How to hire a senior personal banker

How to hire a senior personal banker, step by step

Here's a step-by-step senior personal banker hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a senior personal banker job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior personal banker
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the senior personal banker you need to hire. Certain senior personal banker roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a senior personal banker to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a senior personal banker that fits the bill.

   Here's a comparison of senior personal banker salaries for various roles:

   Type of Senior Personal Banker	Description	Hourly rate
   Senior Personal Banker	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$10-50
   Escrow Officer	Escrow officers, commonly known as loan officers, are responsible for real estate processing and finalizing deals. They ensure all documents are authentic and prepared, property titles are clear, and financial obligations have been thoroughly met by the buyer and seller... Show more	$17-33
   Closer	The duties of a closer depend on one's line of work or industry of employment. Typically, their responsibilities revolve around liaising with clients to ensure that they understand and adhere to all terms of the agreement, completing all requirements and necessary documents, and maintaining records of all transactions... Show more	$9-19

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Bank Products
   • Loan Applications
   • Quality Customer Service
   • Customer Relationships
   • Cross-Sell
   • Cross-Selling
   • Financial Services
   • Financial Products
   • ATM
   • Account Types
   • Bank Secrecy Act
   • Product Knowledge
   • Business Development
   • Customer Transactions

   Check all skills

   Responsibilities:

   • Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
   • Process treasury, tax and loan payments.supply tellers with coin and currency as needed.
   • Perform all teller transactions from deposit and withdrawals, money orders and certify checks and balance ATM.
   • Perform operational duties such as balancing bank vault, reloading of ATM, and supervision of teller line.
   • Conduct wire transfers, stop payments, issue bank checks, transfer funds between accounts, and public notary services.
   • Maximize cross-sell opportunities through customer profiling to identify opportunities.

3. Make a budget

   Including a salary range in your senior personal banker job description is a great way to entice the best and brightest candidates. A senior personal banker salary can vary based on several factors:

   • Location. For example, senior personal bankers' average salary in south dakota is 68% less than in new york.
   • Seniority. Entry-level senior personal bankers earn 79% less than senior-level senior personal bankers.
   • Certifications. A senior personal banker with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a senior personal banker's salary.

   Average senior personal banker salary

   $48,641yearly

   $23.39 hourly rate

   ---

   Entry-level senior personal banker salary

   $22,000 yearly salary

   Updated December 15, 2025

4. Writing a senior personal banker job description

   A senior personal banker job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a senior personal banker job description:

   Senior personal banker job description example

   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.
   
   * Six months of accountable cash handling/transaction management in a retail or customer service environment
   * Successful completion of the FCBI Step Program for internal employees
   * 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
   
   FCB Mesquite Wal-MartFull Time

   Copy this example

   

5. Post your job

   To find senior personal bankers for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any senior personal bankers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level senior personal bankers with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your senior personal banker job on Zippia to find and recruit senior personal banker candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit senior personal bankers, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new senior personal banker

   Once you've found the senior personal banker candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new senior personal banker. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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