Personal Banker Jobs in Lewisville, 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 (24 miles from Lewisville, TX)
- 4 hours ago
- Dallas, TX (24 miles from Lewisville, TX)
- 4 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Personal Banker - Lantana Town Center - Bartonville, TX
- Bartonville, TX (6 miles from Lewisville, TX)
- 5 hours ago
- Bartonville, TX (6 miles from Lewisville, 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....
- Irving, TX (17 miles from Lewisville, TX)
- 8 hours ago
- Irving, TX (17 miles from Lewisville, TX)
- 8 hours ago
We have an exciting opportunity for a Personal Banker to join our dynamic team. We are seeking a passionate individual with exceptional customer service skills....
Private Client Banker II - SB -Southlake & Village Center - Southlake - TX
- Southlake, TX (5 miles from Lewisville, TX)
- 17 hours ago
- Southlake, TX (5 miles from Lewisville, TX)
- 17 hours 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...
- Fort Worth, TX (23 miles from Lewisville, TX)
- 19 hours ago
- Fort Worth, TX (23 miles from Lewisville, TX)
- 19 hours ago
Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its...
- Irving, TX (17 miles from Lewisville, TX)
- 1 day ago
- Irving, TX (17 miles from Lewisville, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker - Lovers and Inwood - Dallas, TX
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
- Dallas, TX (24 miles from Lewisville, 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...
Investment Counselor (Financial Advisor Alternative)
- Haslet, TX (15 miles from Lewisville, TX)
- 1 day ago
- Haslet, TX (15 miles from Lewisville, TX)
- 1 day ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Personal Banker/Member Services Representative III
- Richardson, TX (22 miles from Lewisville, TX)
- 1 day ago
- Richardson, TX (22 miles from Lewisville, TX)
- 1 day ago
Job Locations US-TX-Richardson Category Personal Banker Type Full-Time Regular Location : Location US-TX-Richardson ID 2025-1474...
Healthcare - Client Relationship Manager (Chicago, IL)
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
- Dallas, TX (24 miles from Lewisville, TX)
- 1 day ago
Healthcare - Client Relationship Manager (CRM) Location: Chicago, IL (local candidates) In office 3 days a week Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the...
- Fort Worth, TX (23 miles from Lewisville, TX)
- 1 day ago
- Fort Worth, TX (23 miles from Lewisville, TX)
- 1 day ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Dallas, TX (24 miles from Lewisville, TX)
- 2 days ago
- Dallas, TX (24 miles from Lewisville, TX)
- 2 days ago
Are you looking for an environment where the firm’s values align with your own? Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM...
- Dallas, TX (24 miles from Lewisville, TX)
- 3 days ago
- Dallas, TX (24 miles from Lewisville, TX)
- 3 days ago
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
Associate Personal Banker - Bilingual North Tarrant & Beach
- Fort Worth, TX (23 miles from Lewisville, TX)
- 3 days ago
- Fort Worth, TX (23 miles from Lewisville, 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....
Personal Banker II Associate DeNovo (Westlake)
- Westlake, TX (5 miles from Lewisville, TX)
- 4 days ago
- Westlake, TX (5 miles from Lewisville, TX)
- 4 days ago
Banker job family....
Demographic Data for Lewisville, TX
Moving to Lewisville, TX? Find some basic demographic data about Lewisville, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lewisville, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lewisville, 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
- Fraud Investigation
- Investment Management
- 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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