Occupation
Personal Banker
A Personal Banker works at a bank branch helping individual customers open accounts, apply for loans, and select financial products suited to their needs, often cross-selling additional services like credit cards or investment accounts. This customer-facing role blends sales acumen with genuine relationship management, requiring comfort using banking software systems to process transactions and pull up account histories. Personal bankers need broad financial products knowledge to advise customers confidently across checking, savings, lending, and credit offerings.
Duties & responsibilities
- Open and manage customer accounts across checking, savings, and other deposit products
- Process loan applications and facilitate credit requests for individuals and small businesses
- Recommend financial products and services based on customer needs and circumstances
- Build and maintain long-term relationships with customers to increase retention and loyalty
- Cross-sell banking products such as credit cards, investment accounts, and other services
- Use banking software systems to access account information and process transactions
- Ensure compliance with banking regulations including SAFE Act requirements
What Personal Banker roles involve, from employers’ own postings.
How much does a Personal Banker make?
Too few Personal Banker postings state pay to publish a median yet: 5 of 7 open roles do, and we wait for 25.
Who is hiring for Personal Banker roles?
7 open Personal Banker roles from 4 employers.
From employers’ own postings, as of.
Personal Banker in the job market
Last checked October 28, 2026
- Open roles
- 7
- Employers
- 4
- Median pay
- —
- Disclose pay
- —
on Career App right now
hiring for it
not enough disclosed
of these roles
Career ladder
Often comes from
Similar roles
Open Personal Banker roles (7)
Personal Banker
WaFd Bank
Full-time · Olympia, WA · $22 – $33 / hour
A customer-facing role at a bank where you'll build client relationships, open accounts, discuss loan products, and develop foundational banking skills while learning the company's systems. This suits someone starting a banking career who enjoys working with people and wants hands-on experience in a branch environment.
Listed on WaFd Bank’s careers site · Apply there ↗
Personal Banker
WSFS Bank
Maple Glen, PA
Listed on WSFS Bank’s careers site · Apply there ↗
Personal Banker
OneAZ Credit Union
Oracle, AZ
Listed on OneAZ Credit Union’s careers site · Apply there ↗
Personal Banker SAFE Act - (9th/42nd) Manhattan Plaza Branch
Citigroup
Full-time · New York, NY · $61,280 – $85,520
This is an entry-level position at a Citi branch where you'll develop relationships with consumer clients, process small business credit requests, and recommend relevant banking products and services. The role suits someone with banking, retail, or sales experience who wants to grow into personal banking and can manage multiple client interactions daily.
Listed on Citigroup’s careers site · Apply there ↗
Personal Banker SAFE Act - Plainedge Branch
Citigroup
Full-time · New York, NY · $61,280 – $85,520
This entry-level banking role focuses on building customer relationships and driving sales of financial products to individuals and small businesses. It suits someone starting a career in retail banking or sales who wants to develop cross-selling skills and work directly with customers.
Listed on Citigroup’s careers site · Apply there ↗
Personal Banker I
OneAZ Credit Union
Full-time · Safford, AZ · $20 – $25 / hour
A Personal Banker role at OneAZ Credit Union in Safford, Arizona, focused on building member relationships and guiding people through financial products and services. The position suits someone who enjoys sales and client interaction, with responsibility for account opening, loan facilitation, and community engagement.
Listed on OneAZ Credit Union’s careers site · Apply there ↗
Personal Banker SAFE Act, Boynton Beach Area, Officer
Citigroup
Full-time · Boynton Beach, FL · $50,600 – $70,600
This entry-level banking role involves building customer relationships and driving sales of financial products and services to individual consumers and small businesses. It suits someone with banking or retail sales experience who can manage client interactions, identify cross-sell opportunities, and work within a regulated compliance framework.
Listed on Citigroup’s careers site · Apply there ↗
Likely next role (8)
Where Personal Bankers commonly go next: Banking Branch Manager, Loan Officer, Personal Financial Advisor.
LOAN SPECLST (AGRL)
Farm Service Agency
Full-time · Salt Lake City, Utah; Seattle, Washington; Phoenix, Arizona; Los Angeles, California; San Francisco, California; Denver, Colorado; Washington, District of Columbia; Miami, Florida; Atlanta, Georgia; Chicago, Illinois; Indianapolis, Indiana; New Orleans, Louisiana; Boston, Massachusetts; Minneapolis, Minnesota; Kansas City, Missouri; Albuquerque, New Mexico; New York, New York; Oklahoma City, Oklahoma; Portland, Oregon; Austin, Texas · $40,736 – $80,243
This USDA position supports farm loan administration across multiple Kansas counties, involving loan application review, borrower counseling, and credit analysis within a training program. It suits candidates with financial, agricultural, or business backgrounds who want to work in agricultural lending and rural development.
Via USAJOBS · Apply there ↗
SBA Lending Relationship Manager
WSFS Bank
$111,440 – $183,082
This role leads the sales lifecycle for Small Business Administration loans at a regional bank, generating leads, structuring loan proposals, and managing a territory while serving existing clients. It suits experienced lending professionals who excel at business development, relationship building, and navigating complex commercial credit structures.
