Personal Banker Job Description

Use this Personal Banker job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Personal Banker

Personal Banker responsibilities

  • Help customers open and manage their bank accounts and finances
  • Advise clients on financial services and resolve issues
  • Reach out to prospective customers to sell our services

Personal Banker Job Description Template

Job Brief

We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services.

Personal bankers should be excellent communicators with solid knowledge of banking processes and products. Sales and customer service experience can help you succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.

Responsibilities

  • Advise customers on bank services for their needs (e.g. loans and credit cards)
  • Manage customer bank accounts; open, close and oversee transactions
  • Resolve issues with banking services and accounts
  • Refer clients to inhouse financial experts, as needed
  • Reach out to potential customers to generate new business
  • Present financial products and services to existing and prospective customers
  • Perform administrative duties (e.g. entering data into banking software)

Requirements

  • Proven experience as a personal banker; experience in sales or customer service is a plus
  • Knowledge of personal banking practices and regulations
  • Familiarity with banking software; excellent use of MS Office
  • Ability to work diligently to meet targets
  • Excellent communication and negotiation skills
  • Customer-oriented approach to handling problems
  • BSc/BA in Finance, Accounting or similar field preferred

Personal Banker Job Description Examples

Senior Personal Banker • Banner Bank

Senior Personal Banker Opportunity Overview

Provide exceptional customer service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Teller transactions, cross-sell Bank products and services, take applications for, and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts...

As a Se...

Read more
Personal Banker • Crescent Bank

Personal Banker

Mandeville, LA, USA Req #481...

Friday, July 15, 2022

About the Position:

A Personal Banker with Crescent Bank assists our customers' financial needs with the products and services we offer and to do so with superior service. They perform branch operational functions with a high attention to details and in compliance with regulations.

Within the first three months, the pers...

Read more
Personal Banker • COMMERCE BANK

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has ...

Read more
Associate Personal Banker - Robbinsville • Wells Fargo

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you...

About this role:

Wells Fargo is seeking an Associate...

Read more