Personal Banker Jobs in Crosby, 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 - Medical Center Crossing
- Houston, TX (21 miles from Crosby, TX)
- 16 hours ago
- Houston, TX (21 miles from Crosby, TX)
- 16 hours ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Houston, TX (21 miles from Crosby, TX)
- 20 hours ago
- Houston, TX (21 miles from Crosby, TX)
- 20 hours ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Associate Bank Financial Advisor
- Houston, TX (21 miles from Crosby, TX)
- 1 day ago
- Houston, TX (21 miles from Crosby, TX)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Financial Advisor - Career Change Opportunity
- Houston, TX (21 miles from Crosby, TX)
- 1 day ago
- Houston, TX (21 miles from Crosby, TX)
- 1 day ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs
- Houston, TX (21 miles from Crosby, TX)
- 2 days ago
- Houston, TX (21 miles from Crosby, TX)
- 2 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...
Private Client Banker - SB - Champions Forest Branch
- Spring, TX (20 miles from Crosby, TX)
- 2 days ago
- Spring, TX (20 miles from Crosby, TX)
- 2 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...
- Houston, TX (21 miles from Crosby, TX)
- 2 days ago
- Houston, TX (21 miles from Crosby, TX)
- 2 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Private Client Banker - Oak Forest- Houston, TX
- Houston, TX (21 miles from Crosby, TX)
- 2 days ago
- Houston, TX (21 miles from Crosby, TX)
- 2 days ago
JobID: 210605582 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-10T21:33:10+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Personal Banker in Southeast Houston
- Pasadena, TX (19 miles from Crosby, TX)
- 2 days ago
- Pasadena, TX (19 miles from Crosby, 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....
- Houston, TX (21 miles from Crosby, TX)
- 3 days ago
- Houston, TX (21 miles from Crosby, TX)
- 3 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker at Yale & 20th
- Houston, TX (21 miles from Crosby, TX)
- 4 days ago
- Houston, TX (21 miles from Crosby, 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 (21 miles from Crosby, TX)
- 4 days ago
- Houston, TX (21 miles from Crosby, TX)
- 4 days ago
Financial Advisor Fidelity Investments Houston, United States Posted 20 hours ago Permanent Competitive Financial Advisor Fidelity Investments Houston, United States Financial Advisor Job...
Financial Advisor - Certification Provided
- Atascocita, TX (7 miles from Crosby, TX)
- 4 days ago
- Atascocita, TX (7 miles from Crosby, TX)
- 4 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Personal Banker Buffalo Speedway
- Houston, TX (21 miles from Crosby, TX)
- 6 days ago
- Houston, TX (21 miles from Crosby, TX)
- 6 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Houston, TX (21 miles from Crosby, TX)
- 7 days ago
- Houston, TX (21 miles from Crosby, TX)
- 7 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Demographic Data for Crosby, TX
Moving to Crosby, TX? Find some basic demographic data about Crosby, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Crosby, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Crosby, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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