Personal Banker Jobs in Conroe, 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.
Merrill Market Client Relationship Manager
- The Woodlands, TX (11 miles from Conroe, TX)
- 2 days ago
- The Woodlands, TX (11 miles from Conroe, 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....
Personal Banker - Spring Market
- Spring, TX (16 miles from Conroe, TX)
- 3 days ago
- Spring, TX (16 miles from Conroe, TX)
- 3 days ago
The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union products and services....
Personal Banker Cochran's Crossing
- The Woodlands, TX (11 miles from Conroe, TX)
- 12 days ago
- The Woodlands, TX (11 miles from Conroe, TX)
- 12 days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX in the Cochran's Crossing branch location. Bilingual Spanish Preferred....
Personal Banker Sterling Ridge
- The Woodlands, TX (11 miles from Conroe, TX)
- 14 days ago
- The Woodlands, TX (11 miles from Conroe, TX)
- 14 days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX in the Sterling Ridge branch location. Bilingual Spanish Preferred....
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Personal Banker Cochran's Crossing
- The Woodlands, TX (9 miles from Conroe, TX)
- 17 days ago
- The Woodlands, TX (9 miles from Conroe, TX)
- 17 days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX in the Cochran's Crossing branch location. Bilingual Spanish Preferred....
Personal Banker Sterling Ridge
- The Woodlands, TX (9 miles from Conroe, TX)
- 17 days ago
- The Woodlands, TX (9 miles from Conroe, TX)
- 17 days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX in the Sterling Ridge branch location. Bilingual Spanish Preferred....
- Humble, TX (23 miles from Conroe, TX)
- 18 days ago
- Humble, TX (23 miles from Conroe, TX)
- 18 days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
Financial Advisor - PNC Investments
- Tomball, TX (15 miles from Conroe, TX)
- 24 days ago
- Tomball, TX (15 miles from Conroe, TX)
- 24 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Kings Crossing
- Kingwood, TX (23 miles from Conroe, TX)
- 27 days ago
- Kingwood, TX (23 miles from Conroe, TX)
- 27 days 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....
- The Woodlands, TX (11 miles from Conroe, TX)
- 30+ days ago
- The Woodlands, TX (11 miles from Conroe, TX)
- 30+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Montgomery, TX (14 miles from Conroe, TX)
- 60+ days ago
- Montgomery, TX (14 miles from Conroe, TX)
- 60+ days ago
As a Personal Banker within PNC's retail organization, you will be based in Montgomery, TX in the Montgomery branch location. Bilingual Spanish Preferred....
- The Woodlands, TX (11 miles from Conroe, TX)
- 60+ days ago
- The Woodlands, TX (11 miles from Conroe, TX)
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Conroe, TX
Moving to Conroe, TX? Find some basic demographic data about Conroe, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Conroe, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Conroe, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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