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Personal Banker Job Description

How to Hire a Personal Banker

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

Personal Banker Job Description

We are recruiting for a client-oriented Personal Banker to join our banking team. As Personal Banker your responsibilities will include working closely with clients to determine their banking needs and to provide individualised service by providing tailored banking solutions.

To succeed as a Personal Banker, you must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, in order to ensure maximum client satisfaction.

Personal Banker Duties and Responsibilities

  • Proven experience as a Personal Banker.
  • Working knowledge of personal banking practises, rules, and regulations.
  • Detailed understanding of banking services and products.
  • Proficient in Microsoft Office, banking databases, and relevant software programmes.
  • Multi-tasking and time-management skills, with the ability to prioritise tasks.
  • Excellent communication, sales, and negotiation skills.
  • Bachelor’s degree in finance, business administration, or a related field.

Personal Banker Skills and Requirements

  • Manage client bank accounts, including opening and closing accounts, and overseeing transactions.
  • Resolve client queries and complaints.
  • Recommend and explain banking services and products to clients based on their needs.
  • Present and sell banking services and products to existing and prospective clients.
  • Refer clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
  • Prepare documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
  • Process applications for credit cards, safe deposit boxes, and loan requests.
  • Verify bank account details upon client request.
  • Discuss bank policies and procedures and any changes affecting policies and procedures, with clients.
  • Perform administrative duties, such as data entry, as needed.
  • Proven experience as a Personal Banker.
  • Working knowledge of personal banking practises, rules, and regulations.
  • Detailed understanding of banking services and products.
  • Proficient in Microsoft Office, banking databases, and relevant software programmes.
  • Multi-tasking and time-management skills, with the ability to prioritise tasks.
  • Excellent communication, sales, and negotiation skills.
  • Bachelor’s degree in finance, business administration, or a related field.

How to write a Personal Banker Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

How to write a Personal Banker job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

Personalising Your Personal Banker Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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