Personal Banker Jobs in Grapevine, 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.
- Dallas, TX (18 miles from Grapevine, TX)
- 8 days ago
- Dallas, TX (18 miles from Grapevine, 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...
Personal Banker II Associate DeNovo (Westlake)
- Westlake, TX (10 miles from Grapevine, TX)
- 4 hours ago
- Westlake, TX (10 miles from Grapevine, TX)
- 4 hours ago
Banker job family....
- Dallas, TX (18 miles from Grapevine, TX)
- 7 hours ago
- Dallas, TX (18 miles from Grapevine, TX)
- 7 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Roving North Dallas Suburban
- Carrollton, TX (10 miles from Grapevine, TX)
- 8 hours ago
- Carrollton, TX (10 miles from Grapevine, TX)
- 8 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....
Member Experience Specialist II (Personal Banker II)
- Lewisville, TX (7 miles from Grapevine, TX)
- 8 hours ago
- Lewisville, TX (7 miles from Grapevine, TX)
- 8 hours ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
- Coppell, TX (5 miles from Grapevine, TX)
- 19 hours ago
- Coppell, TX (5 miles from Grapevine, TX)
- 19 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker - Bilingual North Tarrant & Beach
- Keller, TX (10 miles from Grapevine, TX)
- 20 hours ago
- Keller, TX (10 miles from Grapevine, TX)
- 20 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....
Personal Banker Bilingual Hebron Crossing
- Carrollton, TX (10 miles from Grapevine, TX)
- 20 hours ago
- Carrollton, TX (10 miles from Grapevine, TX)
- 20 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....
Associate Personal Banker- East Berry Bilingual
- Fort Worth, TX (20 miles from Grapevine, TX)
- 20 hours ago
- Fort Worth, TX (20 miles from Grapevine, TX)
- 20 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 Assistant - Investment Services
- Fort Worth, TX (20 miles from Grapevine, TX)
- 1 day ago
- Fort Worth, TX (20 miles from Grapevine, TX)
- 1 day ago
Its about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then...
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (7 miles from Grapevine, TX)
- 1 day ago
- Flower Mound, TX (7 miles from Grapevine, 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....
- North Richland Hills, TX (14 miles from Grapevine, TX)
- 2 days ago
- North Richland Hills, TX (14 miles from Grapevine, TX)
- 2 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...
Financial Advisor - Allen/Frisco/McKinney/Plano/Westlake
- Plano, TX (21 miles from Grapevine, TX)
- 2 days ago
- Plano, TX (21 miles from Grapevine, 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...
Financial Advisor - Dallas/Tyler
- Dallas, TX (18 miles from Grapevine, TX)
- 2 days ago
- Dallas, TX (18 miles from Grapevine, 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...
Associate Personal Banker- Bilingual -Lake Worth West
- Lake Worth, TX (24 miles from Grapevine, TX)
- 2 days ago
- Lake Worth, TX (24 miles from Grapevine, 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....
Demographic Data for Grapevine, TX
Moving to Grapevine, TX? Find some basic demographic data about Grapevine, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Grapevine, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Grapevine, 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
- 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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