Job Description Templates

>

Personal Banker

Post this optimized

Personal Banker

Job

or customize it as you see fit

peopleHum hero button section curve image

Title

Personal Banker
Job Description

Post Body

We're looking for a personal banker to help our clients manage their bank accounts and finances. You will be in charge of developing long-term relationships with clients and cross-selling our products and services to them.

Personal bankers must be excellent communicators with a thorough understanding of banking processes and products. Experience in sales and customer service can help you succeed in this role. The ideal candidate is fearless and ethical, with excellent problem-solving abilities.

Personal Banker
Responsibilities
  • Provide customers with information on bank services that are appropriate for their needs (e.g., loans and credit cards)
  • Manage customer bank accounts by opening, closing, and supervising transactions.
  • Resolve any problems with banking services or accounts.
  • As needed, refer clients to in-house financial experts.
  • To generate new business, reach out to potential customers.
  • Demonstrate financial products and services to current and prospective customers.
  • Carry out administrative tasks (e.g., entering data into banking software)
Personal Banker
Requirements
  • Proven experience as a personal banker; sales or customer service experience is preferred.
  • Personal banking practices and regulations must be understood.
  • Familiarity with banking software; excellent use of Microsoft Office; and the ability to work diligently to meet deadlines
  • Problem-solving strategy centred on the customer
  • A BSc/BA in Finance, Accounting, or a related field is preferred.
Communcation

Step 2:

Start your free trial today!

You are an existing user, please sign in

This organization name already exists!

By submitting the form, you agree to our Terms and Conditions

Or post using

Office 365

Google

Slack

Thank You!

Verify your email

One last step! An email has just been sent to you from peopleHum. Please click on the link in that email to verify your account.
Oops! Something went wrong while submitting the form.

What happens next?

Step 3
POST ACROSS JOB BOARDS
After you create your account, we'll generate shareable links that you can use to publish across top job boards & social channels.
Step 4
SOURCE, EVALUATE & HIRE
Source candidates, contact applicants, schedule interviews, share feedback and find the right talent.

Frequently Asked Questions

Where can I post jobs for free?

Using peopleHum's free trial account, you can post your job ad for free to multiple job boards including Indeed, LinkedIn, Google, Glassdoor, Facebook and more for 14 days.

When do I have to pay for my job?

You can try peopleHum for free for 14 days. After 14 days, the links to your job openings will expire, but you’ll still be able to access your peopleHum account to see all of the candidates who applied. If you want to keep your job live, you can get in touch with us here.

Why is peopleHum better than other job posting tools?

peopleHum allows you to share your job links to multiple job boards! Once candidates are rolling in, peopleHum provides you with all of the advanced tools you need to screen, schedule, evaluate and select the best candidate for your job.

Schedule a Demo !

Get a personalized demo with our experts to get you started
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text
This is some text inside of a div block.
Thank you for scheduling a demo with us! Please check your email inbox for further details.
Explore payroll
Oops! Something went wrong while submitting the form.
Contact Us!
Get a personalized demo with our experts to get you started
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.