Personal Banker Jobs in Plano, 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.
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Addison, TX (9 miles from Plano, TX)
- 18 hours ago
- Addison, TX (9 miles from Plano, TX)
- 18 hours ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Irving, TX (20 miles from Plano, TX)
- 1 day ago
- Irving, TX (20 miles from Plano, TX)
- 1 day ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
Personal Banker - Lower Greenville
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, 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....
- Irving, TX (20 miles from Plano, TX)
- 1 day ago
- Irving, TX (20 miles from Plano, 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...
- Mesquite, TX (20 miles from Plano, TX)
- 1 day ago
- Mesquite, TX (20 miles from Plano, TX)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker/Member Services Representative III
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
Responsibilities** **This position is located in our Frisco Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY** Interviews...
Bilingual (Spanish Speaking) Personal Banker I - Retail
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker II - Elliott Drive
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
Banker job family....
Personal Banker Highland Village
- Highland Village, TX (20 miles from Plano, TX)
- 2 days ago
- Highland Village, TX (20 miles from Plano, TX)
- 2 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Flower Mound, TX (22 miles from Plano, TX)
- 3 days ago
- Flower Mound, TX (22 miles from Plano, TX)
- 3 days ago
Description POINTBANK PERSONAL BANKER Promote, market, and facilitate the overall sale of products of the bank....
Associate Personal Banker Preston & Forest
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, 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 - Gates of Prosper - Prosper, TX
- Prosper, TX (15 miles from Plano, TX)
- 4 days ago
- Prosper, TX (15 miles from Plano, 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....
Personal Banker Skillman & Abrams
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 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 Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plano, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plano, 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
- Mortgage Lending
- 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
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- 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 »