Personal Banker Jobs in Huffman, 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.
- Atascocita, TX (7 miles from Huffman, TX)
- 1 day ago
- Atascocita, TX (7 miles from Huffman, 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....
- Humble, TX (11 miles from Huffman, TX)
- 4 days ago
- Humble, TX (11 miles from Huffman, 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/Member Services Representative III
- The Woodlands, TX (22 miles from Huffman, TX)
- 5 days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 5 days ago
Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products....
US Experienced Financial Advisor
- The Woodlands, TX (22 miles from Huffman, TX)
- 5 days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 5 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Spring, TX (16 miles from Huffman, TX)
- 5 days ago
- Spring, TX (16 miles from Huffman, TX)
- 5 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....
- Atascocita, TX (7 miles from Huffman, TX)
- 7 days ago
- Atascocita, TX (7 miles from Huffman, TX)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- The Woodlands, TX (22 miles from Huffman, TX)
- 19 days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 19 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Bilingual Spanish Required Personal Banker Kingwood - Northpark
- Kingwood, TX (11 miles from Huffman, TX)
- 20 days ago
- Kingwood, TX (11 miles from Huffman, TX)
- 20 days ago
As a Personal Banker within PNC's retail organization, you will be based in Montgomery, TX. Bilingual Spanish Required....
Financial Advisor - Huffman, TX - Market 24, Region 024
- Huffman, TX
- 30+ days ago
- Huffman, TX
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 14-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- The Woodlands, TX (22 miles from Huffman, TX)
- 45+ days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 45+ days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX. Bilingual Spanish Preferred....
Merrill Experienced Financial Advisor
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Merrill Market Client Relationship Manager
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Humble, TX (11 miles from Huffman, TX)
- 90+ days ago
- Humble, TX (11 miles from Huffman, TX)
- 90+ days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
- The Woodlands, TX (22 miles from Huffman, TX)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Huffman, TX
Moving to Huffman, TX? Find some basic demographic data about Huffman, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huffman, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huffman, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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