Personal bankers work closely with individual clients who open up savings and checking accounts with various banks. Their job is to find banking options that work for the individual clients. They will sit with clients to ask questions and deal with any concerns. These individuals operate as service agents for people who keep their money in a bank.
Skillset: The job consists of multiple parts. Bankers need to be familiar with the basics of finance. Though the job does not typically consist of advanced financial analysis, personal bankers must understand the relevant financial products. The job also requires communication skills. Part of the banker's job is to communicate with the person who owns the account.
Education: Many people who work in this field earn undergraduate degrees in finance. They might also have liberal arts degrees that focus on communication skills. Personal bankers who want to climb the bank ladder will go on and get MBAs if possible.
Career Path: A good career in personal banking will start with the relevant education that is needed to open the doors to a job in a bank. Some people will choose to supplement their education by working for a bank while they are in school. A personal banker might be able to rise to the role of branch manager or higher within his bank.
Update your browser to have a more positive job search experience.
Upgrade My Browser