Personal Banker Jobs in Montgomery, 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.
- Tomball, TX (13 miles from Montgomery, TX)
- 20 hours ago
- Tomball, TX (13 miles from Montgomery, TX)
- 20 hours ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Magnolia, TX (9 miles from Montgomery, TX)
- 3 days ago
- Magnolia, TX (9 miles from Montgomery, TX)
- 3 days ago
We're one of the premier financial advisory firms in Texas, providing advanced wealth management and financial planning services to successful individuals, families, and business owners....
Financial Advisor - PNC Investments
- Tomball, TX (13 miles from Montgomery, TX)
- 6 days ago
- Tomball, TX (13 miles from Montgomery, TX)
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Private Client Banker-Spring, TX
- Spring, TX (24 miles from Montgomery, TX)
- 11 days ago
- Spring, TX (24 miles from Montgomery, TX)
- 11 days ago
JobID: 210620786 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-25T13:32:15+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Roving Personal Banker - Woodlands North District
- The Woodlands, TX (16 miles from Montgomery, TX)
- 12 days ago
- The Woodlands, TX (16 miles from Montgomery, TX)
- 12 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....
- The Woodlands, TX (16 miles from Montgomery, TX)
- 22 days ago
- The Woodlands, TX (16 miles from Montgomery, TX)
- 22 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- The Woodlands, TX (16 miles from Montgomery, TX)
- 30+ days ago
- The Woodlands, TX (16 miles from Montgomery, TX)
- 30+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Cypress, TX (23 miles from Montgomery, TX)
- 30+ days ago
- Cypress, TX (23 miles from Montgomery, TX)
- 30+ 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...
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Tomball, TX (13 miles from Montgomery, TX)
- 60+ days ago
- Tomball, TX (13 miles from Montgomery, TX)
- 60+ days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
- The Woodlands, TX (16 miles from Montgomery, TX)
- 45+ days ago
- The Woodlands, TX (16 miles from Montgomery, TX)
- 45+ 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 Montgomery, TX
Moving to Montgomery, TX? Find some basic demographic data about Montgomery, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Montgomery, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Montgomery, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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