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Personal Banker Jobs (NOW HIRING)

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 ...

Commerce Bank

Personal Banker

Ballwin, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Florissant, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Jackson, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Derby, KS · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Ballwin, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Wichita, KS · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Grandview, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

O Fallon, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Columbia, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Columbia, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Wentzville, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Overland Park, KS · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Metamora, IL · On-site

$18.25 - $22.50/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

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 ...

Commerce Bank

Personal Banker

Columbia, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Belleville, IL · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Independence, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

Commerce Bank

Personal Banker

Columbia, MO · On-site

$20.55 - $25.05/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a ...

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Personal Banker information

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$13

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$27

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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Personal Banker jobs near you
Personal Banker

Personal Banker

Renasant Bank

Madison, MS • On-site

$15.75 - $19/hr

Other

Posted 21 days ago

Renasant Bank rating

6.0

Company rating: 6.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

128th of 144 rated banks

Job description

Overview
Personal Bankers are intentional about delivering a consistent best in class customer experience. 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 understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
  • Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
  • Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
  • Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
  • Execute and role model the Renasant service standards in every customer and teammate interaction
  • Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
  • Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
  • Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
  • Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
  • Participate in community activities as a representative of Renasant Bank;
  • Serve as a back-up Teller or Head Teller, if needed
  • Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
  • Properly complete all account maintenance activities
  • Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
  • Perform other related duties as assigned

Qualifications
  • High school diploma or equivalent required, college education preferred
  • Minimum of 1 year related customer experience and sales experience required
  • Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
  • Ability to produce individual and team sales and customer experience results
  • Ability to remain focused on customer financial needs and acts with the customers priorities in mind
  • Knowledgeable of the financial services industry and local community to better serve the customer
  • Effective written and verbal communication skills
  • Attention to detail with strong record of accuracy in handling of transactions
  • Comfortable using a variety of technology software products to process transactions
  • Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
  • Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
  • Ability to travel for training, other development opportunities, and between branches, as needed

For all Senior Personal Bankers:
  • Minimum of 2 years of successful personal sales experience
  • Ability to handle complex transactions with limited supervision
  • Operational strength with limited exceptions
  • Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts

For all Licensed Personal Bankers:
  • Current State insurance license
  • Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
  • Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance

Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

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