Personal Banker Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Personal Banker:

  • BSc/BA in Finance, Accounting or similar field preferred
  • Proven experience as a personal banker; experience in sales or customer service is a plus
  • Knowledge of personal banking practices and regulations
  • Familiarity with banking software; excellent use of MS Office
  • Ability to work diligently to meet targets
  • Excellent communication and negotiation skills
  • Customer-oriented approach to handling problems

Note that this is not an exhaustive list of Personal Banker skill, qualifications and experience. Job requirements for specific Personal Banker roles may vary, depending on the industry and type of employer.