Sample personal banker job description

At [Company X], we’re proud of a customer-centric culture that’s focused on serving the financial needs of individuals and the greater community. As we continue to expand into new markets, we’re searching for a personal banker to join our supportive and collaborative workforce. This person will receive the training and tools for accelerating career growth while serving as a financial liaison to the bank’s valued customers. The ideal candidate will have a knack for leveraging people skills to develop meaningful customer relationships — resolving issues, educating customers in how to bank with us, and processing teller transactions. This is an exciting opportunity to strengthen financial knowledge and customer-service skills as part of a supportive, branch-based team.

Objectives of this role

  • Serve customers by successfully managing documents, information, and financial transactions in an organized, efficient, and secure manner
  • Build awareness of new products and services, and identify business referral opportunities that address customer needs
  • Meet and exceed service standards, greeting and acknowledging customers and making them feel welcome, while complying with bank procedures and security protocols
  • Work with tellers, managers, and financial experts to promptly complete daily tasks, and demonstrate respect and professionalism while assisting managers with special requests


  • Manage customer bank accounts, including opening, closing, and transactions
  • Identify customer needs, provide information on new products and services, resolve account issues, and direct customers to financial experts as needed
  • Perform administrative duties such as entering data into banking software
  • Track, record, report, and store transaction information and special requests

Required skills and qualifications

  • High school diploma or GED
  • One or more years of experience in cash handling
  • Two or more years of experience in sales and customer service
  • Strong listening and customer-service skills

Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in finance, business, or related field
  • Experience in upselling or recommending products
  • Ability to work branch hours that sometimes include evenings and weekends