Personal Banker Jobs in Bellaire, 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.
Personal Banker Kings Crossing
- Kingwood, TX (23 miles from Bellaire, TX)
- 7 hours ago
- Kingwood, TX (23 miles from Bellaire, TX)
- 7 hours ago
As a Personal Banker within PNC's retail organization, you will be based in Kingwood, TX in the Kings Crossing branch location. Bilingual Spanish Preferred....
- Houston, TX (7 miles from Bellaire, TX)
- 10 hours ago
- Houston, TX (7 miles from Bellaire, TX)
- 10 hours ago
Req ID: 76521 Location: Houston -HOUS Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Availabile Application Deadline: 05/30/2025 BOK Financial Corporation Group includes...
Private Client Banker - Medical Branch-Houston, TX
- Houston, TX (7 miles from Bellaire, TX)
- 16 hours ago
- Houston, TX (7 miles from Bellaire, TX)
- 16 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Webster, TX (22 miles from Bellaire, TX)
- 1 day ago
- Webster, TX (22 miles from Bellaire, TX)
- 1 day 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...
Bilingual Personal Banker (Full Time)
- Houston, TX (7 miles from Bellaire, TX)
- 1 day ago
- Houston, TX (7 miles from Bellaire, TX)
- 1 day ago
Bilingual Personal Banker (Full Time) - River Oaks Full Time CSR - Banking Center RIVER OAKS, Houston, TX, US Yesterday Requisition ID: 8971 External Applicants: Please through Prosperity Bank's at...
Financial Advisor - Experienced Professionals
- Houston, TX (7 miles from Bellaire, TX)
- 1 day ago
- Houston, TX (7 miles from Bellaire, TX)
- 1 day ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
Personal Banker - Medical Center Crossing
- Houston, TX (7 miles from Bellaire, TX)
- 2 days ago
- Houston, TX (7 miles from Bellaire, TX)
- 2 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....
Personal Banker Roving Katy District
- Houston, TX (7 miles from Bellaire, TX)
- 2 days ago
- Houston, TX (7 miles from Bellaire, TX)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Pearland, TX (15 miles from Bellaire, TX)
- 3 days ago
- Pearland, TX (15 miles from Bellaire, TX)
- 3 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Bilingual Personal Banker (Full Time) - River Oaks
- Houston, TX (7 miles from Bellaire, TX)
- 3 days ago
- Houston, TX (7 miles from Bellaire, TX)
- 3 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Personal Banker 290 & Spring Cypress
- Cypress, TX (22 miles from Bellaire, TX)
- 3 days ago
- Cypress, TX (22 miles from Bellaire, TX)
- 3 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....
Personal Banker Westheimer Pkwy
- Katy, TX (18 miles from Bellaire, TX)
- 4 days ago
- Katy, TX (18 miles from Bellaire, TX)
- 4 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....
- Houston, TX (7 miles from Bellaire, TX)
- 4 days ago
- Houston, TX (7 miles from Bellaire, TX)
- 4 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....
Financial Advisor - Career Change Opportunity. Job in Sugar Land Gr8Jobs
- Sugar Land, TX (11 miles from Bellaire, TX)
- 4 days ago
- Sugar Land, TX (11 miles from Bellaire, TX)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Houston, TX (7 miles from Bellaire, TX)
- 5 days ago
- Houston, TX (7 miles from Bellaire, TX)
- 5 days ago
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...
Demographic Data for Bellaire, TX
Moving to Bellaire, TX? Find some basic demographic data about Bellaire, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bellaire, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bellaire, 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- 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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