Personal Banker Jobs in Southlake, TX
- Colleyville, TX (4 miles from Southlake, TX)
- moments ago
- Colleyville, TX (4 miles from Southlake, TX)
- moments ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX
- Grand Prairie, TX (15 miles from Southlake, TX)
- 13 hours ago
- Grand Prairie, TX (15 miles from Southlake, TX)
- 13 hours ago
JobID: 210619920 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-27T13:18:57+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Entry Level - Financial Advisor
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate....
Financial Advisor (Career Changes Encouraged )
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Merrill Experienced Financial Advisor
- Fort Worth, TX (18 miles from Southlake, TX)
- 2 days ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 2 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize...
Financial Advisor (Must be local to Fort Worth)
- Fort Worth, TX (18 miles from Southlake, TX)
- 3 days ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 3 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
Private Client Banker II - SB - North Richland Hills- TX
- North Richland Hills, TX (12 miles from Southlake, TX)
- 4 days ago
- North Richland Hills, TX (12 miles from Southlake, TX)
- 4 days ago
JobID: 210606651 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-23T20:03:11+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Dallas, TX (23 miles from Southlake, TX)
- 4 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 4 days ago
We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach....
Financial Advisor - Texas Trust Credit Union
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
Financial Advisor Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union...
Associate Personal Banker (SAFE)- Fort Worth Eastchase Pkwy
- Fort Worth, TX (18 miles from Southlake, TX)
- 5 days ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 5 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....
Patient Financial Advisor I - Aston Infusion Clinic
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 5 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...
Financial Advisor/Planner - Wealth Management
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 5 days ago
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals....
- Fort Worth, TX (18 miles from Southlake, TX)
- 5 days ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 5 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....
- Flower Mound, TX (5 miles from Southlake, TX)
- 5 days ago
- Flower Mound, TX (5 miles from Southlake, TX)
- 5 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Mortgage Processing
- Client Relationships
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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