Personal Banker Jobs in The Woodlands, 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.
- Willis, TX (20 miles from The Woodlands, TX)
- 1 hour ago
- Willis, TX (20 miles from The Woodlands, TX)
- 1 hour ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Conroe, TX (11 miles from The Woodlands, TX)
- 1 hour ago
- Conroe, TX (11 miles from The Woodlands, TX)
- 1 hour ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Personal Banker Kingwood & West Lake Houston Pkwy
- Kingwood, TX (15 miles from The Woodlands, TX)
- 1 day ago
- Kingwood, TX (15 miles from The Woodlands, 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....
Personal Banker/Member Services Representative III
- The Woodlands, TX
- 4 days ago
- The Woodlands, TX
- 4 days ago
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
Private Client Banker - Creekside, Tomball TX
- Tomball, TX (7 miles from The Woodlands, TX)
- 11 days ago
- Tomball, TX (7 miles from The Woodlands, TX)
- 11 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...
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
- 17 days ago
- The Woodlands, TX
- 17 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 (7 miles from The Woodlands, TX)
- 18 days ago
- Spring, TX (7 miles from The Woodlands, TX)
- 18 days ago
The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union products and services....
- Houston, TX (23 miles from The Woodlands, TX)
- 30+ days ago
- Houston, TX (23 miles from The Woodlands, TX)
- 30+ days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX in the Heights branch location. Bilingual Spanish Preferred....
Financial Advisor - Paid Training Provided
- Huffman, TX (22 miles from The Woodlands, TX)
- 30+ days ago
- Huffman, TX (22 miles from The Woodlands, TX)
- 30+ days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Humble, TX (15 miles from The Woodlands, TX)
- 30+ days ago
- Humble, TX (15 miles from The Woodlands, TX)
- 30+ days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Cypress, TX (17 miles from The Woodlands, TX)
- 60+ days ago
- Cypress, TX (17 miles from The Woodlands, TX)
- 60+ 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 (16 miles from The Woodlands, TX)
- 60+ days ago
- Montgomery, TX (16 miles from The Woodlands, TX)
- 60+ 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
- 60+ days ago
- The Woodlands, TX
- 60+ 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 The Woodlands, TX
Moving to The Woodlands, TX? Find some basic demographic data about The Woodlands, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in The Woodlands, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in The Woodlands, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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