Personal Banker Jobs in Southlake, 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.
Healthcare Provider IT Client Relationship Manager (Associate Director)
- Dallas, TX (23 miles from Southlake, TX)
- 14 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 14 days ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Irving, TX (15 miles from Southlake, TX)
- 1 hour ago
- Irving, TX (15 miles from Southlake, TX)
- 1 hour ago
As we continue to grow, were looking for a Personal Banker to join our thriving branch team....
- Frisco, TX (23 miles from Southlake, TX)
- 8 hours ago
- Frisco, TX (23 miles from Southlake, TX)
- 8 hours 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...
- Addison, TX (18 miles from Southlake, TX)
- 18 hours ago
- Addison, TX (18 miles from Southlake, TX)
- 18 hours ago
Req ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes...
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Patient Financial Advisor I - Oral & Maxillofacial Surgery
- Dallas, TX (23 miles from Southlake, TX)
- 21 hours ago
- Dallas, TX (23 miles from Southlake, TX)
- 21 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...
- Dallas, TX (23 miles from Southlake, TX)
- 22 hours ago
- Dallas, TX (23 miles from Southlake, TX)
- 22 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Arlington, TX (22 miles from Southlake, TX)
- 1 day ago
- Arlington, TX (22 miles from Southlake, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Associate Personal Banker (SAFE) Irving District
- Irving, TX (15 miles from Southlake, TX)
- 1 day ago
- Irving, TX (15 miles from Southlake, 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....
Associate Personal Banker- UTA College Park
- Arlington, TX (22 miles from Southlake, TX)
- 1 day ago
- Arlington, TX (22 miles from Southlake, 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....
Associate Personal Banker- Bilingual Spanish- Flower Mound
- Flower Mound, TX (5 miles from Southlake, TX)
- 1 day ago
- Flower Mound, TX (5 miles from Southlake, 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....
- Westworth Village, TX (18 miles from Southlake, TX)
- 2 days ago
- Westworth Village, TX (18 miles from Southlake, TX)
- 2 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...
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 2 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...
- Fort Worth, TX (16 miles from Southlake, TX)
- 2 days ago
- Fort Worth, TX (16 miles from Southlake, 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....
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
- Arlington, TX (22 miles from Southlake, TX)
- 2 days ago
- Arlington, TX (22 miles from Southlake, TX)
- 2 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....
Demographic Data for Southlake, TX
Moving to Southlake, TX? Find some basic demographic data about Southlake, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southlake, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southlake, 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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