Use this Personal Banker job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services.
Personal bankers should be excellent communicators with solid knowledge of banking processes and products. Sales and customer service experience can help you succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.
A Personal Banker typically performs a variety of tasks on a day-to-day basis. These may include:
Overall, a Personal Banker works closely with customers to meet their financial needs, provide personalized solutions, and deliver exceptional customer service.