Personal Banker Jobs in Spring, 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.
- Houston, TX (21 miles from Spring, TX)
- 1 day ago
- Houston, TX (21 miles from Spring, TX)
- 1 day ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Senior International Financial Advisor
- Houston, TX (21 miles from Spring, TX)
- 1 day ago
- Houston, TX (21 miles from Spring, TX)
- 1 day 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 (21 miles from Spring, TX)
- 1 day ago
- Houston, TX (21 miles from Spring, TX)
- 1 day 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 (21 miles from Spring, TX)
- 2 days ago
- Houston, TX (21 miles from Spring, 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....
Personal Banker Highland Village
- Houston, TX (21 miles from Spring, TX)
- 2 days ago
- Houston, TX (21 miles from Spring, TX)
- 2 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 (13 miles from Spring, TX)
- 4 days ago
- Tomball, TX (13 miles from Spring, TX)
- 4 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 (21 miles from Spring, TX)
- 4 days ago
- Houston, TX (21 miles from Spring, TX)
- 4 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 (21 miles from Spring, TX)
- 5 days ago
- Houston, TX (21 miles from Spring, TX)
- 5 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Private Client Banker - Spring Cypress and 2920 Spring TX
- Spring, TX
- 6 days ago
- Spring, TX
- 6 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...
- Humble, TX (8 miles from Spring, TX)
- 7 days ago
- Humble, TX (8 miles from Spring, TX)
- 7 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker Houston Northwest
- Houston, TX (21 miles from Spring, TX)
- 8 days ago
- Houston, TX (21 miles from Spring, TX)
- 8 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Houston, TX (21 miles from Spring, TX)
- 10 days ago
- Houston, TX (21 miles from Spring, TX)
- 10 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 Spring, TX)
- 10 days ago
- Houston, TX (21 miles from Spring, TX)
- 10 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Houston, TX (21 miles from Spring, TX)
- 11 days ago
- Houston, TX (21 miles from Spring, TX)
- 11 days ago
Job Description: We are seeking a motivated and detail-oriented individual to join our team as an Entry-Level Financial Advisor. In this role, you will assist clients in planning their financial...
Personal Banker - Spring Branch
- Houston, TX (21 miles from Spring, TX)
- 13 days ago
- Houston, TX (21 miles from Spring, TX)
- 13 days ago
Details Description We are currently seeking a Personal Banker for our Spring Branch location....
Demographic Data for Spring, TX
Moving to Spring, TX? Find some basic demographic data about Spring, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spring, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spring, 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
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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