Sample Personal Banker Job Description

Job Description

At [CompanyX], we’re proud of our customer-centric culture, focused on serving the financial needs of individuals and the community. As we continue to expand and enter new markets, we are in need of a personal banker to join our supportive and collaborative workforce. You’ll receive the training and tools you need to accelerate your career growth and fulfill your potential, while serving as the financial liaison to every customer who enters the bank. The most successful candidates will have a knack for leveraging people-skills to develop meaningful relationships with each customer, resolving issues, educating customers on the various ways they can bank with us, and processing teller transactions as required. This is an exciting opportunity to strengthen your financial knowledge and customer service skills as part of a supportive, branch-based team.

Objectives of this Role

  • Serve customers by managing documents, information, and financial transactions successfully and in an organized, efficient, and secure manner
  • Build awareness of new products and services, and identify customer needs to capitalize on business referral opportunities
  • Meet and exceed bank service standards, greeting and acknowledging each customer warmly and making them feel welcome, while complying with bank procedures and security protocols
  • Work as a team with bank tellers, managers, and financial experts to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed

Daily and Monthly Responsibilities

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

Skills and Qualifications

  • High school diploma or GED required
  • Minimum of 1 year cash-handling experience
  • 2 years of sales and customer service experience
  • Strong listening and customer service skills

Preferred Qualifications

  • Bachelor’s degree in a finance-related field
  • Experience with upselling or product-recommendation is a bonus
  • Ability to work branch hours, which can include weekends and evenings