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:

 

Example 1

"HSBC is following Canadian government guidelines to stop the spread of COVID-19. We are keeping our customers, employees and job applicants safe through enhanced safety protocols undertaken at our branches, remote working where possible, and video / telephone interviewing. Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities. Wealth and Personal Banking We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world. About the role In this role, you will act as a Brand Ambassador for HSBC Bank Canada, delivering an exceptional customer experience through identifying and fulfilling all customer needs at first point of contact. The Personal Banker will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments. We’re looking for people with personality, drive and ambition to join our teams. Demonstrate sound understanding of the bank’s products and services; articulating these to your customer in an engaging and confident manner. Effectively question and listen to your customers to enable you to fully understand both new & existing customer’s financial circumstances and needs Proactively drive referrals to both Premier and Wealth colleagues and Branch Specialists to ensure that the customer is provided with the best possible advice Demonstrate a comprehensive knowledge of the Bank’s full range of products & services to enable you to connect your customers with other colleagues who can support their entire life journey. Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & Self-service points, to meet their varying needs. Be proactive in building & developing a customer base through the use of Customer Contact Lists, referrals & walk-ins. Qualifications Requirements A passion for continuously delivering a superior customer experience Pride yourself on consistently delivering a personalised, friendly & efficient service at all times Demonstrate effective communication skills, which will enable you to build strong professional rapport Be able to demonstrate your ability to understand a customer’s requirements through effective fact finding Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning Fluency in English is required, Fluency in Korean is an asset You’ll achieve more when you join HSBC HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Disability related accommodations during the interview process are available upon request - please reach out to Canada Careers at [email address] . Support and accommodations are also made available for employees with disabilities at HSBC."

Example 2

"HSBC is following Canadian government guidelines to stop the spread of COVID-19. We are keeping our customers, employees and job applicants safe through enhanced safety protocols undertaken at our branches, remote working where possible, and video / telephone interviewing. Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities. Wealth and Personal Banking We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world. About the role In this role, you will act as a Brand Ambassador for HSBC Bank Canada, delivering an exceptional customer experience through identifying and fulfilling all customer needs at first point of contact. The Personal Banker will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments. We’re looking for people with personality, drive and ambition to join our teams. Demonstrate sound understanding of the bank’s products and services; articulating these to your customer in an engaging and confident manner. Effectively question and listen to your customers to enable you to fully understand both new & existing customer’s financial circumstances and needs Proactively drive referrals to both Premier and Wealth colleagues and Branch Specialists to ensure that the customer is provided with the best possible advice Demonstrate a comprehensive knowledge of the Bank’s full range of products & services to enable you to connect your customers with other colleagues who can support their entire life journey. Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & Self-service points, to meet their varying needs. Be proactive in building & developing a customer base through the use of Customer Contact Lists, referrals & walk-ins. Qualifications Requirements A passion for continuously delivering a superior customer experience Pride yourself on consistently delivering a personalised, friendly & efficient service at all times Demonstrate effective communication skills, which will enable you to build strong professional rapport Be able to demonstrate your ability to understand a customer’s requirements through effective fact finding Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning You’ll achieve more when you join HSBC HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Disability related accommodations during the interview process are available upon request - please reach out to Canada Careers at [email address] . Support and accommodations are also made available for employees with disabilities at HSBC."

Example 3

"HSBC is following Canadian government guidelines to stop the spread of COVID-19. We are keeping our customers, employees and job applicants safe through enhanced safety protocols undertaken at our branches, remote working where possible, and video / telephone interviewing. Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities. Wealth and Personal Banking We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world. About the role In this role, you will act as a Brand Ambassador for HSBC Bank Canada, delivering an exceptional customer experience through identifying and fulfilling all customer needs at first point of contact. The Personal Banker will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments. We’re looking for people with personality, drive and ambition to join our teams. Demonstrate sound understanding of the bank’s products and services; articulating these to your customer in an engaging and confident manner. Effectively question and listen to your customers to enable you to fully understand both new & existing customer’s financial circumstances and needs Proactively drive referrals to both Premier and Wealth colleagues and Branch Specialists to ensure that the customer is provided with the best possible advice Demonstrate a comprehensive knowledge of the Bank’s full range of products & services to enable you to connect your customers with other colleagues who can support their entire life journey. Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & Self-service points, to meet their varying needs. Be proactive in building & developing a customer base through the use of Customer Contact Lists, referrals & walk-ins. Qualifications Requirements A passion for continuously delivering a superior customer experience Pride yourself on consistently delivering a personalised, friendly & efficient service at all times Demonstrate effective communication skills, which will enable you to build strong professional rapport Be able to demonstrate your ability to understand a customer’s requirements through effective fact finding Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning Fluency in Engish and Mandarin or Cantonese is required You’ll achieve more when you join HSBC HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Disability related accommodations during the interview process are available upon request - please reach out to Canada Careers at [email address] . Support and accommodations are also made available for employees with disabilities at HSBC."

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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