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There is currently no job description for Personal Banker, be the first to
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The Personal Banker I identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker I provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. In addition, Personal Banker I requires a high school diploma. Typically reports to a supervisor. Being a Personal Banker I works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Working as a Personal Banker I typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.
The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. In addition, Personal Banker II requires a high school diploma. Typically reports to a supervisor. Being a Personal Banker II works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Working as a Personal Banker II typically requires 3-5 years of related experience, or may need 2 years experience with additional specialized training and/or certification.
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