Personal Banker Jobs in Fulshear, 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.
Financial Advisor - Career Change Opportunity
- Sugar Land, TX (17 miles from Fulshear, TX)
- 5 days ago
- Sugar Land, TX (17 miles from Fulshear, TX)
- 5 days ago
Financial Advisor - Career Change Opportunity Edward Jones 3.8 (16) Sugar Land, TX Why you should apply for a job to Edward Jones: 63% say women are treated fairly and equally to men 73% say the...
Personal Banker Grant and Louetta
- Cypress, TX (23 miles from Fulshear, TX)
- 12 days ago
- Cypress, TX (23 miles from Fulshear, TX)
- 12 days ago
As a Personal Banker within PNC's retail organization, you will be based in Cypress, TX in the Grant and Louetta branch location. Bilingual Spanish Preferred....
- Sugar Land, TX (17 miles from Fulshear, TX)
- 30+ days ago
- Sugar Land, TX (17 miles from Fulshear, TX)
- 30+ days ago
We are currently seeking a Personal Banker for our Sugar Land location. Bilingual (English/Spanish is preferred)....
Personal Banker (Full Time) -East Bernard
- East Bernard, TX (20 miles from Fulshear, TX)
- 45+ days ago
- East Bernard, TX (20 miles from Fulshear, TX)
- 45+ days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Stafford, TX (21 miles from Fulshear, TX)
- 60+ days ago
- Stafford, TX (21 miles from Fulshear, TX)
- 60+ days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
- Cypress, TX (23 miles from Fulshear, TX)
- 90+ days ago
- Cypress, TX (23 miles from Fulshear, TX)
- 90+ 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...
Personal Banker Associate - Sugar Land
- Sugar Land, TX (17 miles from Fulshear, TX)
- 90+ days ago
- Sugar Land, TX (17 miles from Fulshear, TX)
- 90+ days ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Financial Advisor - Houston Federal Credit Union
- Sugar Land, TX (17 miles from Fulshear, TX)
- 90+ days ago
- Sugar Land, TX (17 miles from Fulshear, TX)
- 90+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Demographic Data for Fulshear, TX
Moving to Fulshear, TX? Find some basic demographic data about Fulshear, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fulshear, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fulshear, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »