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.
Financial Advisor - Certification Provided
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
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...
- 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 Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
IT Customer Relationship Manager
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
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...
Personal Banker/Member Services Representative III
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
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...
Bilingual Spanish Personal Banker Carpenters Landing
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
As a Personal Banker within PNC' retail organization, you will be based in Houston, TX. Bilingual Spanish Required....
Private Client Banker - Memorial Villages-Houston, TX
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
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...
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
This Personal Banker position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers....
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
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...
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX. Bilingual Spanish Preferred....
Personal Financial Representative-TX
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
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 WorkPrivate Client Banker - Creekside, Tomball TX
- Tomball, TX (21 miles from Katy, TX)
- 11 days ago
- Tomball, TX (21 miles from Katy, TX)
- 11 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Katy, TX (8 miles from Katy, TX)
- 11 days ago
- Katy, TX (8 miles from Katy, TX)
- 11 days ago
As a Personal Banker within PNC's retail organization, you will be based in Katy, TX. Bilingual Spanish Preferred....
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 (18 miles from Katy, TX)
- 11 days ago
- Bellaire, TX (18 miles from Katy, TX)
- 11 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Merrill Experienced Financial Advisor
- Houston, TX (22 miles from Katy, TX)
- 14 days ago
- Houston, TX (22 miles from Katy, TX)
- 14 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....
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
- 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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