Personal Banker Jobs in Westlake, 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.
- North Richland Hills, TX (14 miles from Westlake, TX)
- 6 hours ago
- North Richland Hills, TX (14 miles from Westlake, TX)
- 6 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Financial Advisor Assistant - Investment Services
- Fort Worth, TX (20 miles from Westlake, TX)
- 6 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 6 hours ago
Its about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then...
Personal Banker Roving North Dallas Suburban
- Coppell, TX (13 miles from Westlake, TX)
- 7 hours ago
- Coppell, TX (13 miles from Westlake, 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 (5 miles from Westlake, TX)
- 19 hours ago
- Flower Mound, TX (5 miles from Westlake, TX)
- 19 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....
- North Richland Hills, TX (14 miles from Westlake, TX)
- 1 day ago
- North Richland Hills, TX (14 miles from Westlake, 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...
Associate Personal Banker- Bilingual -Lake Worth West
- Lake Worth, TX (19 miles from Westlake, TX)
- 1 day ago
- Lake Worth, TX (19 miles from Westlake, 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 II - SB - North Richland Hills- TX
- North Richland Hills, TX (14 miles from Westlake, TX)
- 2 days ago
- North Richland Hills, TX (14 miles from Westlake, TX)
- 2 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...
Financial Advisor - Fort Worth
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
- Fort Worth, TX (20 miles from Westlake, 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...
Private Client Banker - Cross Timbers & Bruton Orand - Flower Mound - TX
- Flower Mound, TX (5 miles from Westlake, TX)
- 2 days ago
- Flower Mound, TX (5 miles from Westlake, 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...
- Frisco, TX (24 miles from Westlake, TX)
- 4 days ago
- Frisco, TX (24 miles from Westlake, 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 (22 miles from Westlake, TX)
- 6 days ago
- Addison, TX (22 miles from Westlake, 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....
Financial Advisor (Career Changers Encouraged)
- Fort Worth, TX (20 miles from Westlake, TX)
- 6 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 6 days ago
As business owners, Financial Representatives at Northwestern Mutual- Fort Worth help their clients live more and worry less through our personalized approach to financial planning. They spend...
- Hurst, TX (14 miles from Westlake, TX)
- 8 days ago
- Hurst, TX (14 miles from Westlake, TX)
- 8 days ago
Personal Banker PNC Financial Services Group 3.6 (52) Hurst, TX Why you should apply for a job to PNC Financial Services Group: Ranked as one of the Best Finance Companies for Women in 2022 4.1/5 in...
Personal Banker (Teller)- Part Time
- Watauga, TX (10 miles from Westlake, TX)
- 9 days ago
- Watauga, TX (10 miles from Westlake, TX)
- 9 days ago
The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Euless, TX (13 miles from Westlake, TX)
- 9 days ago
- Euless, TX (13 miles from Westlake, TX)
- 9 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 Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westlake, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westlake, 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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