Personal Banker Jobs in The Woodlands, 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.
- The Woodlands, TX
- 1 day ago
- The Woodlands, TX
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Private Client Banker - SB - Champions Forest Branch
- Spring, TX (7 miles from The Woodlands, TX)
- 1 day ago
- Spring, TX (7 miles from The Woodlands, TX)
- 1 day 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...
Financial Advisor Fidelity Investments Woodlands, United States Posted 24 hours ago Permanent Competitive Financial Advisor Fidelity Investments Woodlands, United States Financial Advisor Job...
Financial Advisor - Certification Provided
- Atascocita, TX (20 miles from The Woodlands, TX)
- 3 days ago
- Atascocita, TX (20 miles from The Woodlands, TX)
- 3 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Spring, TX (7 miles from The Woodlands, TX)
- 7 days ago
- Spring, TX (7 miles from The Woodlands, TX)
- 7 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 Terramont Village
- The Woodlands, TX (5 miles from The Woodlands, TX)
- 7 days ago
- The Woodlands, TX (5 miles from The Woodlands, TX)
- 7 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Financial Advisor - career shift opportunity
- Huffman, TX (22 miles from The Woodlands, TX)
- 28 days ago
- Huffman, TX (22 miles from The Woodlands, TX)
- 28 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Career Change Opportunity
- Atascocita, TX (20 miles from The Woodlands, TX)
- 28 days ago
- Atascocita, TX (20 miles from The Woodlands, TX)
- 28 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Tomball, TX (7 miles from The Woodlands, TX)
- 29 days ago
- Tomball, TX (7 miles from The Woodlands, TX)
- 29 days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
- Atascocita, TX (20 miles from The Woodlands, TX)
- 29 days ago
- Atascocita, TX (20 miles from The Woodlands, TX)
- 29 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for The Woodlands, TX
Moving to The Woodlands, TX? Find some basic demographic data about The Woodlands, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in The Woodlands, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in The Woodlands, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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