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0-5 years of experience
Assisted branch with acquiring new customers by canvasing local business.
- Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Maximized on sales behaviors to increase individual consumer, business, and lending goals.
- Consistently recognized as top performer with balanced production in the district.
0-5 years of experience
Exceptional Customer Service Provider.
- Top 5% in district for sales: consumer and small business deposit accounts; trust, estate, and donation accounts; consumer and small business loans, lines of credit, and credit cards; and home equity loans and lines of credit.
- 4 years of experience in developing sales prospects.
- Established and maintained close business relationships with partners to help improve customer satisfaction.
- Increased bank revenue by 20%
0-5 years of experience
Responsible for offering and selling financial products and services to both consumer and small business customers.
- Developed and retained and deepened long-term relationships with current and potential customers in the community.
- Trained and supported other sales associates and cross trained tellers
- Ensured that customer concerns were handled efficiently to maintain positive customer relations
- Demonstrated confidence as an experienced loan officer
- Utilized strong analytical and problem solving skills to derive innovative solutions.
0-5 years of experience
- Exceed sales goal over 100% by surpassing monthly target goals
- Generate more than $100k revenue monthly by engaging in conversations with high net worth retail and business clients
- Conduct detailed financial reviews to sell appropriate products to fit client needs
- Lead morning huddles to optimize team approach to achieving daily sales goals
0-5 years of experience
Submitted loan applications, mortgage referrals, and opened new deposit accounts for consumer and business clients.
- Proactively contacted existing clients with recommendations to help them achieve financial success.
- Exceeded quarterly sales goals the last four consecutive quarters.
- Appointed to Presidents Council, a group that meets quarterly with upper level management to affect policy change.
- Consistently ranked in the top five for sales in a district of over seventy bankers.
- Performed daily audit of tellers and cash vault.
- Advised small business clients on how to form an LLC or become incorporated.
0-5 years of experience
Acquired, retained, deepened and managed relationships with my customers and provided additional focus to my small business clients.
- Created outstanding customer experience and also helped the branch meet sales objectives.
- Managed an assigned portfolio of customers and proactively met with them to help discover their financial needs.
- Partnered with our loan officers, business bankers, and financial advisors to ensure my customer got access to experts who can assist them with their specialized financial needs.
- Managed the branch in the absence of the manager.
0-5 years of experience
Interacting with customers in providing a number of services ranging from important advice about their accounts, problem resolution, and solving issues. Selling financial services and meeting targets. Prepared and reviewed cost reports. Handed budget management functions.
- Organized and removed online banking files no longer in use
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Created strategies to develop and expand sales of services to existing customer.
- Received regional branch award for a 20% sales increase.
0-5 years of experience
Promoted to become only one small business specialist in the branch after first year
- Received top annual bonus in the branch in two consecutive years
- Added value by generating growth in balances and utilizing proactive approach
- Took a lead role in creating an outstanding customer experience and beyond services
- Prospected and identified new business opportunities by helping all team
- Assigned high balance customers' portfolio and proactively met with them to discover their financial needs
- Partnered with specialists (Loan/ Mortgage Officers, Financial Advisors), to ensure customers get access to experts
0-5 years of experience
Strengthened partner networks, created new business opportunities, understand customers' financial needs and cross sell products and services to clientele. Achievements as Personal Banker include:
- Earned Bronze Level Payout for loaning over […] in Quarter 3 2014
- Awarded Outstanding Service Award for 10 Consecutive Perfect Score Surveys from customer experiences.
- Reached 147% in Daily Average Proxy Quarter 3 2014.
- Exceeded in Partner Referral Goals with 133% Quarter 3 2014.
0-5 years of experience
Advised high-value clients by supporting their overall financial planning, including goals and projections. Mentored new bankers by leading referral and customer service trainings.
