Personal Banker Jobs in Stafford, 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.
- Pasadena, TX (21 miles from Stafford, TX)
- 18 hours ago
- Pasadena, TX (21 miles from Stafford, TX)
- 18 hours ago
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) - Wirt & Long Point
- Houston, TX (15 miles from Stafford, TX)
- 1 day ago
- Houston, TX (15 miles from Stafford, 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 (15 miles from Stafford, TX)
- 1 day ago
- Houston, TX (15 miles from Stafford, TX)
- 1 day ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker - East Houston
- Houston, TX (15 miles from Stafford, TX)
- 1 day ago
- Houston, TX (15 miles from Stafford, TX)
- 1 day ago
As a Personal Banker within PNC's retail banking organization, you will be based in Houston, TX at the For I-10 & Federal branch. Bilingual Spanish preferred....
- Bellaire, TX (8 miles from Stafford, TX)
- 1 day ago
- Bellaire, TX (8 miles from Stafford, TX)
- 1 day ago
Job Description The Personal Banker II provides the best client experience possible for BOKFs clients....
Personal Banker in Southeast Houston
- Pasadena, TX (21 miles from Stafford, TX)
- 3 days ago
- Pasadena, TX (21 miles from Stafford, 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....
Roving Associate Personal Banker (SAFE) - SE Gulf Coast District
- Alvin, TX (24 miles from Stafford, TX)
- 3 days ago
- Alvin, TX (24 miles from Stafford, TX)
- 3 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....
Satellite Personal Financial Representative - UT Health
- Houston, TX (15 miles from Stafford, TX)
- 5 days ago
- Houston, TX (15 miles from Stafford, TX)
- 5 days ago
Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General...
- Houston, TX (15 miles from Stafford, TX)
- 6 days ago
- Houston, TX (15 miles from Stafford, TX)
- 6 days ago
Personal Banker Job Poster : Jobs Skills:Personal Banker, customer rep | Location: Houston, Texas, United States Of America Views:1 One of our client (regional bank) is looking for personal banker with...
Roving Personal Banker for Southwest Houston
- Houston, TX (15 miles from Stafford, TX)
- 7 days ago
- Houston, TX (15 miles from Stafford, TX)
- 7 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....
Financial Advisor - Career Change Opportunity
- Sugar Land, TX (4 miles from Stafford, TX)
- 7 days ago
- Sugar Land, TX (4 miles from Stafford, TX)
- 7 days ago
Financial Advisor - Career Change Opportunity Edward Jones 3.8 (16) Sugar Land, TX Why you should apply for a job to Edward Jones: 63% say women are treated fairly and equally to men 73% say the...
- Houston, TX (15 miles from Stafford, TX)
- 7 days ago
- Houston, TX (15 miles from Stafford, TX)
- 7 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Houston, TX (15 miles from Stafford, TX)
- 12 days ago
- Houston, TX (15 miles from Stafford, TX)
- 12 days ago
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Houston or Dallas, Texas (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the...
Personal Banker Grant and Louetta
- Cypress, TX (24 miles from Stafford, TX)
- 14 days ago
- Cypress, TX (24 miles from Stafford, TX)
- 14 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....
- Houston, TX (15 miles from Stafford, TX)
- 14 days ago
- Houston, TX (15 miles from Stafford, TX)
- 14 days ago
As a Branch Manager within PNC's Retail Banking organization, you will be based in Houston, TX at the Bissonnet branch. Bilingual Spanish preferred....
Demographic Data for Stafford, TX
Moving to Stafford, TX? Find some basic demographic data about Stafford, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stafford, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stafford, 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- 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 »