Personal Banker Job Description Template

Use this Personal Banker job description template to advertise the open roles for free using 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 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.


  • 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)


  • 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

What does Personal Banker do?

A Personal Banker typically performs a variety of tasks on a day-to-day basis. These may include:

  1. Customer Service: Assisting customers with their banking needs, answering inquiries, and providing information on banking products and services.
  2. Account Management: Opening new accounts, processing account transactions, and updating customer information.
  3. Financial Advice: Providing guidance on financial goals, offering recommendations on appropriate banking products, and helping customers manage their finances.
  4. Sales and Cross-Selling: Promoting additional banking products and services to existing customers, such as loans, credit cards, or insurance.
  5. Problem Resolution: Resolving customer complaints or issues related to their accounts or transactions, and escalating more complex problems to the appropriate department.
  6. Cash Handling: Handling cash transactions, including deposits, withdrawals, and currency exchanges.
  7. Documentation and Compliance: Ensuring all necessary paperwork and documentation are accurate, complete, and compliant with banking regulations and policies.
  8. Networking and Relationship Building: Building and maintaining relationships with customers, potential customers, and referral sources, such as real estate agents or financial advisors.

Overall, a Personal Banker works closely with customers to meet their financial needs, provide personalized solutions, and deliver exceptional customer service.

Personal Banker Job Description Examples

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...

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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...

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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 ...

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Personal Banker Associate Ii - Williamson Square (Franklin, Tn)• Fifth Third Bank

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...


Selected candidates are intended to become a Retail Personal Banker II after completing a 10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be...

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