Personal Banker Jobs in Plano, TX
- Garland, TX (10 miles from Plano, TX)
- 2 hours ago
- Garland, TX (10 miles from Plano, TX)
- 2 hours ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer...
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
POSITION SUMMARY: The Client Relationship Manager (CRM) is responsible for providing exceptional client care while leading a team that manages a portfolio of new and existing accounts. The CRM...
Remote Work- Mesquite, TX (20 miles from Plano, TX)
- 2 days ago
- Mesquite, TX (20 miles from Plano, TX)
- 2 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in...
Executive Client Relationship Manager
- Grand Prairie, TX (24 miles from Plano, TX)
- 2 days ago
- Grand Prairie, TX (24 miles from Plano, TX)
- 2 days ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
- The Colony, TX (10 miles from Plano, TX)
- 3 days ago
- The Colony, TX (10 miles from Plano, TX)
- 3 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
- Rockwall, TX (22 miles from Plano, TX)
- 3 days ago
- Rockwall, TX (22 miles from Plano, TX)
- 3 days ago
The Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
Private Client Banker - Denton Tap & 121 - Coppell, TX
- Coppell, TX (15 miles from Plano, TX)
- 3 days ago
- Coppell, TX (15 miles from Plano, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
High Net Worth Financial Advisor Manager
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firms more sophisticated and affluent clients. These clients typically...
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Financial Services Advisor - South Texas at U.S. Renal Care, Inc. Financial Services Advisor - South Texas at U.S. Renal Care, Inc. in Plano, Texas Posted in about 14 hours ago. Type: Full-Time...
Remote WorkPersonal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Plano, TX
- 6 days ago
- Plano, TX
- 6 days ago
Investment Counselor - Wealthbuilder (Financial Advisor Alternative) Fisher Investments 4.1 ( ) Plano, TX for later Why you should apply for a job to Fisher Investments : Ranked as one of the...
Remote WorkPersonal Banker Personal Banker
- Hickory Creek, TX (16 miles from Plano, TX)
- 6 days ago
- Hickory Creek, TX (16 miles from Plano, TX)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Hickory Creek, TX for later Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
Financial Advisor Transition Consultant
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
opening and the transition of client assets to RBC USWM Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process Develop, update and maintain...
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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Consumer Lending
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Closing
- Risk Management
- Inbound/Outbound Calling
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Math
- Reporting
- Telephone Skills
- Flexibility
- Policy Development
- Coaching
- Regulations
- Sales
- Organization
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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