Personal Banker Jobs in Pasadena, 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.
Private Client Banker - Medical Branch-Houston, TX
- Houston, TX (10 miles from Pasadena, TX)
- 1 hour ago
- Houston, TX (10 miles from Pasadena, TX)
- 1 hour ago
JobID: 210621120 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-07T17:27:27+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Private Client Banker -Memorial Villages-Houston, TX
- Houston, TX (10 miles from Pasadena, TX)
- 1 hour ago
- Houston, TX (10 miles from Pasadena, TX)
- 1 hour ago
JobID: 210643668 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-07T23:01:09+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Missouri City, TX (22 miles from Pasadena, TX)
- 13 hours ago
- Missouri City, TX (22 miles from Pasadena, TX)
- 13 hours 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...
Personal Banker Spanish Required Southwest Houston
- Houston, TX (10 miles from Pasadena, TX)
- 13 hours ago
- Houston, TX (10 miles from Pasadena, TX)
- 13 hours 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....
Personal Banker I (Part-Time)- Retail (Bellaire, TX, US, 77401)
- Bellaire, TX (15 miles from Pasadena, TX)
- 1 day ago
- Bellaire, TX (15 miles from Pasadena, TX)
- 1 day ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker II (Bellaire, TX, US, 77401)
- Bellaire, TX (15 miles from Pasadena, TX)
- 1 day ago
- Bellaire, TX (15 miles from Pasadena, TX)
- 1 day ago
Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
Financial Advisor (Houston, TX, US, 77001)
- Houston, TX (10 miles from Pasadena, TX)
- 1 day ago
- Houston, TX (10 miles from Pasadena, TX)
- 1 day ago
Req ID: 76521 Location: Houston -HOUS Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial Corporation Group includes...
Bilingual Associate Personal Banker (SAFE) - Writ & Long Point
- Houston, TX (10 miles from Pasadena, TX)
- 1 day ago
- Houston, TX (10 miles from Pasadena, TX)
- 1 day 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....
Bilingual Associate Personal Banker (SAFE)
- Houston, TX (10 miles from Pasadena, TX)
- 1 day ago
- Houston, TX (10 miles from Pasadena, TX)
- 1 day 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 (10 miles from Pasadena, TX)
- 4 days ago
- Houston, TX (10 miles from Pasadena, TX)
- 4 days ago
Client Service Consultant Sales Match Houston, Texas, United States 3 days ago Quick Job type Full-time Remote Quick Job description Job Title : Remote Client Service Consultant Hourly Pay : $18 -...
Remote Work- Friendswood, TX (11 miles from Pasadena, TX)
- 5 days ago
- Friendswood, TX (11 miles from Pasadena, TX)
- 5 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...
Personal Banker (Full Time) - SW Medical
- Houston, TX (10 miles from Pasadena, TX)
- 5 days ago
- Houston, TX (10 miles from Pasadena, TX)
- 5 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
2026 January Financial Advisor Development Program - Houston
- Houston, TX (10 miles from Pasadena, TX)
- 6 days ago
- Houston, TX (10 miles from Pasadena, TX)
- 6 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
Associate Personal Banker (SAFE) - Channelview
- Channelview, TX (8 miles from Pasadena, TX)
- 7 days ago
- Channelview, TX (8 miles from Pasadena, TX)
- 7 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....
Demographic Data for Pasadena, TX
Moving to Pasadena, TX? Find some basic demographic data about Pasadena, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pasadena, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pasadena, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »