Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Jobtailor

Build lasting customer relationships through proactive conversations Understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals Support new account openings, service requests, and credit applications Perform cash handling and teller line activities while maintaining compliance and operational standards Use and adopt digital tools and technologies to enhance the customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists Support branch operations by flexing between cash handling and customer banking activities Deliver strong service through account openings and ongoing account support Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education Prior experience in financial services or a highly regulated, customer-facing role Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach through calls, emails, or other channels Comfort with digital tools and technology and ability to learn new systems Ability to identify customer needs and connect them to appropriate solutions Ability to collaborate with teammates and partners Ability to follow policies and regulations and lift risk concerns Ability to work a schedule that includes Saturdays SAFE registration required at time of employment; Wells Fargo initiates the process after start date Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies Must satisfy standards related to financial responsibility, character, fitness, and criminal background Subject to credit report review and additional ongoing screening This position is not eligible for Visa sponsorship Core Competencies Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience. Highest-signal resume keywords Customer Relationship Management Cash Handling Digital Tools Proficiency Compliance Adherence Financial Services Experience ATS Optimization Keywords Hard Skills Cash Handling Account Opening Credit Application Processing Customer Needs Assessment Risk Control Compliance Soft Skills Active Listening Collaboration Proactive Communication Trust Building Engagement Certifications & Qualifications SAFE Registration Loan Originator Certification Industry Keywords Financial Services Regulatory Compliance Customer-Facing Role Branch Operations Risk Management Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr Jobtailor

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Rosenberg, TX vacancy
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Rosenberg, TX
    4 days ago
  • Frost Bank in Texas seeks a Personal Banker I to serve as the first point of contact for customers, delivering trusted banking experiences with integrity and care. You'll split time between personal banking and teller duties, educate customers on deposits and loans, maintain... 
    Suggested

    frostbank

    Rosenberg, TX
    1 day ago
  •  ...Float Personal Banker I - West Houston Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Sugar Land, TX
    10 hours ago
  • Fifth Third Bank in Sugar Land, Texas seeks a Retail Personal Banker I to rotate through operations and Sales & Service during a 4-8 week onboarding program. The role focuses on consultative sales, acquiring new households, and deepening relationships while handling teller... 
    Suggested

    Fifth Third

    Sugar Land, TX
    4 days ago
  •  ...opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail organization, you will...  ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Sugar Land, TX
    20 hours ago
  • Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application...
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Rosenberg, TX
    20 hours ago
  • Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service... 
    Night shift

    Trustmark Bank

    Sugar Land, TX
    5 days ago
  • Bank Of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Sugar Land, TX
    3 days ago
  • Frost, a Texas-based financial services leader with an over 150-year legacy, seeks a Private Banking Officer II to manage affluent client relationships and collaborate with investments, insurance, and advisors. You will drive tailored financial plans, maintain strong client...

    Frost

    Fulshear, TX
    2 days ago
  • Bank of America is seeking a Financial Center professional to provide specialized, personalized service guiding clients through borrowing and banking options to meet their life goals. You will acquire new clients and deepen existing relationships, balancing sales, risk... 

    Bank of America

    Richmond, TX
    5 days ago
  •  ...Pearland, Pasadena, Baytown, Deer Park, Sugar Land, Katy, and Clear Lake—we have built our reputation on delivering responsive, personalized banking since 1965. Unlike larger institutions, we empower our team members to make a direct impact. Our customers know they... 
    Full time
    Local area

    Capital Bank

    Sugar Land, TX
    23 days ago
  •  ...Bilingual Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned... 
    Full time
    Local area

    Woodforest National Bank

    Richmond, TX
    20 hours ago
  • $206k - $235.1k

    ## Director, Risk ManagementApply: McLean, VA: Plano, TX: Richmond, VA: Full time: Posted Today: R1000600Director, Risk ManagementCome be a part of an organization that’s dedicated to helping Capital One identify, manage and effectively mitigate business continuity and ...
    Full time
    Part time
    Local area

    Capital One Group

    Richmond, TX
    1 day ago
  • $40k - $60k

    Responsive Recruiter Kevin Patton - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services...
    For contractors
    Work at office

    Kevin Patton - State Farm Agent

    Richmond, TX
    1 day ago
  • Capital One is seeking a Director of Risk Management to lead the Business Continuity and Resilience Risk Management (BCRM) efforts within ORM. You will oversee First Line of Defense risk-taking across multiple business lines and drive the enterprise Operational Resilience...

    Capital One Group

    Richmond, TX
    1 day ago
  • $52k - $64k

     ...grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed... 
    Remote job
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours

    RemoteWorker US

    Fulshear, TX
    5 days ago
  •  ...Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client satisfaction... 

    Fidelity

    Sugar Land, TX
    5 days ago
  •  ...responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintain... 
    Full time
    Flexible hours
    Shift work

    Shell Federal Credit Union

    Fulshear, TX
    5 days ago
  •  ...cared for, heard and valued, they are inspired to create moments that exceed expectations, while prioritizing safety, compassion, personalization and efficiency. If you want to advance your career and contribute to our vision of creating healthier communities, now and for... 

    Memorial Hermann Health System

    Sugar Land, TX
    2 days ago
  •  ...Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside... 
    Hourly pay
    Full time
    Work at office

    Houston Federal Credit Union

    Sugar Land, TX
    1 day ago
  •  ...this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and... 
    Full time

    Fidelity Investments

    Sugar Land, TX
    4 days ago
  •  ...Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales... 
    For contractors

    Al Johnson - State Farm Agent

    Sugar Land, TX
    11 days ago
  •  ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 
    Part time

    JPMorgan Chase & Co.

    Sugar Land, TX
    more than 2 months ago
  •  ...We’re fast-paced, growing quickly, and looking for someone who thrives in a supportive environment—someone who is dependable, personable, and excited to be part of a high-achieving team. If you’re looking to join an agency that values service, teamwork, and growth... 
    Work at office
    Flexible hours

    Thad Olive - State Farm Agent

    Sugar Land, TX
    23 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!