Personal Banker Job Description Template

Personal Banker

[Intro Paragraph] Begin your listing with an introductory paragraph that tells prospective applicants a little bit about your bank and your unique working environment. Just a few sentences calibrating your recruiting pitch to the ideal candidate will set your company apart from the competition.

Personal Banker Job Responsibilities:

• Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
• Follows established policies in accordance with the bank and the supervisor’s direction.
• Meets monthly new account production goals as assigned by upper management.
• Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day’s operations.
• Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
• Examines cash carefully to guard against acceptance of counterfeit checks and identification.
• Enters transactions into computer and issues customer receipts.
• Sells and prepares money orders, cashier’s checks, bank-to-bank wires, savings bonds, travelers’ checks, and certificates of deposit.
• Processes Western Union wires and cash advances.
• Cross-sells bank services and products.
• Provides bank services to a diverse customer base.
• Performs other tasks as requested by supervisors as they relate to the bank and its functions.

[Work Hours & Benefits] This is a great place to include details about your financial firm’s working hours and benefits. Tell prospective bankers about flexible hours or work-week structures, as well as any travel requirements. And be sure to highlight any benefits you bring to the table, like tuition or continuing education credits, commissions, or paid time off.

Personal Banker Qualifications / Skills:

• Working knowledge of the banking sales industry
• Networking and negotiation skills
• Verbal, written, and interpersonal communication skills
• Ability to multi-task and work efficiently and effectively to meet required deadlines
• Ability to learn quickly and apply that knowledge
• Ability to work in a team environment

Education, Experience, and Licensing Requirements:

• Bachelor’s degree in finance, business, or equivalent training, education, and experience
• 3+ years in financial services or retail/business banking
• Prior supervisory or management experience preferred

[Call to Action] Now you need to turn interested parties into actual applicants. The best job descriptions tell prospective bankers exactly how to apply with a well-crafted call to action. Give job seekers specific details on resume or application submissions to your HR department, or tell them to “click on the apply button at the top of the job listing.”