Personal Banker job description

Personal Banker Duties and Responsibilities

Personal Banker job description should contain a variety of functions and roles including:

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)

Personal Banker Requirements / Skills / Qualifications

Personal Banker job description should include these common skills and qualifications:

BSc/BA in Finance, Accounting or similar field preferred
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

As a hiring manager, recruiting an ideal Personal Banker starts with crafting a good job description. Use this Personal Banker job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Personal Banker may also reference it in preparation for the interview.