miles from Coppell, TX)
- 1 day ago
- Fort Worth, TX (24 miles from Coppell, 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....
- Dallas, TX (15 miles from Coppell, TX)
- 1 day ago
- Dallas, TX (15 miles from Coppell, TX)
- 1 day ago
Req ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes...
- Dallas, TX (15 miles from Coppell, TX)
- 1 day ago
- Dallas, TX (15 miles from Coppell, TX)
- 1 day ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
- Arlington, TX (24 miles from Coppell, TX)
- 1 day ago
- Arlington, TX (24 miles from Coppell, TX)
- 1 day 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....
- Dallas, TX (15 miles from Coppell, TX)
- 1 day ago
- Dallas, TX (15 miles from Coppell, 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...
- Arlington, TX (22 miles from Coppell, TX)
- 1 day ago
- Arlington, TX (22 miles from Coppell, TX)
- 1 day 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....
Private Client Banker - Allen / McKinney Market - Allen, TX
- Allen, TX (23 miles from Coppell, TX)
- 2 days ago
- Allen, TX (23 miles from Coppell, TX)
- 2 days ago
JobID: 210615344 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-05T14:24:51+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (15 miles from Coppell, TX)
- 2 days ago
- Dallas, TX (15 miles from Coppell, TX)
- 2 days ago
Are you a financial expert with a passion for healthcare? This hybrid role offers the opportunity to work 2 days a week in-office at our new downtown Dallas Administrative Building, with the...
Remote Work- Carrollton, TX (5 miles from Coppell, TX)
- 2 days ago
- Carrollton, TX (5 miles from Coppell, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Sachse, TX (23 miles from Coppell, TX)
- 2 days ago
- Sachse, TX (23 miles from Coppell, 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....
Investment Counselor (Financial Advisor Alternative)
- Garland, TX (21 miles from Coppell, TX)
- 3 days ago
- Garland, TX (21 miles from Coppell, 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...
Demographic Data for Coppell, TX
Moving to Coppell, TX? Find some basic demographic data about Coppell, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Coppell, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Coppell, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »