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.
Roving Personal Banker - Woodlands North District
- Conroe, TX (11 miles from The Woodlands, TX)
- 9 hours ago
- Conroe, TX (11 miles from The Woodlands, TX)
- 9 hours 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
- Atascocita, TX (20 miles from The Woodlands, TX)
- 1 day ago
- Atascocita, TX (20 miles from The Woodlands, TX)
- 1 day 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)
- 1 day ago
- Humble, TX (15 miles from The Woodlands, TX)
- 1 day ago
As a Personal Banker within PNC's retail banking organization, you will be based in Humble, TX at the Atascocita branch. Bilingual Preferred Spanish....
- Humble, TX (15 miles from The Woodlands, TX)
- 2 days ago
- Humble, TX (15 miles from The Woodlands, TX)
- 2 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 Tomball Town Center
- Tomball, TX (7 miles from The Woodlands, TX)
- 3 days ago
- Tomball, TX (7 miles from The Woodlands, 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 (Full Time)- Tomball
- Tomball, TX (7 miles from The Woodlands, TX)
- 8 days ago
- Tomball, TX (7 miles from The Woodlands, TX)
- 8 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Spring Cypress and 2920 Spring TX
- Spring, TX (7 miles from The Woodlands, TX)
- 10 days ago
- Spring, TX (7 miles from The Woodlands, TX)
- 10 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...
- Humble, TX (15 miles from The Woodlands, TX)
- 12 days ago
- Humble, TX (15 miles from The Woodlands, TX)
- 12 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Cypress, TX (17 miles from The Woodlands, TX)
- 29 days ago
- Cypress, TX (17 miles from The Woodlands, TX)
- 29 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...
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- The Woodlands, TX (5 miles from The Woodlands, TX)
- 29 days ago
- The Woodlands, TX (5 miles from The Woodlands, TX)
- 29 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Montgomery, TX (16 miles from The Woodlands, TX)
- 29 days ago
- Montgomery, TX (16 miles from The Woodlands, TX)
- 29 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- The Woodlands, TX
- 30+ days ago
- The Woodlands, TX
- 30+ 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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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