Personal Banker Jobs in Waller, 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 290 & Spring Cypress
- Cypress, TX (16 miles from Waller, TX)
- 9 hours ago
- Cypress, TX (16 miles from Waller, TX)
- 9 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....
Personal Banker Westheimer Pkwy
- Katy, TX (21 miles from Waller, TX)
- 1 day ago
- Katy, TX (21 miles from Waller, 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 Roving Katy District
- Katy, TX (21 miles from Waller, TX)
- 1 day ago
- Katy, TX (21 miles from Waller, TX)
- 1 day 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....
Personal Banker Tomball Town Center
- Tomball, TX (20 miles from Waller, TX)
- 4 days ago
- Tomball, TX (20 miles from Waller, 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....
Personal Banker (Full Time)- Tomball
- Tomball, TX (20 miles from Waller, TX)
- 9 days ago
- Tomball, TX (20 miles from Waller, TX)
- 9 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...
- Katy, TX (21 miles from Waller, TX)
- 11 days ago
- Katy, TX (21 miles from Waller, TX)
- 11 days ago
Personal Banker (Full Time) - Katy Spring Green Full Time CSR - Banking Center Katy, TX, US 2 days ago Requisition ID: 8897 *A pre-employment credit check will be performed on all qualified applicants...
Personal Banker (Full Time) - Katy Spring Green
- Katy, TX (21 miles from Waller, TX)
- 14 days ago
- Katy, TX (21 miles from Waller, TX)
- 14 days ago
MINIMUM QUALIFICATIONS: · Minimum High School diploma or GED · Minimum 1 year Personal Banker experience · Basic computer skills-ability to interact with clients using banking technology · Organized...
- Cypress, TX (16 miles from Waller, TX)
- 29 days ago
- Cypress, TX (16 miles from Waller, 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...
- Montgomery, TX (22 miles from Waller, TX)
- 30+ days ago
- Montgomery, TX (22 miles from Waller, TX)
- 30+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Tomball, TX (20 miles from Waller, TX)
- 60+ days ago
- Tomball, TX (20 miles from Waller, TX)
- 60+ days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
Demographic Data for Waller, TX
Moving to Waller, TX? Find some basic demographic data about Waller, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waller, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waller, 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
- Financial Services
- Wealth Management
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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