- Acting-manager for three month and ensured branch was fully operational
- Advised high-value clients ($250,000 plus in assets)
- Promoted from within six months of employment
- Nominated 'Business Champion' for ability to generate business with surrounding community
0-5 years of experience
Managed customer portfolios, service relationships and cross-selling products and services
- Analyzed broad base of financial and credit services with the goals of acquiring 100% of customer's business
- Consolidated relationships with Wells Fargo partners to maximize sales opportunities
- Utilized profiling analysis tools to identify cross selling opportunities
0-5 years of experience
Identify sales opportunities with clients through consultative financial conversations
- Earned a 100% score on the Consultative Sales and Service Certification
- Finished 109% to goal in total point production and sales for the 2014 calendar year
- Focused on evaluating consumer credit bureaus to achieve 108% loan volume for the 2014 calendar year
- Led region in One Bank mortgage referrals and One Bank points for 2014
- Directed branch through various staffing gaps in 2014 and 2015 to maintain positive P/L movement
- Contributed to an overall branch customer experience score of A+ for 1st and 2nd Quarter 2015
- Awarded North Florida Affiliate MVP honors for 1st Quarter performance in 2015
- Named cross-sell champion by regional manager; lead weekly reporting updates and conference calls
0-5 years of experience
Ranked in the top 10% of the company as a banker in customer service key driver scores (KDS) from June 2014 to June 2015.
- Continually boost branch production and revenue by consistently meeting monthly and quarterly sales goals.
- Ranked sixth among all Personal bankers in the region for production during the month of May.
- Develop strategies to grow my client base and implement appropriate sales plans to target prospective customers.
- Deliver a full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
- Maximize the profitability of the customer's relationship by partnering with sales specialists in consumer and business lending, investments, and other product areas to ensure an outstanding customer experience.
0-5 years of experience
Skilled in assessing customer needs, providing recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
- Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Maintain the highest level of customer service in all actions and interactions by levering all available resources
- Partnering with both associates and specialists to achieve sale goals to contribute to personal and branch success
- Proactively updating book of business, outbound calls, monitoring weekly reports
- Confident in detecting, debating and managing risk
- Recognized as Top Performer Award 2014 both Quarter 4 & Quarter 1 2015
0-5 years of experience
Opened accounts on system, following appropriate policies and procedures.
- Posted daily / weekly/ monthly sales reports and pipeline. Completed necessary compliance documentation.
- Consistently exceeded personal monthly quotas by as much as 50%. Built a loyal customer base by using consultative sales approach.
- Follow regulation including but not limited to Anti-Money Laundering, USA Patriot Act. Bank Secrecy Act, OFAC, Fraud Protection Security Procedures and Privacy and confidentiality requirements.
- Provided friendly advice to a diverse clientele, promoting [company name]'s Customer Oriented Image.
0-5 years of experience
Met and exceeded sales goals in opening new accounts, loan volume, credit products, and deposit goals.
- Provided extensive training to new employees on banking procedures, protocols, and sales techniques.
- Superbly balanced cash drawers, and vault accounts on a daily basis with zero discrepancies.
- Maintained a business relationship with all personal and business account holders through customer service while expanding my portfolio.
0-5 years of experience
- Sold banking products and resolved complex service issues for individuals and business clients
- Acquired new clients through business to business sales and expanded the branch's existing book of business by contacting and following up on system generated leads
- Surpassed all sales and referral goals
- Trained and coached tellers and other branch professionals; served as back-up branch manager
0-5 years of experience
Responsible for assessing customers' financial needs in order to help them meet their goals and succeed financially. Provide a broad base of business deposit and business credit solutions.
- Develop existing business clients with the goal of acquiring 100% of their financial business.
- Proactively seeking opportunities to acquire new business through networking, outbound calls, and timely follow up on referrals.
- Develop and maintain relationships with Wells Fargo partners to maximize cross-sell opportunities.
- Consistently achieve personal goals as well as help achieve branch performance goals.
- Ranked #4 in sales and loans for the district.
