Personal Banker Jobs in Magnolia, 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.
- Katy, TX (24 miles from Magnolia, TX)
- 1 day ago
- Katy, TX (24 miles from Magnolia, TX)
- 1 day ago
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...
- Spring, TX (20 miles from Magnolia, TX)
- 3 days ago
- Spring, TX (20 miles from Magnolia, TX)
- 3 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....
Private Client Banker -Katy Freeway-Katy, TX
- Katy, TX (24 miles from Magnolia, TX)
- 5 days ago
- Katy, TX (24 miles from Magnolia, TX)
- 5 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Tomball, TX (7 miles from Magnolia, TX)
- 9 days ago
- Tomball, TX (7 miles from Magnolia, TX)
- 9 days ago
As a Personal Banker within PNC's retail organization, you will be based in Tomball, TX....
- Katy, TX (24 miles from Magnolia, TX)
- 14 days ago
- Katy, TX (24 miles from Magnolia, TX)
- 14 days ago
Originate consumer lending products including home equity loans and lines of credit (NMLS registration required)....
- The Woodlands, TX (13 miles from Magnolia, TX)
- 17 days ago
- The Woodlands, TX (13 miles from Magnolia, TX)
- 17 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker (Full Time) - Magnolia 3.2 3.2 out of 5 stars 18935 FM 1488 Rd, Magnolia, TX 77355 External Applicants: Please apply through Prosperity Bank's Career Center at....
- Katy, TX (24 miles from Magnolia, TX)
- 30+ days ago
- Katy, TX (24 miles from Magnolia, TX)
- 30+ days ago
Personal Banker (Full Time) - Katy Spring Green Full Time CSR - Banking Center Katy, TX, US 2025-07-19T06:04:17.356Z Yesterday Requisition ID: 9324 External Applicants: Please through Prosperity Bank's...
- The Woodlands, TX (13 miles from Magnolia, TX)
- 45+ days ago
- The Woodlands, TX (13 miles from Magnolia, 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 (13 miles from Magnolia, TX)
- 90+ days ago
- The Woodlands, TX (13 miles from Magnolia, 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 (13 miles from Magnolia, TX)
- 90+ days ago
- The Woodlands, TX (13 miles from Magnolia, 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...
- The Woodlands, TX (13 miles from Magnolia, TX)
- 90+ days ago
- The Woodlands, TX (13 miles from Magnolia, 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 Magnolia, TX
Moving to Magnolia, TX? Find some basic demographic data about Magnolia, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Magnolia, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Magnolia, 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
- 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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