Personal Banker Jobs in Cypress, 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.
Bilingual Personal Banker (Full Time) - River Oaks
- Houston, TX (24 miles from Cypress, TX)
- 2 hours ago
- Houston, TX (24 miles from Cypress, TX)
- 2 hours ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
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 (9 miles from Cypress, TX)
- 1 day ago
- Katy, TX (9 miles from Cypress, TX)
- 1 day 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 Roving Katy District
- Katy, TX (9 miles from Cypress, TX)
- 1 day ago
- Katy, TX (9 miles from Cypress, TX)
- 1 day 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....
Roving Personal Banker - Woodlands North District
- Spring, TX (20 miles from Cypress, TX)
- 1 day ago
- Spring, TX (20 miles from Cypress, TX)
- 1 day 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....
- Houston, TX (24 miles from Cypress, TX)
- 1 day ago
- Houston, TX (24 miles from Cypress, TX)
- 1 day 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 (23 miles from Cypress, TX)
- 1 day ago
- Sugar Land, TX (23 miles from Cypress, TX)
- 1 day 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 (24 miles from Cypress, TX)
- 2 days ago
- Houston, TX (24 miles from Cypress, TX)
- 2 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...
Personal Banker in Fort Bend District
- Houston, TX (24 miles from Cypress, TX)
- 2 days ago
- Houston, TX (24 miles from Cypress, TX)
- 2 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 (24 miles from Cypress, TX)
- 3 days ago
- Houston, TX (24 miles from Cypress, TX)
- 3 days ago
Description & Requirements You will have the opportunity to work with multiple clients and lead high-performing teams to execute consulting projects for clients in the Financial Services industry...
Personal Banker - Victoria Sam Houston
- Houston, TX (24 miles from Cypress, TX)
- 4 days ago
- Houston, TX (24 miles from Cypress, 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....
Personal Banker Tomball Town Center
- Tomball, TX (12 miles from Cypress, TX)
- 4 days ago
- Tomball, TX (12 miles from Cypress, 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 (24 miles from Cypress, TX)
- 6 days ago
- Houston, TX (24 miles from Cypress, TX)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker Spanish Required Braeburn
- Houston, TX (24 miles from Cypress, TX)
- 7 days ago
- Houston, TX (24 miles from Cypress, TX)
- 7 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 Highland Village
- Houston, TX (24 miles from Cypress, TX)
- 7 days ago
- Houston, TX (24 miles from Cypress, TX)
- 7 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
Demographic Data for Cypress, TX
Moving to Cypress, TX? Find some basic demographic data about Cypress, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cypress, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cypress, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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