Personal Banker Jobs in Houston, 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 Westheimer Pkwy
- Katy, TX (22 miles from Houston, TX)
- 16 hours ago
- Katy, TX (22 miles from Houston, TX)
- 16 hours 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 (22 miles from Houston, TX)
- 16 hours ago
- Katy, TX (22 miles from Houston, TX)
- 16 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....
Roving Personal Banker - Woodlands North District
- Spring, TX (21 miles from Houston, TX)
- 16 hours ago
- Spring, TX (21 miles from Houston, TX)
- 16 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....
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 (18 miles from Houston, TX)
- 23 hours ago
- Sugar Land, TX (18 miles from Houston, TX)
- 23 hours 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...
Financial Advisor - Career Change Opportunity
- Atascocita, TX (19 miles from Houston, TX)
- 23 hours ago
- Atascocita, TX (19 miles from Houston, TX)
- 23 hours 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...
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...
- Humble, TX (17 miles from Houston, TX)
- 1 day ago
- Humble, TX (17 miles from Houston, TX)
- 1 day ago
As a Personal Banker within PNC's retail banking organization, you will be based in Humble, TX at the Atascocita branch. Bilingual Preferred Spanish....
- Humble, TX (17 miles from Houston, TX)
- 2 days ago
- Humble, TX (17 miles from Houston, 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....
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 (20 miles from Houston, TX)
- 2 days ago
- Webster, TX (20 miles from Houston, TX)
- 2 days ago
Personal Banker experience preferred. Previous banking experience preferred. Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
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...
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....
Limited origination of simple consumer lending products such as personal loans and credit cards....
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....
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Houston, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Houston, 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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