Personal Banker Jobs in Irving, 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 (23 miles from Irving, TX)
- 1 day ago
- Rowlett, TX (23 miles from Irving, 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 (8 miles from Irving, TX)
- 8 days ago
- Dallas, TX (8 miles from Irving, 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 (10 miles from Irving, TX)
- 2 hours ago
- Coppell, TX (10 miles from Irving, TX)
- 2 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 (19 miles from Irving, TX)
- 3 hours ago
- Keller, TX (19 miles from Irving, TX)
- 3 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....
/21695/6cb2cc1a-4b57-4b55-b5d1-f0ef531b333e.jpg&z=8&s=BNK&ih_t=3%2F14%2F2025+11%3A03%3A54+PM&utm_medium=internal%20referrer&utm_campaign=affiliate_lipman-hearne_ucsd_emba&utm_content=lipman-hearne&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Personal Banker Bilingual Hebron Crossing
- Carrollton, TX (10 miles from Irving, TX)
- 3 hours ago
- Carrollton, TX (10 miles from Irving, TX)
- 3 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 (22 miles from Irving, TX)
- 3 hours ago
- Fort Worth, TX (22 miles from Irving, TX)
- 3 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 (22 miles from Irving, TX)
- 12 hours ago
- Fort Worth, TX (22 miles from Irving, TX)
- 12 hours 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...
Personal Banker Roving North Dallas Suburban
- Coppell, TX (10 miles from Irving, TX)
- 13 hours ago
- Coppell, TX (10 miles from Irving, TX)
- 13 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....
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (17 miles from Irving, TX)
- 1 day ago
- Flower Mound, TX (17 miles from Irving, 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 (18 miles from Irving, TX)
- 1 day ago
- North Richland Hills, TX (18 miles from Irving, 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...
Financial Advisor - Allen/Frisco/McKinney/Plano/Westlake
- Plano, TX (20 miles from Irving, TX)
- 2 days ago
- Plano, TX (20 miles from Irving, 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 (8 miles from Irving, TX)
- 2 days ago
- Dallas, TX (8 miles from Irving, 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 (20 miles from Irving, TX)
- 2 days ago
- Plano, TX (20 miles from Irving, 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....
Private Client Banker II - SB - North Richland Hills- TX
- North Richland Hills, TX (18 miles from Irving, TX)
- 2 days ago
- North Richland Hills, TX (18 miles from Irving, TX)
- 2 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...
Financial Advisor - Fort Worth
- Fort Worth, TX (22 miles from Irving, TX)
- 2 days ago
- Fort Worth, TX (22 miles from Irving, 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...
Demographic Data for Irving, TX
Moving to Irving, TX? Find some basic demographic data about Irving, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Irving, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Irving, 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
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 »