Personal Banker Jobs in Mckinney, 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 (19 miles from Mckinney, TX)
- 2 days ago
- Rowlett, TX (19 miles from Mckinney, TX)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Addison, TX (20 miles from Mckinney, TX)
- 1 hour ago
- Addison, TX (20 miles from Mckinney, TX)
- 1 hour ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker - Allen / McKinney Market - Allen, TX
- Allen, TX (6 miles from Mckinney, TX)
- 2 days ago
- Allen, TX (6 miles from Mckinney, TX)
- 2 days ago
JobID: 210615344 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-05T14:24:51+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Sachse, TX (14 miles from Mckinney, TX)
- 3 days ago
- Sachse, TX (14 miles from Mckinney, 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....
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Investment Counselor (Financial Advisor Alternative)
- Garland, TX (17 miles from Mckinney, TX)
- 3 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 3 days 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...
Associate Personal Banker - Roving Dallas Northeast Suburban District
- Frisco, TX (14 miles from Mckinney, TX)
- 6 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 6 days ago
About this role: Wells Fargo is seeking a... In this role, you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office...
- The Colony, TX (19 miles from Mckinney, TX)
- 8 days ago
- The Colony, TX (19 miles from Mckinney, TX)
- 8 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...
- Garland, TX (17 miles from Mckinney, TX)
- 8 days ago
- Garland, TX (17 miles from Mckinney, TX)
- 8 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...
Associate Personal Banker (SAFE) Preston & Main
- Frisco, TX (14 miles from Mckinney, TX)
- 8 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 8 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....
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 (Full Time) - McKinney Redbud Full Time CSR - Banking Center McKinney Redbud, McKinney, TX, US 5 days ago Requisition ID: 8927 External Applicants: Please through Prosperity Bank's at...
- Plano, TX (11 miles from Mckinney, TX)
- 11 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 11 days ago
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (11 miles from Mckinney, TX)
- 11 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 11 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
Private Client Banker - West Parker and Independence - Plano, TX
- Plano, TX (11 miles from Mckinney, TX)
- 13 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 13 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...
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Demographic Data for Mckinney, TX
Moving to Mckinney, TX? Find some basic demographic data about Mckinney, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mckinney, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mckinney, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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