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How long does it take to become a Personal Banker?

By Zippia Team - Mar. 2, 2022

It takes 4 years of professional experience to become a personal banker. That is the time it takes to learn specific personal banker skills, but does not account for time spent in formal education. If you include the normal education requirements to complete a college degree, then it takes 7 to 9 years years to become a personal banker.

There are certain skills that you need to obtain in order to become a successful personal banker. Some of the most common skills are listed below. Along with each skill, we provide an actual example of how someone included the skill on their resume:

  1. Customer Relationships -- Build quality personal or business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products.

  2. Customer Service -- Build customer relationship and acquire new consumer products -Provide customer service -Consumer and Business account maintenance -Promoted from teller to personal banker

  3. Business Partners -- Identify opportunities to introduce customers to specialists and business partners to understand what they offer to customers and generated business referrals.

  4. Financial Needs -- Work one-on-one with multiple financial partners and managers in fulfilling financial needs of individuals and businesses.

  5. Financial Services -- Perform intermediate duties and support related bank operational activities and financial services to process all new account transactions.

How long does it take to become a Personal Banker?

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