Personal Banker Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Personal Banker:

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

Note that this is not an exhaustive list of Personal Banker skill, qualifications and experience. Job requirements for specific Personal Banker roles may vary, depending on the industry and type of employer.

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