Personal Banker Jobs in Baytown, 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.
- Webster, TX (22 miles from Baytown, TX)
- 3 days ago
- Webster, TX (22 miles from Baytown, TX)
- 3 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...
- Seabrook, TX (16 miles from Baytown, TX)
- 4 days ago
- Seabrook, TX (16 miles from Baytown, TX)
- 4 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Seabrook, TX at the Seabrook branch. Bilingual Spanish preferred....
- Crosby, TX (15 miles from Baytown, TX)
- 6 days ago
- Crosby, TX (15 miles from Baytown, TX)
- 6 days ago
As a Personal Banker within PNC's retail organization, you will be based in Crosby, TX in our Crosby branch location. Bilingual Spanish Preferred....
Personal Financial Representative - Victory Lakes
- League City, TX (21 miles from Baytown, TX)
- 7 days ago
- League City, TX (21 miles from Baytown, TX)
- 7 days ago
Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General...
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- Pasadena, TX (20 miles from Baytown, TX)
- 8 days ago
- Pasadena, TX (20 miles from Baytown, TX)
- 8 days 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...
- Webster, TX (22 miles from Baytown, TX)
- 14 days ago
- Webster, TX (22 miles from Baytown, TX)
- 14 days ago
Personal Banker (Full Time)- Clear Lake Full Time CSR - Banking Center CLEAR LAKE, Webster, TX, US 4 days ago Requisition ID: 8941 External Applicants: Please through Prosperity Bank's at prosperitybankusa...
Personal Banker (Full Time)- Clear Lake
- Webster, TX (22 miles from Baytown, TX)
- 19 days ago
- Webster, TX (22 miles from Baytown, TX)
- 19 days ago
Personal Banker experience preferred. Previous banking experience preferred. Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Atascocita, TX (23 miles from Baytown, TX)
- 60+ days ago
- Atascocita, TX (23 miles from Baytown, TX)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Baytown, TX
Moving to Baytown, TX? Find some basic demographic data about Baytown, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Baytown, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Baytown, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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