Personal Banker Jobs in Friendswood, 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 - Medical Center Crossing
- Houston, TX (19 miles from Friendswood, TX)
- 7 hours ago
- Houston, TX (19 miles from Friendswood, TX)
- 7 hours 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 (19 miles from Friendswood, TX)
- 8 hours ago
- Houston, TX (19 miles from Friendswood, TX)
- 8 hours 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 (5 miles from Friendswood, TX)
- 18 hours ago
- Pearland, TX (5 miles from Friendswood, TX)
- 18 hours 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 (19 miles from Friendswood, TX)
- 18 hours ago
- Houston, TX (19 miles from Friendswood, TX)
- 18 hours ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Texas City, TX (20 miles from Friendswood, TX)
- 1 day ago
- Texas City, TX (20 miles from Friendswood, TX)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
- Houston, TX (19 miles from Friendswood, TX)
- 1 day ago
- Houston, TX (19 miles from Friendswood, 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....
- Houston, TX (19 miles from Friendswood, TX)
- 2 days ago
- Houston, TX (19 miles from Friendswood, 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 (19 miles from Friendswood, TX)
- 3 days ago
- Houston, TX (19 miles from Friendswood, 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 (Full Time)- Clear Lake
- Webster, TX (3 miles from Friendswood, TX)
- 3 days ago
- Webster, TX (3 miles from Friendswood, TX)
- 3 days ago
Personal Banker experience preferred. Previous banking experience preferred. Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Houston, TX (19 miles from Friendswood, TX)
- 4 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 4 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 (19 miles from Friendswood, TX)
- 4 days ago
- Houston, TX (19 miles from Friendswood, 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 (19 miles from Friendswood, TX)
- 7 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker Spanish Required Braeburn
- Houston, TX (19 miles from Friendswood, TX)
- 7 days ago
- Houston, TX (19 miles from Friendswood, 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 (19 miles from Friendswood, TX)
- 8 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 8 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....
Interactive Specialist (Video Personal Banker)
- Houston, TX (19 miles from Friendswood, TX)
- 10 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 10 days ago
Interactive Specialist (Video Banker) Job Type: Full-time Location: Houston, Texas or Tooele, Utah All of us at Chartway stand united in our strong culture of listening and learning. We treat...
Demographic Data for Friendswood, TX
Moving to Friendswood, TX? Find some basic demographic data about Friendswood, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Friendswood, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Friendswood, 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
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