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Personal Banker Job Description: Top Duties and Qualifications

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Personal Banker job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

  • Retail Banker
  • Relationship Banker
  • Personal Banker (Part-Time)
  • Private Banker
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Personal Banker Job Description Examples:

Personal Banker job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of a Personal Banker job summary

Our community bank offers a tight-knit environment with an emphasis on teamwork and goodwill. We seek a personal banker to primarily help customers open checking, savings and money market accounts. The personal banker also tailors these accounts as needed to match customers’ preferences. Other duties include selling related products such as overdraft protection and round-up savings options, where debit purchases get rounded up, sending the extra money into a customer’s savings account. We offer the potential for advancement into personal banking that involves helping customers with loans, retirement planning and college planning. The hours are stable, from 9 a.m. to 5 p.m., and we care more about candidates’ people skills and ties to the community than educational credentials. That’s why, while we prefer those with bachelor’s degrees, we’ll happily hire the right person with a high school diploma.

Personal Banker responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

  • Assist customers daily in opening and closing accounts, and cross-sell related products such as overdraft protection; refer other sales opportunities such as college financial planning to appropriate personal banker
  • Help customers with tasks such as resolving account issues, putting in special account instructions, making wire and telephone transfers, and handling stop payments
  • Meet with manager to set and exceed sales goals for a diverse customer base
  • Help customers understand what is happening with their money and to feel confident in the bank’s ability to help
  • Take over bank teller duties when needed, maintaining top quality in front-line coverage
  • Maintain professional appearance and behavior for customers at all times

Personal Banker qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

  • High school diploma; bachelor’s degree in finance, accounting business or a related field preferred
  • Good knowledge of MS Office; knowledge of banking software preferred
  • Ability to think critically and to work well independently and as part of a team
  • Excellent written and verbal communication; English and Spanish knowledge preferred
  • Friendly and pleasant personality; some sales experience preferred
  • Cash handling and basic math knowledge
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Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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