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Personal Banker Jobs (NOW HIRING)

City National Bank & Trust

Personal Banker

El Reno, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

City National Bank & Trust

Personal Banker

Tulsa, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

City National Bank & Trust

Personal Banker

Miami, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

City National Bank & Trust

Personal Banker

Ponca City, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

Commerce Bank

Personal Banker

Columbia, MO · On-site

$18.25 - $22.25/hr

Personal Banker Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight ...

Renasant Bank

Personal Banker

Madison, MS · On-site

$15.75 - $19/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Renasant Bank

Personal Banker

Starkville, MS · On-site

$17.25 - $21/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Renasant Bank

Personal Banker

Tupelo, MS · On-site

$15.75 - $19.25/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Renasant Bank

Personal Banker

Foley, AL · On-site

$16.50 - $20/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Oxford Bank

Personal Banker

Lake Orion, MI

$17.75 - $21.75/hr

Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in ...

Apply Early

Renasant Bank

Personal Banker

Nashville, TN · On-site

$18.50 - $22.75/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Renasant Bank

Personal Banker

Pearl, MS · On-site

$16 - $19.50/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

Renasant Bank

Personal Banker

Crystal Springs, MS · On-site

$16.25 - $19.75/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

City National Bank & Trust

Personal Banker

Tulsa, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

Renasant Bank

Personal Banker

Millry, AL · On-site

$17.25 - $21.25/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

City National Bank & Trust

Personal Banker

Lawton, OK · On-site

$15/hr

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while ...

Apply Early

Oxford Bank

Personal Banker

Lake Orion, MI · On-site

$17.75 - $21.75/hr

Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in ...

Renasant Bank

Personal Banker

Millry, AL · On-site

$17.25 - $21.25/hr

A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep ...

First Bank

Personal Banker

Santa Barbara, CA · On-site

$25 - $32/hr

About our Personal Banker Role In this role as a Personal Banker, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our ...

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Personal Banker information

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$13

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How much do personal banker jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for personal banker in the United States is $20.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $22.60 per hour, depending on experience, location, and employer.

Is a personal banker just a teller?

A personal banker is a banking professional who provides personalized financial advice, helps with account management, loans, and investments, and often builds ongoing client relationships. Unlike tellers, who primarily handle cash transactions and deposits, personal bankers have a broader role that requires sales skills, financial knowledge, and sometimes certifications. Both roles are part of retail banking but serve different functions within the bank's customer service structure.

What are the key skills and qualifications needed to thrive as a Personal Banker, and why are they important?

To thrive as a Personal Banker, you need a solid understanding of financial products, sales techniques, and customer service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance procedures is essential. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart. These skills are crucial for building client trust, achieving sales goals, and ensuring accurate financial transactions within the bank.

What is the difference between Personal Banker vs Customer Service Representative?

AspectPersonal BankerCustomer Service Representative
CredentialsHigh school diploma; some roles may require FINRA or banking certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, financial advising settingsCall centers, retail stores, bank branches
Primary ResponsibilitiesFinancial advising, account management, loan and mortgage assistanceHandling customer inquiries, transactions, account support
Employer & Industry UsageBanking, financial servicesBanking, retail, customer service sectors

Personal Bankers focus on financial advising and managing client accounts, often requiring specialized knowledge and certifications. Customer Service Representatives primarily handle customer inquiries and transactions, with less emphasis on financial advising. While both roles work in banking environments, their responsibilities and skill requirements differ significantly.

What are personal bankers?

Personal bankers are financial professionals who assist customers with their banking needs, such as opening accounts, managing savings and checking accounts, processing loan applications, and providing advice on financial products. They work in bank branches and act as the primary point of contact for customers seeking personalized financial services. Personal bankers help clients make informed decisions about their money and often suggest products that align with clients' financial goals.

What is the role of a personal banker?

A personal banker assists customers with banking needs such as opening accounts, providing financial advice, and offering loan or credit options. They often work in bank branches, use banking software, and require good customer service and financial knowledge.

What do personal bankers do?

Personal bankers assist customers with banking needs such as opening accounts, managing deposits and withdrawals, providing financial advice, and offering loan or credit services. They often work in bank branches, use banking software, and may require relevant certifications or licenses to provide financial guidance.

What are some common challenges Personal Bankers face when supporting clients, and how can they effectively address them?

Personal Bankers often encounter challenges such as managing multiple client requests simultaneously, addressing complex financial needs, and staying current with banking regulations. Effective time management and strong communication skills are crucial for prioritizing tasks and ensuring each client receives personalized service. Building a deep understanding of financial products and proactively seeking training opportunities can help Personal Bankers confidently guide clients through financial decisions and regulatory changes.

What qualifications do I need to be a personal banker?

To become a personal banker, candidates typically need a high school diploma or equivalent, with some positions preferring or requiring a bachelor's degree in finance, business, or related fields. Strong customer service skills, knowledge of banking products, and proficiency with banking software are important, and relevant certifications such as the Series 6 or 7 may be required for certain roles.

What Is a Personal Banker?

A personal banker is a financial planner and advisor for their customers, providing investment options and assistance in preparing long-term financial goals, estates, taxes and wills. Their responsibilities are calculating the risks and rewards of investments (like stocks and bonds), making recommendations, setting up educational and retirement funds, and offering or selling insurance. They service multiple customers, and may also offer tax preparation. A personal banker will meet with their clients to review financial records, update them on their investments, or change financial plans.

More about Personal Banker jobs
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What are the most commonly searched types of Personal Banker jobs? The most popular types of Personal Banker jobs are:
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What states have the most Personal Banker jobs? States with the most job openings for Personal Banker jobs include:
What job categories do people searching Personal Banker jobs look for? The top searched job categories for Personal Banker jobs are:
What are popular job titles related to Personal Banker jobs? For Personal Banker jobs, the most frequently searched job titles are:
Personal Banker jobs near you
Personal Banker

Personal Banker

City National Bank & Trust

El Reno, OK • On-site

$15/hr

Full-time

Posted 28 days ago

Be an early applicant

Job description


City National Bank and Trust

Job Description: Personal Banker

Department: Retail

Status: Full time

Equal Opportunity Employer

Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.

Responsibilities:

  • Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
  • Develop and expand customer growth through daily prospecting and follow-up activities.
  • Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
  • Effectively cross-sell and market bank products and services to customers and prospects.
  • Protect customer confidentiality and privacy while practicing branch security procedures.
  • Participate in daily branch operations, gaining proficiency in various areas of personal banking.
  • Actively log customer interactions and follow-ups into Synapsys with detailed notes.
  • Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.

Qualifications:

  • Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.
  • Proficiency with Microsoft products, general computer skills, and basic math skills.
  • Ability to work flexible or extended hours with consistent attendance and punctuality.
  • Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.
  • Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.

Education and Experience:

  • High School diploma or equivalent
  • Demonstrate alignment with City National Bank’s values and vision.


Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.
  • Ability to lift/carry no more than 20lbs.
  • Ability to stand for the majority of the assigned work schedule.
  • Clear verbal communication and close vision with the ability to adjust focus.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.