Personal Banker Jobs in Frisco, 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.
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (19 miles from Frisco, TX)
- 11 hours ago
- Flower Mound, TX (19 miles from Frisco, TX)
- 11 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....
Financial Advisor - Allen/Frisco/McKinney/Plano/Westlake
- McKinney, TX (14 miles from Frisco, TX)
- 1 day ago
- McKinney, TX (14 miles from Frisco, TX)
- 1 day 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...
Bilingual Associate Personal Banker Bilingual Spanish Preston & Parker
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Plano, TX (11 miles from Frisco, TX)
- 1 day 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 - Cross Timbers & Bruton Orand - Flower Mound - TX
- Flower Mound, TX (19 miles from Frisco, TX)
- 2 days ago
- Flower Mound, TX (19 miles from Frisco, TX)
- 2 days ago
JobID: 210581729 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-10T15:39:26+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Wylie, TX (20 miles from Frisco, TX)
- 2 days ago
- Wylie, TX (20 miles from Frisco, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Baylor Scott and White Medical Center Frisco at PGA Parkway Join us in an extraordinary opportunity to be at the forefront of our new hospital in Frisco, Texas. As we gear up to open our doors in...
- Addison, TX (15 miles from Frisco, TX)
- 5 days ago
- Addison, TX (15 miles from Frisco, TX)
- 5 days 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....
Private Client Banker - West Park and Preston - Plano, TX Bilingual (English & Chinese Required)
- Plano, TX (11 miles from Frisco, TX)
- 6 days ago
- Plano, TX (11 miles from Frisco, TX)
- 6 days ago
JobID: 210604302 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-06T14:52:24+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Associate Personal Banker City Line Shopping Center
- Richardson, TX (16 miles from Frisco, TX)
- 7 days ago
- Richardson, TX (16 miles from Frisco, TX)
- 7 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....
- Plano, TX (14 miles from Frisco, TX)
- 9 days ago
- Plano, TX (14 miles from Frisco, TX)
- 9 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....
Private Client Banker- Richardson - TX
- Richardson, TX (16 miles from Frisco, TX)
- 10 days ago
- Richardson, TX (16 miles from Frisco, TX)
- 10 days 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...
Client Relationship Manager Location US-PA-Yardley ID 2025-7224 Category Branch Office Support Position Type Regular | Full Time Work Type Onsite Why Stifel Stifel strives for a culture that puts...
Senior Private Client Relationship Manager
- Plano, TX (11 miles from Frisco, TX)
- 17 days ago
- Plano, TX (11 miles from Frisco, TX)
- 17 days ago
Location: On site in Dallas, TX Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices...
- Plano, TX (11 miles from Frisco, TX)
- 20 days ago
- Plano, TX (11 miles from Frisco, TX)
- 20 days ago
At FNBO, our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success. Our...
- Addison, TX (15 miles from Frisco, TX)
- 23 days ago
- Addison, TX (15 miles from Frisco, TX)
- 23 days ago
Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance,...
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Frisco, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Frisco, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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