Personal Banker Jobs in Sugar Land, 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.
Merrill Market Client Relationship Manager
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
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 (17 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (17 miles from Sugar Land, TX)
- 1 day 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....
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 (21 miles from Sugar Land, TX)
- 2 days ago
- Pearland, TX (21 miles from Sugar Land, TX)
- 2 days 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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Financial Advisor Trainee-Houston, TX
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
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...
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, 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...
Personal Banker Barker Cypress
- Houston, TX (18 miles from Sugar Land, TX)
- 4 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 4 days ago
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....
Personal Banker 1960 & Eldridge
- Houston, TX (18 miles from Sugar Land, TX)
- 5 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 5 days ago
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....
- Katy, TX (15 miles from Sugar Land, TX)
- 6 days ago
- Katy, TX (15 miles from Sugar Land, TX)
- 6 days ago
We are seeking a Personal Banker for our Cinco Ranch location....
Client Relationship Manager [HT-917558]
- Houston, TX (18 miles from Sugar Land, TX)
- 6 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 6 days ago
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...
- Houston, TX (18 miles from Sugar Land, TX)
- 7 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 7 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Richmond, TX (5 miles from Sugar Land, TX)
- 10 days ago
- Richmond, TX (5 miles from Sugar Land, TX)
- 10 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
- Stafford, TX (4 miles from Sugar Land, TX)
- 10 days ago
- Stafford, TX (4 miles from Sugar Land, TX)
- 10 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Personal Banker (Full Time) - Cinco Ranch
- Katy, TX (15 miles from Sugar Land, TX)
- 10 days ago
- Katy, TX (15 miles from Sugar Land, TX)
- 10 days ago
Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude....
- Houston, TX (18 miles from Sugar Land, TX)
- 10 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 10 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Houston, TX at the Bunker Hill branch. Bilingual Spanish preferred....
Demographic Data for Sugar Land, TX
Moving to Sugar Land, TX? Find some basic demographic data about Sugar Land, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sugar Land, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sugar Land, 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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