Personal Banker

Personal Bankers work at bank offices to complete high-level tasks related to bank accounts. They talk to people who want to open an account, take out a loan, start a new card or update personal details and permissions on their bank account. Personal Bankers are also responsible for helping current banking clients answer questions about their finances, investigating potential cases of fraud and convincing clients to sign up for additional banking services. They record interactions with clients and use financial management systems to make corrections to account balances, enter data and initiate applications for loans and lines of credit.