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.
- Atascocita, TX (20 miles from The Woodlands, TX)
- 4 days ago
- Atascocita, TX (20 miles from The Woodlands, TX)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Aug-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)
- 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....
- Spring, TX (7 miles from The Woodlands, TX)
- 3 days ago
- Spring, 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 Heritage Green - Magnolia, TX
- Magnolia, TX (13 miles from The Woodlands, TX)
- 4 days ago
- Magnolia, TX (13 miles from The Woodlands, TX)
- 4 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....
- Houston, TX (23 miles from The Woodlands, TX)
- 4 days ago
- Houston, TX (23 miles from The Woodlands, TX)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX. Bilingual Spanish Preferred....
- Conroe, TX (11 miles from The Woodlands, TX)
- 8 days ago
- Conroe, TX (11 miles from The Woodlands, TX)
- 8 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
- Tomball, TX (7 miles from The Woodlands, TX)
- 9 days ago
- Tomball, TX (7 miles from The Woodlands, TX)
- 9 days ago
As a Personal Banker within PNC's retail organization, you will be based in Tomball, TX....
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Bilingual Spanish Required Personal Banker Kingwood - Northpark
- Kingwood, TX (15 miles from The Woodlands, TX)
- 18 days ago
- Kingwood, TX (15 miles from The Woodlands, TX)
- 18 days ago
As a Personal Banker within PNC's retail organization, you will be based in Montgomery, TX. Bilingual Spanish Required....
Personal Banker (Full Time) - Magnolia
- Magnolia, TX (13 miles from The Woodlands, TX)
- 30+ days ago
- Magnolia, TX (13 miles from The Woodlands, TX)
- 30+ days ago
Personal Banker (Full Time) - Magnolia 3.2 3.2 out of 5 stars 18935 FM 1488 Rd, Magnolia, TX 77355 External Applicants: Please apply through Prosperity Bank's Career Center at....
Financial Advisor - Huffman, TX - Market 24, Region 024
- Huffman, TX (22 miles from The Woodlands, TX)
- 30+ days ago
- Huffman, TX (22 miles from The Woodlands, TX)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 14-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
As a Personal Banker within PNC's retail organization, you will be based in The Woodlands, TX. Bilingual Spanish Preferred....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Merrill Market Client Relationship Manager
- The Woodlands, TX
- 90+ days ago
- The Woodlands, TX
- 90+ 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...
- Humble, TX (15 miles from The Woodlands, TX)
- 90+ days ago
- Humble, TX (15 miles from The Woodlands, TX)
- 90+ days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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