Personal Banker Jobs in Rosenberg, 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 in Fort Bend District
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 13 hours ago
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 13 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....
Private Client Banker- Sugar Land, TX
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 7 days ago
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 7 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...
- Katy, TX (22 miles from Rosenberg, TX)
- 7 days ago
- Katy, TX (22 miles from Rosenberg, TX)
- 7 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 (22 miles from Rosenberg, TX)
- 10 days ago
- Katy, TX (22 miles from Rosenberg, TX)
- 10 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...
Personal Banker Associate - Sugar Land
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 30+ days ago
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 30+ days ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Financial Advisor - Houston Federal Credit Union
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 60+ days ago
- Sugar Land, TX (15 miles from Rosenberg, TX)
- 60+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Demographic Data for Rosenberg, TX
Moving to Rosenberg, TX? Find some basic demographic data about Rosenberg, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rosenberg, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rosenberg, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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