Personal Banker (Full Time) - Houston, River Oaks

2d0c456f-0c87-47ef-b4ce-05813125f63a
Houston, Texas, United States
Full Time
On Site
Trainee
0+
High School
Finance & Accounting Financial Services Insurance

Posted 3 months ago

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Excellent 4.7

Job summary

The Personal Banker performs financial services including account management, customer service, cross-selling bank products, and client relationship development. The role requires knowledge of deposit and loan products, and skills in client interaction and sales. The position involves opening, maintaining, and closing accounts, resolving client inquiries, and supporting sales targets.

Responsibilities

The Personal Banker is responsible for performing financial services such as opening and maintaining accounts while identifying sales opportunities to meet production goals. They also collaborate with the team to train lobby associates and ensure accurate reporting and compliance with bank policies.

Qualifications

Account Opening Communication Skills Computer Applications Cross Selling Customer Service Financial Services Problem Solving

Candidates must have a high school diploma or equivalent and up to 3 years of new account experience. The role requires completion of specific internal training programs including the Personal Banker Mentor Program and various product knowledge certifications.

English

Company

2d0c456f-0c87-47ef-b4ce-05813125f63a

2d0c456f-0c87-47ef-b4ce-05813125f63a

Location
Houston, Texas, United States

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Excellent 4.7
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