Personal Banker | Job Description Template

We’re seeking a personal banker to help our customers manage their finances and bank accounts. You’ll be in charge of cultivating long-term client connections and cross-selling our products and services.

Personal bankers should be good communicators with a thorough understanding of banking operations and products. Experience in sales and customer service can help you succeed in this position. The ideal candidate is fearless and ethical, with excellent problem-solving abilities.

Company Address 


Educational Qualification 

  • A bachelor’s degree in finance, accounting, or a related subject is preferred.
  • Experience as a personal banker; sales or customer service experience is a bonus.

Skills required for the job

  • Personal banking practices and laws are well-versed.
  • Ability to work tirelessly to fulfill targets; familiarity with banking software; great usage of MS Office
  • Excellent bargaining and communication skills
  • Problem-solving strategy centered on the customer

Job Responsibilities

  • Provide customers with information about bank services that are appropriate for their needs (e.g. loans and credit cards)
  • Manage customer bank accounts, including opening, closing, and monitoring transactions.
  • Problems with financial services and accounts should be resolved.
  • As needed, refer clients to in-house financial professionals.
  • To generate new business, reach out to potential clients.
  • Demonstrate financial products and services to current and potential clients.
  • Carry out administrative tasks (e.g. entering data into banking software)

Company Offerings

Salary- (…..) 

Other Benefits- (….)