0-5 years of experience
Assisted clients with opening accounts as well as managing their accounts
- Advised clients on their financial goals
- Helped drive both individual and team sales goals by doing "cold calls"
- Scheduled appointments with clients and partners at the branch
- Ensured that all customers are assisted in a timely fashion
- Resolved client issues on the spot or within the same day
- Proficient at performing teller transactions
- Provided superior customer service
0-5 years of experience
Dealt with daily customer concerns, assisting in resolutions satisfying to both client and management
- Discussed and analyzed needs and requirements with customers for financial products and services
- Ensured compliance with banking policies and procedures
- Prepared and maintained documentation for all accounts utilizing advanced banking software and hardware
- Submit loan or line applications, mortgage and investment referrals, open new demand deposit accounts, wire transfers, notaries and service client needs
- Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments
0-5 years of experience
Moved from Personal Banker to Third Key Holder/ATM Manager. Monitoring all cash within the financial center.
- Balancing and audited ATM
- Processed transactions, balancing drawer, and helped perform monthly audits.
- Reached and achieved sales goals being 3rd in the region.
- Collaborate with heads of other units to develop best practices for successful banking operations and to prevent fraud loss.
- Moved from cashier to Customer Service Supervisor within a year. Top Sales Performer for 3 years in region.
- Balancing the vault, balancing all drawers, and change orders.
- Coach cashiers to reach goals and to balance every night.
0-5 years of experience
Personal Bankers sell retail banking products and services to customers and prospects.
- Manages customer portfolio, services relationships and cross-sells all products and services.
- Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
- Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
- Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
- May handle cash transactions.
- May spend up to 30% of time completing service-related tasks.
0-5 years of experience
Primarily focus on high tier consumer with average deposit balance of 50K and up.
- Manage relationship with high tier clients and business clients.
- Small business specialist in the branch for business owners. (Doctors, CPA's, Lawyers and Etc.)
- Work closely with partners (Investment, cash management, and mortgage) strengthening relationships.
- Review and audit account opening for business and consumer accounts.
- Provide customer service, find client's needs and recommend the right product.
- Became top 5 ranking banker in the area within 4 months of hire, and recognized as high producing banker in area.
- Awarded for high producer for checking accounts, credit cards, and consumer and business loans in orange county area.
0-5 years of experience
Utilized knowledge of AML laws, including BSA, Patriot Act, and US Treasury guidelines.
- Monitored activities and adhered to institution's policies, procedures, and practices.
- Followed procedures for custody and control of records and assets to ensure safekeeping.
- Responded to customer inquiries and created positive solutions while referring prospects to partners and other banking professionals.
- Provided consumer loan solutions for customers from origination through closing.
- Processed consumer loan and credit line requests and obtained referrals.
0-5 years of experience
Successfully drove the sales of diverse banking products growing branch revenue by 15% each year
- Increased service scores with service initiatives and unwavering customer service
- Consistently met or exceeded monthly and annual objectives
- Played an integral role in supporting the Assistant Manager to lead branch operations
- Embraced and fulfilled management responsibilities on a daily basis
0-5 years of experience
Established a strong book of business of more than 50 new business clients in seven months.
- Achieved over 100% of New Acquisition goals on both business and consumer accounts.
- Generated over $500,000 in Investment sells.
- Generated business through effective lobby leading in the branch, quality service calls to new and existing clients of the company, weekly visits to new and existing clients of the company and a strong referral system with other partners of the bank.
- Provided step by step education to clients in regards to portfolios, growing and maintaining revenues of account and personalize services.
- Advised clients on what products best suit their financial situation.
- Demonstrate ability to achieve individual goals.
- S.A.F.E registered.
- Initiate applications for collateral and uncollateralized loans.
0-5 years of experience
Help branch meet monthly sales objective of new checking and savings accounts, and convenience products.
- Establish credibility and rapport with customers in order to acquire, retain, and enhance customer relationships.
- Partner with specialists such as Financial Advisors, Loan Officers, Chase Private Client bankers, and Business Bankers to service customers' specialized needs.
- Extensively interact with customers to discover their financial needs in order to recommend appropriate products and services.
- Research customers' additional investment and retirement needs such as annuities, mutual funds, 529 Plans and 401(k) rollovers.
- Interpret trends and data to make effective decisions that benefit customers' financial relationships.
