What does a Personal Banker do?

Personal bankers are the first person a customer will encounter when they step inside of a bank. They are responsible for creating a welcoming environment for a bank's new and regular customers as they help them with their banking needs and activities.

Personal bankers assist with account-related requests including deposits, withdrawals, transfers, or applications for debit and credit cards. They refer customers to a financial expert if needed and advise and sell customers on the bank's financial goods and services that go beyond simple accounts and cards. They assist in the resolution of any issues a customer may have with their banking services and guide them with services including a mortgage, loan, savings and retirement options. Personal bankers open and close accounts as requested, and they monitor customer accounts to ensure information is up-to-date. Personal bankers learn more about a customer's needs and help them find proper solutions within their bank. Personal bankers need a minimum high school diploma or equivalency including a GED and specific on-the-job training as provided by their employer.

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Average Years of Experience

0 - 1
23%
2 - 4
52%
5 - 7
2%
8+
23%

Common Skill Sets

Relationship-building
Ability to Multitask
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Banking Experience
Confidence
Excellent Communication
Product Knowledge
Sales Process

Personal Banker Seniority Levels

L1
Personal Banker I
CA$32,000/yr
L2
Personal Banker
$40,588/yr
Relationship Banker
43% made the transition
Premier Banker
10% made the transition
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Personal Banker Salaries

Average Base Pay

$40,590 /yr
Same as national average
Not including cash compensation
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$32K
Median: $41K
$51K
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Glassdoor Estimated Salary

Personal Banker Jobs