Personal Banker Job Description

Job summary 1

As a Personal Banker you will report to the Manager. A Personal Banker is responsible for acquiring new consumer and small business clients, expanding relationships with existing clients, and helping clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. A Personal Banker effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan, and investment products (with appropriate licensing). Recommends products and services to help the client achieve financial goals and the team achieve business goals.

Duties & Responsibilities 1

special offer
Download PDF with all 10 Personal Banker Job Descriptions
Free Guide:
The Ultimate guide
to recruiting

Requirements & Skills 1

Job summary 2

A Personal Banker exemplifies quality service standards while providing a variety of banking solutions and recommending and selling bank products and services. Performs a variety of routine banking transactions, while supporting the Manager in achieving quality service and complying with operational procedures.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

As a Personal Banker, you will deliver exceptional customer experience, build relationships, and help consumer and small business customers succeed financially. You will engage customers in conversation and ask questions to understand what's most important to them allowing you to provide products, services, and digital options that align with their needs and help make banking easier for them.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

The Personal Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables, and offering excellent service. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

In this role, you will provide uncompromising service by building enduring relationships, communicating, referring, and selling products to meet members' needs. You will participate in the acquisition, retention, and expansion of members and prospective members through a variety of sales and service activities. This position cross-sells traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. You will accurately process various types of transactions for members.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

Under immediate direction, Personal Banker provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

We’re looking for the next generation of Personal Bankers - those with a passion for growing a long-term career, building relationships, and working with a team of client professionals. The Personal Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion to engage and educate clients with our industry-leading digital banking solutions. As a Personal Banker, you’ll introduce clients to the various high-tech and high-touch choices they have to do their banking in ways that are most convenient for them.

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

A Personal Banker delivers the best banking experience—resulting in lasting relationships. Provides products and services to deliver all capabilities of the Bank to customers.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Personal Banker is responsible for presenting our products and services to both prospective and current customers while maintaining a high level of customer service.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for an experienced Personal Banker.

Duties & Responsibilities 10

Requirements & Skills 10

We use cookies to offer you our service. By continuing to use this site, you consent to our use of cookies as described in our policy