Personal Banker Jobs in Mansfield, 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 Mansfield, TX)
- 10 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 10 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...
Financial Advisor Assistant - Investment Services
- Benbrook, TX (17 miles from Mansfield, TX)
- 9 hours ago
- Benbrook, TX (17 miles from Mansfield, TX)
- 9 hours ago
It's 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...
- Dallas, TX (24 miles from Mansfield, TX)
- 13 hours ago
- Dallas, TX (24 miles from Mansfield, TX)
- 13 hours 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 (15 miles from Mansfield, TX)
- 13 hours ago
- Fort Worth, TX (15 miles from Mansfield, TX)
- 13 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....
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Associate Personal Banker- East Berry Bilingual
- Fort Worth, TX (15 miles from Mansfield, TX)
- 2 days ago
- Fort Worth, TX (15 miles from Mansfield, 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....
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 2 days ago
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Roving North Dallas Suburban
- Dallas, TX (24 miles from Mansfield, TX)
- 3 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 3 days 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....
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 3 days ago
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 3 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 - Dallas/Tyler
- Dallas, TX (24 miles from Mansfield, TX)
- 4 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 4 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...
Private Client Banker II - SB - North Richland Hills- TX
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 4 days ago
- North Richland Hills, TX (17 miles from Mansfield, TX)
- 4 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 (15 miles from Mansfield, TX)
- 4 days ago
- Fort Worth, TX (15 miles from Mansfield, TX)
- 4 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...
- Duncanville, TX (14 miles from Mansfield, TX)
- 4 days ago
- Duncanville, TX (14 miles from Mansfield, TX)
- 4 days ago
Bilingual Personal Banker #305-24397 Dallas, Texas, United States Location FCB W. Wheatland Joe V's Location Address 4101 W....
Associate Personal Banker - Coit and 635
- Dallas, TX (24 miles from Mansfield, TX)
- 4 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 4 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 (24 miles from Mansfield, TX)
- 4 days ago
- Dallas, TX (24 miles from Mansfield, TX)
- 4 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....
- Duncanville, TX (14 miles from Mansfield, TX)
- 4 days ago
- Duncanville, TX (14 miles from Mansfield, TX)
- 4 days ago
Personal Banker #838-24538 Dallas, Texas, United States Location FCB S....
Demographic Data for Mansfield, TX
Moving to Mansfield, TX? Find some basic demographic data about Mansfield, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mansfield, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mansfield, 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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