Personal Banker Jobs in Richardson, 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 (11 miles from Richardson, TX)
- 1 day ago
- Rowlett, TX (11 miles from Richardson, TX)
- 1 day 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 (12 miles from Richardson, TX)
- 7 days ago
- Dallas, TX (12 miles from Richardson, TX)
- 7 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...
Personal Banker Roving North Dallas Suburban
- Coppell, TX (14 miles from Richardson, TX)
- 7 hours ago
- Coppell, TX (14 miles from Richardson, TX)
- 7 hours 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....
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (22 miles from Richardson, TX)
- 20 hours ago
- Flower Mound, TX (22 miles from Richardson, TX)
- 20 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....
Financial Advisor - Allen/Frisco/McKinney/Plano/Westlake
- McKinney, TX (16 miles from Richardson, TX)
- 1 day ago
- McKinney, TX (16 miles from Richardson, TX)
- 1 day 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...
Financial Advisor - Dallas/Tyler
- Dallas, TX (12 miles from Richardson, TX)
- 1 day ago
- Dallas, TX (12 miles from Richardson, TX)
- 1 day 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...
Bilingual Associate Personal Banker Bilingual Spanish Preston & Parker
- Plano, TX (6 miles from Richardson, TX)
- 1 day ago
- Plano, TX (6 miles from Richardson, 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....
Private Client Banker - Cross Timbers & Bruton Orand - Flower Mound - TX
- Flower Mound, TX (22 miles from Richardson, TX)
- 2 days ago
- Flower Mound, TX (22 miles from Richardson, TX)
- 2 days ago
JobID: 210581729 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-10T15:39:26+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Duncanville, TX (23 miles from Richardson, TX)
- 2 days ago
- Duncanville, TX (23 miles from Richardson, TX)
- 2 days ago
Bilingual Personal Banker #305-24397 Dallas, Texas, United States Location FCB W. Wheatland Joe V's Location Address 4101 W....
- Wylie, TX (12 miles from Richardson, TX)
- 2 days ago
- Wylie, TX (12 miles from Richardson, TX)
- 2 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker - Coit and 635
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, 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....
Associate Personal Banker - Bilingual Spanish Lovers Lane
- Dallas, TX (12 miles from Richardson, TX)
- 2 days ago
- Dallas, TX (12 miles from Richardson, 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....
- Duncanville, TX (23 miles from Richardson, TX)
- 2 days ago
- Duncanville, TX (23 miles from Richardson, TX)
- 2 days ago
Personal Banker #838-24538 Dallas, Texas, United States Location FCB S....
- Frisco, TX (16 miles from Richardson, TX)
- 4 days ago
- Frisco, TX (16 miles from Richardson, TX)
- 4 days ago
Baylor Scott and White Medical Center Frisco at PGA Parkway Join us in an extraordinary opportunity to be at the forefront of our new hospital in Frisco, Texas. As we gear up to open our doors in...
- Addison, TX (5 miles from Richardson, TX)
- 6 days ago
- Addison, TX (5 miles from Richardson, TX)
- 6 days 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....
Demographic Data for Richardson, TX
Moving to Richardson, TX? Find some basic demographic data about Richardson, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richardson, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richardson, 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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