Personal Banker Duties and Responsibilities
No two personal bankers are exactly alike, as specific skills vary from employer to employer. However, after analyzing online job postings, we identified several core duties and responsibilities common to the job:
Explain Banking Products Personal bankers meet with new and existing customers to discuss types of accounts, CDs, and other banking vehicles, such as money orders, savings bonds, and cashier's checks. They discuss bank policies and procedures and any changes affecting policies and procedures, answer customer questions over the phone, and make recommendations about the best products for a customer's particular needs.
Open and Close Accounts In this role, personal bankers prepare all necessary documentation to open or close accounts, enter client information into the computer, obtain signatures, assign account numbers, and make deposits or withdrawals. They also issue debit cards and handle wire transfers.
Process Banking Documents It usually falls to personal bankers to process all documentation relating to banking accounts and products. Personal bankers process applications for credit cards and safe deposit boxes as well as consumer loans and CDs. They also process direct deposit paperwork.
Perform Teller Duties Personal bankers often act as backups to tellers. They process banking deposits or withdrawals, cash checks, balance cash drawers, record banking transactions, and verify account details upon customer request.
Personal Banker Skills and Qualifications
Can you provide excellent customer service? Are you good at math? Do you possess strong computer skills? These are some of the essential abilities personal bankers must display. After reviewing several job postings, we found that employers typically look for candidates with the following skills:- Computer skills - in addition to specific banking databases and software programs, personal bankers should have working knowledge of Microsoft applications such as Word and Outlook
- Data entry - personal bankers should be able to quickly and accurately enter customer and account information into the computer as needed
- Salesmanship - personal bankers are part salesperson, as they seek to build new business through the thorough description and benefits of various banking products and programs
- Customer service - from answering questions to providing the right banking products, personal bankers should consistently deliver a high level of customer satisfaction
- Self-motivation - personal bankers must seek new business, process documents, and open accounts with little or no supervision
- Attention to detail - personal bankers need to accurately enter customer details and account numbers to obtain necessary information
- Communication skills - strong verbal communication skills are essential, as personal bankers must clearly describe bank products and policies
- Organization skills - maintaining and managing various customers' accounts calls for exceptional organization skills
Personal Banker Education and Training
While some employers require only a high school diploma or equivalent, it can be helpful to hold a bachelor's degree in finance or business administration before entering this field. Courses in accounting and economics as well as finance are important to prepare for this career. Advancement in the field could require one to possess a master's degree in business administration. A thorough understanding of banking rules and regulations is typically required. On-the-job training consists of personal bankers becoming familiar with the specific programs and accounts their bank or firm offers.
Personal Banker Salary and Outlook
PayScale reports that the median hourly wage for personal bankers across the US is $15.99. Bonuses and overtime could drive that salary closer to $20.00 per hour. Large banks and financial services companies usually pay the highest salaries for personal bankers. Those who work in this position for 20 or more years can make a salary of about $40,000 per year. Many jobs in the financial services field, such as personal banker, personal financial advisor, and securities, commodities, and financial service agents, are expected to see a 6 to 15 percent increase through 2026. The ongoing need for financial planning and investing for an aging population is believed to play a major role in this expected growth rate.
Helpful Resources
Want to bank on a career as a personal banker? If you've decided that this is the career for you, learn more about it by examining the resources provided below:
American Bankers Association - from financial regulatory information to online compliance training courses, the ABA is a great resource for personal bankers and other professionals. You can attend conferences, communicate with other professionals, and so much more
Your Way into the Bank: How to Start as a Teller and Work Your Way Up to Become a Personal Banker - use this short guide to get tips and strategies for getting started in the banking industry and learn what you need to do to land a job as a personal banker
American Banker - what's happening in the world of banking? American Banker is a digital publication that gives you insight into regulatory news, technologies, and more
Banking.com - get tips for delivering outstanding customer service, review emerging banking technologies, learn how to respond to customer demands - all that and so much more is explored in the articles and posts you'll find on this extensive site
American Banker Financial Podcasts - access these podcasts to hear interviews with banking professionals about digital technologies, mobile banking, voice banking, and other customer-oriented offerings that personal bankers should be familiar with
Relationship Calling for Bankers - another slim volume, this book explores the strategies you can use as a personal banker to build relationships with existing customers, attract new customers to your bank, and use customer service and satisfaction skills to your advantage
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