Personal Banker Jobs in Shenandoah, 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.
- Humble, TX (18 miles from Shenandoah, TX)
- 3 days ago
- Humble, TX (18 miles from Shenandoah, 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....
Personal Banker Sterling Ridge
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 4 days ago
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX in the Sterling Ridge branch location. Bilingual Spanish Preferred....
Private Client Banker -Rayford Rd and Imperial Oaks-Spring TX
- Spring, TX (10 miles from Shenandoah, TX)
- 4 days ago
- Spring, TX (10 miles from Shenandoah, TX)
- 4 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...
Personal Banker Grant and Louetta
- Cypress, TX (18 miles from Shenandoah, TX)
- 12 days ago
- Cypress, TX (18 miles from Shenandoah, TX)
- 12 days ago
As a Personal Banker within PNC's retail organization, you will be based in Cypress, TX in the Grant and Louetta branch location. Bilingual Spanish Preferred....
- Atascocita, TX (23 miles from Shenandoah, TX)
- 13 days ago
- Atascocita, TX (23 miles from Shenandoah, TX)
- 13 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 13 days ago
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 13 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Merrill Experienced Financial Advisor
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 30+ days ago
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 30+ 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 (2 miles from Shenandoah, TX)
- 30+ days ago
- The Woodlands, TX (2 miles from Shenandoah, TX)
- 30+ 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 (10 miles from Shenandoah, TX)
- 30+ days ago
- Spring, TX (10 miles from Shenandoah, TX)
- 30+ days ago
The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union products and services....
- Humble, TX (18 miles from Shenandoah, TX)
- 45+ days ago
- Humble, TX (18 miles from Shenandoah, TX)
- 45+ days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
- Cypress, TX (18 miles from Shenandoah, TX)
- 90+ days ago
- Cypress, TX (18 miles from Shenandoah, TX)
- 90+ 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 (14 miles from Shenandoah, TX)
- 90+ days ago
- Montgomery, TX (14 miles from Shenandoah, TX)
- 90+ 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 (2 miles from Shenandoah, TX)
- 90+ days ago
- The Woodlands, TX (2 miles from Shenandoah, 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 Shenandoah, TX
Moving to Shenandoah, TX? Find some basic demographic data about Shenandoah, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shenandoah, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shenandoah, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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