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.
- Willis, TX (20 miles from Magnolia, TX)
- 3 days ago
- Willis, TX (20 miles from Magnolia, TX)
- 3 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Personal Banker/Member Services Representative III
- The Woodlands, TX (13 miles from Magnolia, TX)
- 7 days ago
- The Woodlands, TX (13 miles from Magnolia, TX)
- 7 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...
Private Client Banker - Creekside, Tomball TX
- Tomball, TX (7 miles from Magnolia, TX)
- 14 days ago
- Tomball, TX (7 miles from Magnolia, TX)
- 14 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...
Merrill Experienced Financial Advisor
- The Woodlands, TX (13 miles from Magnolia, TX)
- 17 days ago
- The Woodlands, TX (13 miles from Magnolia, TX)
- 17 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 Market Client Relationship Manager
- The Woodlands, TX (13 miles from Magnolia, TX)
- 20 days ago
- The Woodlands, TX (13 miles from Magnolia, TX)
- 20 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....
Personal Banker - Spring Market
- Spring, TX (20 miles from Magnolia, TX)
- 21 days ago
- Spring, TX (20 miles from Magnolia, TX)
- 21 days ago
The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union products and services....
Personal Banker (Full Time) - Cinco Ranch
- Katy, TX (24 miles from Magnolia, TX)
- 30+ days ago
- Katy, TX (24 miles from Magnolia, TX)
- 30+ days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- The Woodlands, TX (13 miles from Magnolia, TX)
- 45+ days ago
- The Woodlands, TX (13 miles from Magnolia, TX)
- 45+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Katy, TX (24 miles from Magnolia, TX)
- 45+ days ago
- Katy, TX (24 miles from Magnolia, TX)
- 45+ days ago
Personal Banker (Full Time) - Katy Spring Green Full Time CSR - Banking Center Katy, TX, US 2 days ago Requisition ID: 8897 *A pre-employment credit check will be performed on all qualified applicants...
- Cypress, TX (14 miles from Magnolia, TX)
- 60+ days ago
- Cypress, TX (14 miles from Magnolia, TX)
- 60+ days ago
Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their...
- Montgomery, TX (9 miles from Magnolia, TX)
- 60+ days ago
- Montgomery, TX (9 miles from Magnolia, TX)
- 60+ days ago
As a Personal Banker within PNC's retail organization, you will be based in Montgomery, TX in the Montgomery branch location. Bilingual Spanish Preferred....
- 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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