Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Personal Banker: Client Growth & Advisory

The Northern Trust Company

Northern Trust is seeking a dedicated personal banker in Dallas, Texas. The role involves understanding client needs and providing holistic advice while engaging with subject matter experts. Responsibilities include processing client account servicing activities, handling cash transactions, and maintaining compliance with banking regulations. The ideal candidate will possess strong analytical and organizational skills, with 3-5 years of related experience. Opportunities for mentoring fellow bankers will also be part of the role. #J-18808-Ljbffr Northern Trust

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Personal Banker: Client Growth & Advisory in Dallas, TX vacancy
  •  ...Northern Trust Company in Dallas, Texas, is seeking candidates for a Personal Banker role. The position requires 3-5 years of experience in banking or financial services and encompasses engaging with clients while managing banking operations. The ideal candidate will... 
    Senior

    001 The Northern Trust Company

    Dallas, TX
    19 hours ago
  • A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth...  ...long-term relationships with clients. The role involves developing personalized financial strategies and delivering...  ...and opportunities for professional growth. #J-18808-Ljbffr Beacon Pointe
    Senior

    Beacon Pointe

    Dallas, TX
    3 days ago
  •  ...growing business valuation and financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff....  .... This role supports professional growth in an entrepreneurial environment. #J-1... 
    Senior
    Work at office

    Mercer Capital

    Dallas, TX
    1 day ago
  •  ...Financial Group, an Atlanta‑based boutique CPA and advisory firm, seeks a Senior Tax Accountant / Tax Supervisor to lead complex...  ...career‑path role offers mentoring, potential client management responsibilities, and growth opportunities within a growing firm that values... 
    Senior
    Remote job

    Staff Financial Group

    Dallas, TX
    1 day ago
  • Vista Bank in Dallas, Texas is seeking a Relationship Banker I to build and maintain client relationships and deliver exceptional service. The ideal candidate...  .... This role offers training, opportunities for growth, and a scorecard-based incentive plan. Benefits include... 
    Suggested

    Vista Bank

    Dallas, TX
    1 day ago
  •  ...Financial in Dallas, TX is seeking driven individuals for the Personal Banker role through our Banking Navigator program. This 9-week...  ...start a career focused on delivering best-in-class service to clients across channels. During training and beyond, you’ll learn to... 

    BOK Financial

    Dallas, TX
    1 day ago
  • BOK Financial Corporation is looking for a Bilingual Personal Banker in Dallas, Texas to join their team. This role provides an exceptional client experience while engaging in a comprehensive 9-week Banking Navigator training program. You will assist clients with account... 

    BOK Financial Corporation

    Dallas, TX
    2 days ago
  •  ...Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service. You will... 
    Senior

    SouthState Bank

    Dallas, TX
    1 day ago
  • Northern Trust in Dallas is hiring for the role of Personal Banker. This position focuses on client account management, ensuring compliance with banking policies, and providing maintenance and holistic advice. Successful candidates will have 3-5 years of relevant experience... 
    Senior
    Bank staff

    Northern Trust

    Dallas, TX
    4 days ago
  • $100k - $125k

    Embark is seeking a Senior Associate for the Financial Advisory practice in Dallas, Texas. This role entails assisting clients with financial reporting, technical accounting, and transactions. Candidates should have 3+ years of experience in public accounting or consulting... 
    Senior

    Embark

    Dallas, TX
    2 days ago
  •  ...Financial Advisor to manage a defined book of client relationships, focusing on delivering a...  ...in converting eligible clients to advisory or digital investment solutions. Responsibilities...  ...managing assets, client transitions, and growth within the assigned book while adhering... 

    First United Bank

    Dallas, TX
    2 days ago
  • Stonepath is seeking a Senior Tax Manager in Dallas, TX, to join their advisory-focused CPA firm. In this role, you'll engage with high-net-worth clients, manage compliance, and provide strategic tax planning services. Ideal candidates have 7-10 years of public accounting... 
    Senior

    Stonepath

    Dallas, TX
    4 days ago
  •  ...what area makes sense for you? If you answered YES, then you should probably read on! — We are partnered with a leading Single Client Advisory firm looking for External Auditors who want to gain exposure to a wide range of industries and accounting/finance functions, such... 
    Senior
    Summer work

    Oliver James

    Dallas, TX
    1 day ago
  •  ...leadership and stakeholder management skills. The role involves building client relationships, mentoring teams, and contributing to strategic...  ...within the organization. This position offers a hybrid work environment and significant growth potential. #J-18808-Ljbffr cginfinity

    cginfinity

    Dallas, TX
    3 days ago
  • Prosperity Bank is seeking a Full Time Personal Banker I to join their team in Dallas. The role...  ...various financial services, developing client relationships, and achieving sales goals...  ...environment with opportunities for professional growth and career advancement. Join Prosperity... 
    Full time

    Prosperity Bank

    Dallas, TX
    19 hours ago
  • First United Bank is looking for a Relationship Banker I in Dallas to serve as the primary contact for customers, helping them understand...  ...math skills, and experience in retail. The position offers personal growth opportunities and competitive benefits. #J-18808-Ljbffr... 

