Personal Banker Jobs in Alvin, 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.
- Pearland, TX (11 miles from Alvin, TX)
- 21 hours ago
- Pearland, TX (11 miles from Alvin, TX)
- 21 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Texas City, TX (21 miles from Alvin, TX)
- 1 day ago
- Texas City, TX (21 miles from Alvin, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker (Full Time)- Clear Lake
- Webster, TX (12 miles from Alvin, TX)
- 3 days ago
- Webster, TX (12 miles from Alvin, TX)
- 3 days ago
Personal Banker experience preferred. Previous banking experience preferred. Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Friendswood, TX (9 miles from Alvin, TX)
- 18 days ago
- Friendswood, TX (9 miles from Alvin, TX)
- 18 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Seabrook, TX (17 miles from Alvin, TX)
- 22 days ago
- Seabrook, TX (17 miles from Alvin, TX)
- 22 days ago
Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their...
Personal Banker Buffalo Speedway
- Houston, TX (24 miles from Alvin, TX)
- 45+ days ago
- Houston, TX (24 miles from Alvin, TX)
- 45+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Demographic Data for Alvin, TX
Moving to Alvin, TX? Find some basic demographic data about Alvin, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alvin, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alvin, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »