Personal Banker Jobs in Dallas, 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.
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (12 miles from Dallas, TX)
- 23 hours ago
- Addison, TX (12 miles from Dallas, TX)
- 23 hours ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
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 - Pleasant Run and Bluegrove - Lancaster, Tx.
- Lancaster, TX (11 miles from Dallas, TX)
- 1 day ago
- Lancaster, TX (11 miles from Dallas, TX)
- 1 day 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...
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, 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...
- Mesquite, TX (10 miles from Dallas, TX)
- 2 days ago
- Mesquite, TX (10 miles from Dallas, 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....
Limited origination of simple consumer lending products such as personal loans and credit cards....
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
- Desoto, TX (13 miles from Dallas, TX)
- 2 days ago
- Desoto, TX (13 miles from Dallas, TX)
- 2 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...
- Cedar Hill, TX (16 miles from Dallas, TX)
- 3 days ago
- Cedar Hill, TX (16 miles from Dallas, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Flower Mound, TX (24 miles from Dallas, TX)
- 3 days ago
- Flower Mound, TX (24 miles from Dallas, TX)
- 3 days ago
Description POINTBANK PERSONAL BANKER Promote, market, and facilitate the overall sale of products of the bank....
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....
Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed....
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dallas, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dallas, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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