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.
Job Overview** This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Kingwood & West Lake Houston Pkwy
- Kingwood, TX (17 miles from Houston, TX)
- 1 day ago
- Kingwood, TX (17 miles from Houston, 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....
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....
Cimarron is seeking IT Customer Relationship Managers to support the Missile Defense Agency (MDA) on the Integrated Research and Development for Enterprise Solutions (IRES) contract at the...
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
As a Personal Banker within PNC' retail organization, you will be based in Houston, TX. Bilingual Spanish Required....
JobID: 210632737 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-03T19:23:05+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX. Bilingual Spanish Preferred....
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Katy, TX (22 miles from Houston, TX)
- 11 days ago
- Katy, TX (22 miles from Houston, TX)
- 11 days ago
As a Personal Banker within PNC's retail organization, you will be based in Katy, TX. Bilingual Spanish Preferred....
Personal Banker I (Part-Time)- Retail
- Bellaire, TX (7 miles from Houston, TX)
- 11 days ago
- Bellaire, TX (7 miles from Houston, TX)
- 11 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial...
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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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