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Personal banker job description

Updated March 14, 2024
8 min read

A personal banker is a finance professional responsible for assisting clients with the management of their personal bank account. Their duties include guiding customers through opening their bank accounts, helping with loans and credit cars, and working with potential customers.

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Example personal banker requirements on a job description

Personal banker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in personal banker job postings.
Sample personal banker requirements
  • Bachelor's degree in business or finance
  • At least 1 year of experience in banking
  • Strong understanding of banking products and services
  • Proficiency in Microsoft Office and banking software
  • Ability to adhere to bank policies and regulations
Sample required personal banker soft skills
  • Excellent customer service and interpersonal skills
  • Strong verbal and written communication skills
  • Excellent problem-solving and decision-making skills
  • Ability to work in a fast-paced environment
  • High level of attention to detail and accuracy

Personal banker job description example 1

Affinity Credit Union personal banker job description

Affinity strives to maintain balance between our employees’ personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, access to our fitness center and employee café, earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and “Belong to Something Better.”

Affinity Federal Credit Union is an Equal Opportunity Employer

Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we’ve created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.

Explore career opportunities with Affinity and belong to something better.


Please scroll down and read the Applicant Statement in its entirety.

Applicant Statement

I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.

I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.

I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.

I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.

If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.

I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.

I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.

I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.

I understand that this application is not a contract of employment.

If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company’s established hiring practices.

By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.

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Personal banker job description example 2

First National Bank Texas personal banker job description

Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions

Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs

FCBI is an equal opportunity employer.Requirements * Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy

Must be bilingual in English/Spanish
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Personal banker job description example 3

Dollar Bank personal banker job description

Do you want to start your career as an entry level supervisor? Do you enjoy helping people? Do you enjoy problem solving? Does having the opportunity to better someone's financial well being sound appealing to you? Do you thrive in an ever-changing environment? If you answered YES to any of these questions, then a career at Dollar Bank is a perfect fit for you!

This entry level position allows you to develop a thorough understanding of the Bank's products and services while being fast tracked into our Supervisory Program. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Banks Eastern Market. These branches include Beachwood, Eastlake, Euclid, Maple Heights, Mayfield Heights, Mentor, Painesville, Richmond Heights, and University Heights. Travel reimbursement is provided after a specific mileage threshold is met.
Job Description:

* Build relationships with our customers by engaging in a consultative sales approach
* Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty.
* Educate our customers on ways to utilize technology in branch, online or mobile.
* Utilize sound decision making skills while balancing customer service and financial loss.
* Assist in training and development of new employees within the bank
* Learn how to open and close branches
* Adhere to all established branch operational processes and procedures.

Qualifications:

* High school diploma/GED required
* One year demonstrated track record of achieving sales goals is required with either

College (Associate's) degree OR

a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry

* Leadership demeanor is required.
* Must have excellent written and verbal communication skills to include professional grammar and demeanor.
* Ability to travel as needed to training.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.