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This question is about personal banker.
Is a personal banker a sales job?
No, a personal banker is not primarily a sales job. While there is a sales component to the job, this role is primarily focused on giving financial assistance and advice to bank customers.
A personal banker is a financial planner and advisor for their customers. Their work involves providing investment options and assistance in preparing long-term financial goals, estates, taxes, and wills. A personal banker will meet with their clients to review financial records, update them on their investments, or change financial plans.
Personal bankers usually work in retail banking branches and assist customers with various banking or financial needs. Such needs may include opening checking and savings accounts, obtaining mortgage and auto loans, and investing in banking products, such as certificates of deposit (CDs) and money markets.
They may also help the customer with retirement planning or college planning. While investment bankers work mostly with institutional investors, personal bankers work primarily with everyday people.
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