Personal Banker Jobs in Red Oak, 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 (18 miles from Red Oak, TX)
- 8 days ago
- Dallas, TX (18 miles from Red Oak, 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...
- Dallas, TX (18 miles from Red Oak, TX)
- moments ago
- Dallas, TX (18 miles from Red Oak, TX)
- moments 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 (18 miles from Red Oak, TX)
- 1 day ago
- Dallas, TX (18 miles from Red Oak, TX)
- 1 day 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....
Financial Advisor - Dallas/Tyler
- Dallas, TX (18 miles from Red Oak, TX)
- 2 days ago
- Dallas, TX (18 miles from Red Oak, 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...
- Duncanville, TX (11 miles from Red Oak, TX)
- 3 days ago
- Duncanville, TX (11 miles from Red Oak, TX)
- 3 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 (18 miles from Red Oak, TX)
- 3 days ago
- Dallas, TX (18 miles from Red Oak, 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....
Associate Personal Banker - Bilingual Spanish Lovers Lane
- Dallas, TX (18 miles from Red Oak, TX)
- 3 days ago
- Dallas, TX (18 miles from Red Oak, 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....
- Duncanville, TX (11 miles from Red Oak, TX)
- 3 days ago
- Duncanville, TX (11 miles from Red Oak, TX)
- 3 days ago
Personal Banker #838-24538 Dallas, Texas, United States Location FCB S....
Investment Counselor (Financial Advisor Alternative)
- Crandall, TX (22 miles from Red Oak, TX)
- 5 days ago
- Crandall, TX (22 miles from Red Oak, TX)
- 5 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...
Private Client Banker II - SB - South Cooper & Arbrook - Arlington - TX
- Arlington, TX (21 miles from Red Oak, TX)
- 6 days ago
- Arlington, TX (21 miles from Red Oak, TX)
- 6 days ago
JobID: 210605275 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-07T14:28:50+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (18 miles from Red Oak, TX)
- 7 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Dallas, TX (18 miles from Red Oak, TX)
- 7 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 7 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...
Virtual Financial Advisor - Dallas
- Dallas, TX (18 miles from Red Oak, TX)
- 7 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 7 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...
Remote WorkFinancial Advisor - Career Change Opportunity
- Dallas, TX (18 miles from Red Oak, TX)
- 8 days ago
- Dallas, TX (18 miles from Red Oak, 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...
Financial Advisor II-Heart Hospital, Dallas
- Dallas, TX (18 miles from Red Oak, TX)
- 8 days ago
- Dallas, TX (18 miles from Red Oak, TX)
- 8 days ago
JOB SUMMARY The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). WORK MODEL...
Demographic Data for Red Oak, TX
Moving to Red Oak, TX? Find some basic demographic data about Red Oak, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Red Oak, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Red Oak, 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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Here are some other career titles that require similar skills
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