Personal Banker

Job Description

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Personal Banker Job Description


Job Title: Personal Banker


Job Type: Full-time


Location: [Insert location]


Salary: [Insert salary range]


Job Summary:


We are seeking a friendly and customer-oriented Personal Banker to join our team. The Personal Banker will be responsible for helping customers with their banking needs, such as opening accounts, processing transactions, and providing financial advice. The successful candidate will have excellent communication skills, strong knowledge of banking products and services, and experience in a customer-facing role.




• Provide exceptional customer service to all bank customers

• Help customers open new accounts and provide guidance on account options

• Process transactions such as deposits, withdrawals, and transfers

• Promote bank products and services to customers

• Resolve customer issues and complaints in a timely manner

• Identify customer needs and provide appropriate financial advice

• Maintain accurate records of customer transactions and account information

• Adhere to bank policies and procedures

• Collaborate with other bank departments and teams to achieve organizational goals

• Perform other duties as assigned by the supervisor




• Bachelor's degree in Finance, Accounting, Business, or related field preferred

• Proven work experience as a Personal Banker or similar role in a bank or financial institution

• Strong knowledge of banking products and services

• Excellent communication and interpersonal skills

• Strong sales and customer service skills

• Ability to maintain confidentiality and discretion

• Proficient in Microsoft Office and other relevant software

• Ability to multitask and prioritize effectively

• Detail-oriented and highly organized

• Ability to work independently and in a team environment