Personal Banker Jobs

A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.

Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.

1-15 of 2,217 Jobs

Financial Advisor

  • Thomasville, NC
  • 5 hours ago
  • Thomasville, NC
  • 5 hours ago

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...

Financial Advisor - Career Change Opportunity

  • Fuquay Varina, NC
  • 5 days ago
  • Fuquay Varina, NC
  • 5 days ago

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...

Financial Advisor - Paid Training Provided

  • Artesia, NM
  • 5 days ago
  • Artesia, NM
  • 5 days ago

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...

Associate Financial Advisor

  • Lincoln, NE
  • 6 days ago
  • Lincoln, NE
  • 6 days ago

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...

Join us as a Financial Advisor in PARAMUS at Northwestern Mutual. Embark on a rewarding career with Northwestern Mutual, where success is mutual. By bringing your talent, dedication, and...

Financial Advisor Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC seeks a...

Financial Advisor - NY

  • NY
  • 90+ days ago
  • NY
  • 90+ days ago

A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes,...

Personal Banker

  • Glendale, OR
  • moments ago
  • Glendale, OR
  • moments ago

Personal Banker Retail Banking Group Glendale,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where...

Personal Banker

  • Newport, AR
  • 1 hour ago
  • Newport, AR
  • 1 hour ago

Job Description Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established...

Senior Personal Banker - Jersey City Heights - Full-time

  • Jersey City, NJ
  • 1 hour ago
  • Jersey City, NJ
  • 1 hour ago

WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....

Senior Personal Banker - Hazlet - Full-time

  • Hazlet, NJ
  • 1 hour ago
  • Hazlet, NJ
  • 1 hour ago

WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....

Personal Banker - St. Charles

  • Saint Charles, IL
  • 1 hour ago
  • Saint Charles, IL
  • 1 hour ago

As a Personal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...

Financial Advisor I - Falmouth, MA - Worcester Court

  • Falmouth, MA
  • 1 hour ago
  • Falmouth, MA
  • 1 hour ago

Work Location: Falmouth, Massachusetts, United States of America Hours: 40 Pay Details: $73,500 - $73,500 USD TD is committed to providing fair and equitable compensation opportunities to all...

Senior Personal Banker - Rumson - Full-time

  • Rumson, NJ
  • 1 hour ago
  • Rumson, NJ
  • 1 hour ago

WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....

Personal Banker - Harrison, AR (North)

  • Harrison, AR
  • 1 hour ago
  • Harrison, AR
  • 1 hour ago

Position: Personal Banker Department: Retail Location: Harrison, AR Salary: FT Hourly Jump start your career at Equity Bank!...

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs Nationwide

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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