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Salary Range : $21.20 - $31.83
$21.20 - $31.83
Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and / or equity awards. )
Posting Date : May 20, 2024
May 20, 2024
Benefits* worth writing home about :
EO / AA Employer including Vets and Disabled.
Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.
Job Description Summary :
The Personal Banker role is responsible for growth, maintenance, and development of both new and existing personal and business banking relationships.
This role demands exceptional customer service skills, beginning with welcoming customers to the bank, conducting in-depth profiles to understand their financial needs, and providing tailored recommendations based on a comprehensive understanding of the bank’s offerings.
Additionally, this role involves proactively pursuing new banking relationships beyond the immediate community. This position involves creating detailed profiles for each customer and maintain regular personal contact through phone calls or emails, aiming to strengthen and expand customer relationships.
Beyond relationship management, the position entails a variety of universal banking duties, including operational tasks, cash handling, and other branch support activities.
Job Details : Primary Functions :
Primary Functions : Sales
Sales
Operational Excellence and Customer Service
Qualifications :
A bachelor’s degree in finance, Business Administration, or a related field is preferred, or at least three years of prior experience in bank sales or customer service.
Sales experience in the banking or financial industry preferred.
Ability to initiate customer contact through letters, email, or telephone. Excellent business writing skills.
Mental and Physical Considerations :
Work Environment :
Area :
Retail Banking (Sales)
Last updated : 2024-05-21
Full Time
$94k-128k (estimate)
05/22/2024
08/20/2024
homestreet.com
Seattle, WA
1,000 - 3,000
The job skills required for Personal banker include Customer Service, Retail Banking, Customer Contact, Cash Handling, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.