Hiring personal bankers
Your guide to finding and hiring the right person for your organization
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Explore all the resources you need to hire a personal banker — including ways to identify the right skills, write a job description, and ask detailed interview questions.
Personal bankers assist customers with their various banking or financial needs, including opening checking and savings accounts, obtaining mortgage loans, and investing. They provide advice on trusts, bonds, equities, and other financial products, typically working with private citizens in their local community. Banks heavily rely on these professionals to deliver exceptional service and help customers achieve their personal financial goals.
You might hirea personal banker to:
- Manage customer bank accounts and oversee transactions
Build long-term relationships with customers to understand their financial needs while providing suggestions regarding products and services
Help customers bank more efficiently using web, mobile, and ATM banking
Collaborate with partners to help customers with more complex financial needs
Skills and qualifications to look for in a personal banker
Although every organization has different needs, many recruiters and hiring managers look for personal bankers with the following skills and qualifications. Understanding which skills and qualifications are required and which are preferred can help you determine the best-fit candidates.
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| Required skills and qualifications | Preferred skills and qualifications |
| Strong communication and customer service skills | Bachelor’s degree in a finance-related field relevant to country of employment |
| Close attention to detail | Ability to work branch hours that sometimes include evenings and weekends |
| Excellent problem-solving skills | Ability to work independently in a fast-paced environment |
| Working knowledge of personal banking practices | Strong computer skills, with proficiency across Word, Excel, and banking platforms |
| Previous customer service or consultative sales experience |
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