Personal Banker Jobs in Sugar Land, 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.
Personal Banker Associate - Town & Country
- Houston, TX (18 miles from Sugar Land, TX)
- 17 hours ago
- Houston, TX (18 miles from Sugar Land, TX)
- 17 hours ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Private Client Banker - Hiring Event - Sugar Land, TX
- Katy, TX (15 miles from Sugar Land, TX)
- 19 hours ago
- Katy, TX (15 miles from Sugar Land, TX)
- 19 hours ago
JobID: 210645233 Category: Senior Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-10T14:21:53+00:00 JobShift: : You have a passion for taking care of our customers and employees...
- Richmond, TX (5 miles from Sugar Land, TX)
- 22 hours ago
- Richmond, TX (5 miles from Sugar Land, TX)
- 22 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....
- Katy, TX (15 miles from Sugar Land, TX)
- 1 day ago
- Katy, TX (15 miles from Sugar Land, 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....
Private Client Banker - Hiring Event - Sugar Land, TX
- Sugar Land, TX
- 1 day ago
- Sugar Land, TX
- 1 day 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 (Part-Time)- Retail
- Bellaire, TX (11 miles from Sugar Land, TX)
- 1 day ago
- Bellaire, TX (11 miles from Sugar Land, TX)
- 1 day ago
Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
- Bellaire, TX (11 miles from Sugar Land, TX)
- 1 day ago
- Bellaire, TX (11 miles from Sugar Land, TX)
- 1 day ago
Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Katy, TX (15 miles from Sugar Land, TX)
- 1 day ago
- Katy, TX (15 miles from Sugar Land, TX)
- 1 day ago
As a Personal Banker within PNC's retail organization, you will be based in Katy, TX. Bilingual Spanish Preferred....
Private Client Banker-Tanglewood-Houston, TX
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
JobID: 210629417 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-08T21:12:21+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Personal Financial Representative
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers....
Remote WorkPrivate Client Banker -Memorial Villages-Houston, TX
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days 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...
Personal Banker Spanish Required Southwest Houston
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, 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 I (Part-Time)- Retail (Bellaire, TX, US, 77401)
- Bellaire, TX (11 miles from Sugar Land, TX)
- 3 days ago
- Bellaire, TX (11 miles from Sugar Land, TX)
- 3 days 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 (11 miles from Sugar Land, TX)
- 3 days ago
- Bellaire, TX (11 miles from Sugar Land, TX)
- 3 days ago
Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
Demographic Data for Sugar Land, TX
Moving to Sugar Land, TX? Find some basic demographic data about Sugar Land, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sugar Land, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sugar Land, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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