Personal Banker Jobs in Houston, 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.
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Houston, TX (4 miles from Houston, TX)
- 21 hours ago
- Houston, TX (4 miles from Houston, TX)
- 21 hours 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 - Certification Provided
- Sugar Land, TX (18 miles from Houston, TX)
- 1 day ago
- Sugar Land, TX (18 miles from Houston, 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...
- Pearland, TX (15 miles from Houston, TX)
- 1 day ago
- Pearland, TX (15 miles from Houston, TX)
- 1 day ago
We're committed to bringing passion and customer focus to the business.Position SummaryThe Personal Banker is responsible for providing support and coverage to branch banking team members and building...
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Use established systems to analyze customer needs and define and deliver financial products. Track progress against budgets within established finance systems, and report variances to more senior...
- Webster, TX (20 miles from Houston, TX)
- 1 day ago
- Webster, TX (20 miles from Houston, TX)
- 1 day 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...
Personal Banker Kingwood & West Lake Houston Pkwy
- Kingwood, TX (17 miles from Houston, TX)
- 1 day ago
- Kingwood, TX (17 miles from Houston, 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....
- Seabrook, TX (23 miles from Houston, TX)
- 2 days ago
- Seabrook, TX (23 miles from Houston, TX)
- 2 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Seabrook, TX at the Seabrook branch. Bilingual Spanish preferred....
- Humble, TX (17 miles from Houston, TX)
- 3 days ago
- Humble, TX (17 miles from Houston, TX)
- 3 days ago
Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary: Client...
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX in the Barker Cypress branch location. Bilingual Spanish Preferred....
As a Personal Banker within PNC's retail organization, you will be based in Houston, TX at the 1960 & Eldridge Branch Location. Bilingual Spanish Preferred....
- Crosby, TX (21 miles from Houston, TX)
- 4 days ago
- Crosby, TX (21 miles from Houston, TX)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in Crosby, TX in our Crosby branch location. Bilingual Spanish Preferred....
- Katy, TX (22 miles from Houston, TX)
- 5 days ago
- Katy, TX (22 miles from Houston, TX)
- 5 days ago
We are seeking a Personal Banker for our Cinco Ranch location....
Personal Financial Representative - Victory Lakes
- League City, TX (24 miles from Houston, TX)
- 6 days ago
- League City, TX (24 miles from Houston, TX)
- 6 days ago
Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General...
NMW LAW FIRM CLIENT RELATIONSHIP MANAGER THE PERSON Are you a focused, results-driven professional who excels at getting the job done with precision and reliability? Do you take pride in managing...
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Houston, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Houston, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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