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Personal Banker Job Description

Job Descriptions > Banking and Finance > Personal Banker
Personal Banker job description and responsibilities
This Personal Banker job description template includes the list of most important Personal Banker duties and responsibilities. It can be modified to fit the specific Personal Banker profile you're trying to fill as a recruiter or job seeker.

Common questions people ask include: What is the job description of a Personal Banker? What are the duties and responsibilities of a Personal Banker? What does a Personal Banker do?

Job Description of a Personal Banker

Personal Bankers assist clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients.

Personal Banker Duties and Responsibilities

Personal Bankers perform 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

Some common skills and qualifications required of Personal Bankers include:
  • 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.

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