Personal Banker Jobs in Katy, 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 - Victoria Sam Houston
- Houston, TX (22 miles from Katy, TX)
- 5 hours ago
- Houston, TX (22 miles from Katy, TX)
- 5 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 in Fort Bend District
- Sugar Land, TX (15 miles from Katy, TX)
- 5 hours ago
- Sugar Land, TX (15 miles from Katy, TX)
- 5 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 Tomball Town Center
- Tomball, TX (21 miles from Katy, TX)
- 5 hours ago
- Tomball, TX (21 miles from Katy, TX)
- 5 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....
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Senior International Financial Advisor
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
Salary Confidential Position range in Harris County $39k - $156k Per Year Senior International Financial Advisor BBVA Global Wealth Advisors Inc Occupation: Personal Financial Advisors Location:...
Private Client Banker - North Central-Houston, TX
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
- Houston, TX (22 miles from Katy, TX)
- 2 days ago
JobID: 210602307 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-18T17:18:36+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Personal Banker Spanish Required Braeburn
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, 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 Highland Village
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
- Houston, TX (22 miles from Katy, TX)
- 3 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Highland Village branch. Bilingual Spanish preferred....
Personal Banker (Full Time)- Tomball
- Tomball, TX (21 miles from Katy, TX)
- 5 days ago
- Tomball, TX (21 miles from Katy, TX)
- 5 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...
Interactive Specialist (Video Personal Banker)
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
Interactive Specialist (Video Banker) Job Type: Full-time Location: Houston, Texas or Tooele, Utah All of us at Chartway stand united in our strong culture of listening and learning. We treat...
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker- Sugar Land, TX
- Sugar Land, TX (15 miles from Katy, TX)
- 6 days ago
- Sugar Land, TX (15 miles from Katy, TX)
- 6 days ago
JobID: 210615809 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-14T15:01:17+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
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 Houston Northwest
- Houston, TX (22 miles from Katy, TX)
- 9 days ago
- Houston, TX (22 miles from Katy, TX)
- 9 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
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...
Demographic Data for Katy, TX
Moving to Katy, TX? Find some basic demographic data about Katy, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Katy, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Katy, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- 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
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »