Personal Banker Jobs in Garland, 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 (3 miles from Garland, TX)
- 1 day ago
- Rowlett, TX (3 miles from Garland, TX)
- 1 day ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Dallas, TX (14 miles from Garland, TX)
- 8 days ago
- Dallas, TX (14 miles from Garland, TX)
- 8 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Coppell, TX (21 miles from Garland, TX)
- 5 hours ago
- Coppell, TX (21 miles from Garland, TX)
- 5 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Bilingual Hebron Crossing
- Carrollton, TX (15 miles from Garland, TX)
- 5 hours ago
- Carrollton, TX (15 miles from Garland, TX)
- 5 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 Branch Intern
- Allen, TX (10 miles from Garland, TX)
- 7 hours ago
- Allen, TX (10 miles from Garland, TX)
- 7 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
Personal Banker Roving North Dallas Suburban
- Coppell, TX (21 miles from Garland, TX)
- 16 hours ago
- Coppell, TX (21 miles from Garland, TX)
- 16 hours ago
About this role: Wells Fargo is seeking an Associate Roving 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 (17 miles from Garland, TX)
- 1 day ago
- McKinney, TX (17 miles from Garland, 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...
Financial Advisor - Dallas/Tyler
- Dallas, TX (14 miles from Garland, TX)
- 2 days ago
- Dallas, TX (14 miles from Garland, TX)
- 2 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...
Bilingual Associate Personal Banker Bilingual Spanish Preston & Parker
- Plano, TX (10 miles from Garland, TX)
- 2 days ago
- Plano, TX (10 miles from Garland, 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....
Associate Personal Banker - Coit and 635
- Dallas, TX (14 miles from Garland, TX)
- 3 days ago
- Dallas, TX (14 miles from Garland, TX)
- 3 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....
Associate Personal Banker - Bilingual Spanish Lovers Lane
- Dallas, TX (14 miles from Garland, TX)
- 3 days ago
- Dallas, TX (14 miles from Garland, TX)
- 3 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....
- Frisco, TX (21 miles from Garland, TX)
- 4 days ago
- Frisco, TX (21 miles from Garland, TX)
- 4 days ago
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 (12 miles from Garland, TX)
- 6 days ago
- Addison, TX (12 miles from Garland, TX)
- 6 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....
- Dallas, TX (14 miles from Garland, TX)
- 6 days ago
- Dallas, TX (14 miles from Garland, TX)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - West Park and Preston - Plano, TX Bilingual (English & Chinese Required)
- Plano, TX (10 miles from Garland, TX)
- 6 days ago
- Plano, TX (10 miles from Garland, 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...
Demographic Data for Garland, TX
Moving to Garland, TX? Find some basic demographic data about Garland, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Garland, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Garland, 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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