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This question is about what a personal banker does, personal banker, and personal banker jobs.
Is a personal banker a teller?
No, a personal banker is not a teller. Personal bankers are bank employees; however, unlike tellers, who typically handle routine transactions, personal bankers handle more complex tasks like providing customer service and selling bank products that are beneficial to customers.
The primary focus of personal bankers is to assist clients with complex bank services. This includes opening new accounts, selling financial products like stocks and bonds, and answering questions about loans.
These professionals must communicate these processes clearly and properly advise clients on the best ways to manage their money. Bankers generally work in the offices of banks during normal business hours. It is common for bankers to have a bachelor's degree in economics or finance.
On the other hand, tellers primarily handle routine customer procedures, such as depositing money, collecting loan payments, and cashing checks. The preparation of money orders and traveler's checks may also be a duty of a bank teller.
These professionals typically answer questions about basic account information or explain certain bank products like certificates of deposit. It is vital that tellers are safe when handling money and do not make any counting errors.
As they spend the day interacting with customers, tellers must have excellent communication skills. To become a teller, you must have a high school diploma and undergo on-the-job training.
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