Job and Salary of Personal Banker

Duties:
Services high-net-worth accounts; manages business
and individual customer deposit and loan portfolio;
refers business to investment management, trust, and
other departments as needed

Alternate Title(s):Private Banker, Relationship Banker

Salary Range US: $30,000 to $75,000 and up
Salary Range Indo: -

Employment Prospects: Good

Prerequisites:
Education or Training—Bachelor’s degree with courses
in accounting and finance; additional training provided
by financial institution
Experience—Three to six years of retail banking experience,
or related financial services experience marketing
financial services
Special Skills and Personality Traits—Excellent written
and verbal communication skills; good organizational
and customer service skills; ability to handle multiple
tasks in a busy environment; strong sales experience;
experience dealing with public accounting and law firms;
knowledge of consumer banking, credit and business
banking services; experience handling trusts, investments,
tax insurance, real estate management, estate
planning and financial planning; formal credit training
Special Requirements—Series 7 registered representative
and Series 63 brokerage licenses are required in
some situations

Tips for Entry :
1. If you have prior lending experience, your customer
experience and contacts can open the door to an interview.
2. Networking is key to success in this position, much
like any sales job. Attend meetings of local civic organizations
to learn about job opportunities.
3. Follow newspaper ads and apply directly to the financial
institution advertising the position.
4. Take college courses in business and marketing to
gain insights into small business management.

CAREER LADDER

Entry = Consumer Loan Officer
Middle = Personal Banker
Top = Personal Banking Supervisor

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