Personal Banker Duties & Responsibilities

The role and function of a Personal Banker includes the following duties and 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 in-house 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)

Note that this is not an exhaustive list of Personal Banker duties and responsibilities. Job functions for specific Personal Banker roles may vary, depending on the industry and type of employer.

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