Personal Banker Jobs in Katy, 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 - Buffalo Speedway
- Houston, TX (22 miles from Katy, TX)
- 11 hours ago
- Houston, TX (22 miles from Katy, TX)
- 11 hours ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Buffalo Speedway branch. Bilingual Spanish preferred....
Personal Banker - Highland Village
- Houston, TX (22 miles from Katy, TX)
- 11 hours ago
- Houston, TX (22 miles from Katy, TX)
- 11 hours 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....
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...
Personal Banker - Buffalo Speedway
- Houston, TX (20 miles from Katy, TX)
- 2 days ago
- Houston, TX (20 miles from Katy, TX)
- 2 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Buffalo Speedway branch. Bilingual Spanish preferred....
Personal Banker Associate - Houston Float
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX. Bilingual Spanish Preferred....
Personal Banker Barker Cypress
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX in the Barker Cypress branch location. Bilingual Spanish Preferred....
Roving Personal Banker for Fort Bend
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days 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....
Personal Banker - Houston Plaza
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Houston Plaza branch. Bilingual Spanish preferred....
- Sugar Land, TX (15 miles from Katy, TX)
- 3 days ago
- Sugar Land, TX (15 miles from Katy, TX)
- 3 days ago
Req ID: 76862 Location: Sugarland -SGLND Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/31/2025 BOK Financial Corporation...
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Kirby-Houston, TX
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Bay Area Blvd-Houston, TX
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Heritage Green - Magnolia, TX
- Magnolia, TX (24 miles from Katy, TX)
- 4 days ago
- Magnolia, TX (24 miles from Katy, 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 (18 miles from Katy, TX)
- 4 days ago
- Houston, TX (18 miles from Katy, TX)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX. Bilingual Spanish Preferred....
Demographic Data for Katy, TX
Moving to Katy, TX? Find some basic demographic data about Katy, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Katy, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Katy, 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
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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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