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, including weekends and evenings
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