    First United Bank

    Dallas, TX
    2 days ago
  • Edgewoodpartnersinsurancecenter is seeking a Senior Client Manager/Team Lead in Dallas, Texas. This hybrid role involves managing complex client relationships, primarily with Charter Schools, and leading the client service team. The ideal candidate will have extensive experience... 
    Senior

    Edgewoodpartnersinsurancecenter

    Dallas, TX
    3 days ago
  •  ...is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive mindset. Responsibilities include planning... 
    Senior

    International Search Consultants

    Dallas, TX
    4 days ago
  • Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and...  ...include acquiring new clients, maintaining revenue growth and working closely with specialists to provide comprehensive financial... 
    Senior

    Truist

    Dallas, TX
    2 days ago
  • $90.8k - $149.8k

    Ernst & Young Oman is seeking a Senior to join their Financial Accounting Advisory Services team, playing a vital role in client interactions and strategic development. You'll work across various industries, building relationships to offer tailored solutions and guidance... 
    Senior

    Ernst & Young Oman

    Dallas, TX
    19 hours ago
  • Willis Towers Watson in Dallas is searching for a Client Advocate responsible for cultivating and maintaining client relationships, leading strategy development, and execution. The role offers a hybrid working opportunity and involves maximizing revenue from existing clients... 
    Senior

    Willis Towers Watson

    Dallas, TX
    4 days ago
  •  ...in Dallas, TX is looking for a Senior Managing Director specializing in Economic Incentives Advisory to lead the delivery of...  ...candidate will work closely with clients, manage teams and develop market...  ...and mentoring staff to ensure growth and excellence in client services... 
    Senior

    Cantor Fitzgerald

    Dallas, TX
    4 days ago
  • Springline Advisory, Inc. is seeking a Supervisory Senior to join their Audit team in Dallas, Texas. In this pivotal...  ...fieldwork and collaborate with clients to provide tailored audit solutions...  ...environment and opportunities for growth in a collaborative culture. #J-18... 
    Senior
    Flexible hours

    Springline Advisory, Inc.

    Dallas, TX
    19 hours ago
  • RSM US LLP is seeking a Family Office Advisory Manager in Dallas, Texas. This role plays a pivotal part in executing client service and developing thought leadership within the...  ...a competitive salary and opportunity for growth within a dynamic work environment. #J-18808... 
    Senior
    Work at office

    RSM US LLP

    Dallas, TX
    4 days ago
  • Ieqcapital in Dallas, Texas, is seeking a Senior Associate to enhance client relationships and support operational tasks. Responsibilities include supporting partners, client interactions, and constructing performance reports. The ideal candidate has 2+ years of relevant... 
    Senior

    Ieqcapital

    Dallas, TX
    19 hours ago
  • A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients...  ...environment with opportunities for career growth and development. #J-18808-Ljbffr BDO... 
    Senior

    BDO Capital Advisors, LLC

    Dallas, TX
    1 day ago
  •  ...partner delivering interim and project-based accounting leadership for diverse client engagements. The role focuses on senior financial management, process improvements, and scalable controls for growth-focused companies, with travel within the local market and occasional... 
    Senior
    Interim role
    Local area

    Bridgepoint Consulting

    Dallas, TX
    1 day ago
  • $220k

     ...re partnered with a fast-growing, advisory-focused CPA firm seeking to hire a Senior Tax Manager as its Dallas practice...  ...owners, and complex multi-entity clients, providing a blend of tax compliance...  ...balance, and long-term career growth, including a clear path to Partner... 
    Senior

    Stonepath

    Dallas, TX
    19 hours ago
  • $100 - $150 per hour

     ...Job Description Senior Accounting Advisory Professional - Big 4 Required Location: Dallas, Texas...  ...traditional audit track. This is a client-facing advisory platform built for...  ...technical complexity, and accelerated growth. In this role, you will apply your... 
    Senior
    Work at office

    Energy Talent Search

    Dallas, TX
    4 days ago
  • Poutrix is seeking a Principal Industrial Hygiene Consultant based in Dallas, Texas. This role requires 10+ years in a client-centric consulting environment, focusing on developing Industrial Hygiene services and mentoring staff. The successful candidate will manage a... 
    Senior

    Poutrix

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Personal Banker: Client Growth & Advisory. Be the first to apply!