You might hire a personal banker to:
- Manage customer bank accounts and oversee transactions
Build long-term relationships with customers to understand their financial needs while providing suggestions regarding products and services
Help customers bank more efficiently using web, mobile, and ATM banking
Collaborate with partners to help customers with more complex financial needs
| Required skills and qualifications | Preferred skills and qualifications |
| Strong communication and customer service skills | Bachelor’s degree in a finance-related field relevant to country of employment |
| Close attention to detail | Ability to work branch hours that sometimes include evenings and weekends |
| Excellent problem-solving skills | Ability to work independently in a fast-paced environment |
| Working knowledge of personal banking practices | Strong computer skills, with proficiency across Word, Excel, and banking platforms |
| Previous customer service or consultative sales experience |
