Branch Relationship Banker (Personal Banker) | Katy, TX

Key Responsibilities

• Lead sales discovery and client relationship management efforts by conducting financial needs assessments and recommending tailored banking products and solutions
• Build and manage client relationships while proactively generating business through outbound outreach, sales calls, in-branch engagement, and ongoing service support
• Promote and cross-sell bank products and services, identifying referral opportunities (including commercial lending) and ensuring timely follow-up
• Open and service accounts, issue ATM cards, and originate/close consumer loans while addressing client inquiries
• Deliver comprehensive, sales-focused banking solutions that drive branch performance while providing exceptional service to new and existing customers
• Identify and act on business opportunities to support revenue growth while effectively managing risk
• Resolve client concerns promptly through direct resolution or appropriate escalation
• Process Teller transactions accurately within authorized limits and handle day-to-day branch service responsibilities
• Maintain strict compliance with banking regulations, policies, and security protocols while safeguarding client information
• Collaborate with branch leadership to track performance goals and support overall branch operations

Required Qualifications

• A high school diploma or equivalent required
• A minimum of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role
• Proven experience in relationship-driven sales with the ability to identify opportunities, meet targets, and cross-sell banking products
• Strong communication and interpersonal skills, with the ability to engage clients through meaningful conversations, uncover financial needs, and build trust to deepen relationships and drive sales
• A broad understanding of banking products, including deposits, loans, credit cards, and investment solutions
• Effective negotiation and influencing skills to recommend appropriate financial solutions
• Strong problem-solving abilities to address client needs, resolve issues, and handle inquiries
• Experience in Teller operations and new account servicing preferred
• Detail-oriented with strong organizational, multitasking, and prioritization skills in a fast-paced environment
• Proficiency in basic math, computer applications, and banking systems/software
• The ability to obtain and maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements

Work Schedule

Monday–Friday, 8:30 AM – 5:30 PM
Saturday, 8:45 AM – 1:15 PM

Employee Benefits

• Medical, Dental, and Vision Insurance (effective day one)
• Mental health support, including coaching and therapy
• Life and disability insurance
• Paid parental leave and adoption assistance
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• 401(k) with company match and profit sharing
• Paid Time Off (PTO), paid training, and 11 paid Federal holidays
• Tuition reimbursement
• Competitive compensation based on experience