Listed on WSFS Bank’s careers site · Apply there ↗
SBA Business Development Officer 2
U.S. Bank
Full-time · Atlanta, GA · $103,950 – $127,050
This role generates Small Business Administration loan opportunities for commercial real estate financing, with over 80% of time spent in outside sales activities. It suits experienced relationship managers and business development professionals who can balance loan origination with customer relationship building.
Listed on U.S. Bank’s careers site · Apply there ↗
Consumer Lending Specialist
Simmons Bank
This role handles the paperwork and regulatory compliance for consumer real estate loans, preparing disclosures and coordinating documentation between lenders, underwriters, and closing vendors to ensure loans close on time and within all legal requirements. It suits someone detail-oriented who enjoys working through complex regulatory requirements and coordinating across multiple parties.
Listed on Simmons Bank’s careers site · Apply there ↗
Senior Associate, Transaction Management
AllianceBernstein
Minneapolis, MN · $110,000 – $155,000
A transaction management professional who handles due diligence, underwriting, and closing for residential loan portfolios acquired in bulk or as flows, working across an established alternative investment firm's operations and external partners. The role suits someone with structured transaction experience who can manage multiple complex deals simultaneously while maintaining compliance and anticipating business risks.
Listed on AllianceBernstein’s careers site · Apply there ↗
Virtual Banker - Onsite
OneAZ Credit Union
Full-time · Phoenix, AZ · $21 – $26 / hour
A loan origination and member service specialist role in a credit union call center handling incoming applications for consumer loans and deposit accounts, plus outbound lead generation. This role suits someone with customer service experience in financial services who enjoys relationship building and can manage multiple products across lending and deposits.
Listed on OneAZ Credit Union’s careers site · Apply there ↗
Loan Specialist (Agricultural)
Farm Service Agency
Franklin, TX · $74,678 – $97,087
This USDA Farm Service Agency role assists in administering agricultural loan programs, including providing credit counseling to borrowers and approving loans within delegated authority limits. It suits candidates with experience in agricultural lending, financial analysis, or farm management who want to work directly with farmers and ranchers.
Via USAJOBS · Apply there ↗
LOAN ASSISTANT/SPECLST (AGRL)
Farm Service Agency
Full-time · Hopkinsville, KY · $40,736 – $80,243
This is a developmental loan administration role within the USDA Farm Service Agency, where the successful candidate will learn to process agricultural loan applications, counsel farm borrowers, and support a Farm Loan Manager across one or more counties. The position suits people with a background in finance, agriculture, or business who want to build expertise in farm credit and lending while working in rural communities.
Via USAJOBS · Apply there ↗
Roles similar to Personal Banker (36)
From Bank Teller, Banking Branch Manager, Banking Sales Staff, Financial Consultant, Financial Services Manager, Financial Services Sales Agent, Insurance Sales Agent, Loan Officer, Loan Processor, Mortgage Loan Officer, Senior Loan Officer.
Teller (Brownsville Morrison)
PlainsCapital Bank
Brownsville, TX
A teller role at PlainsCapital Bank's Brownsville Morrison branch focused on processing customer financial transactions and delivering strong service. The position involves routine cash handling, deposits, withdrawals, transfers, and loan payments while maintaining professionalism and accuracy.
Listed on PlainsCapital Bank’s careers site · Apply there ↗
LOAN SPECLST (AGRL)
Farm Service Agency
Full-time · Salt Lake City, Utah; Seattle, Washington; Phoenix, Arizona; Los Angeles, California; San Francisco, California; Denver, Colorado; Washington, District of Columbia; Miami, Florida; Atlanta, Georgia; Chicago, Illinois; Indianapolis, Indiana; New Orleans, Louisiana; Boston, Massachusetts; Minneapolis, Minnesota; Kansas City, Missouri; Albuquerque, New Mexico; New York, New York; Oklahoma City, Oklahoma; Portland, Oregon; Austin, Texas · $40,736 – $80,243
This USDA position supports farm loan administration across multiple Kansas counties, involving loan application review, borrower counseling, and credit analysis within a training program. It suits candidates with financial, agricultural, or business backgrounds who want to work in agricultural lending and rural development.
Via USAJOBS · Apply there ↗
Bank Teller
AdventHealth
Orlando, FL
Listed on AdventHealth’s careers site · Apply there ↗
Loan Processor
Citigroup
Listed on Citigroup’s careers site · Apply there ↗
Teller / Customer Service Representative - Bismarck Country West - Part-Time
Gate City Bank
Part-time · Bismarck, ND · $18 – $19 / hour
Gate City Bank is recruiting a part-time customer service representative to handle transactions, open accounts, and provide financial guidance at their Bismarck branch. The role suits people comfortable with cash handling and customer interaction who want flexible afternoon and Saturday hours.
Listed on Gate City Bank’s careers site · Apply there ↗
Loan Review Coordinator
DriveTime
Mesa, AZ
This role involves reviewing customer income documentation for auto loan applications, verifying accuracy, and identifying potential fraud before loans are funded. It's suited to detail-oriented people comfortable with straightforward analytical work in a fast-paced, metrics-focused environment.
Listed on DriveTime’s careers site · Apply there ↗
Sr Teller Dubuque Main, IA (Part-time 20hrs) (Sign-On Bonus $750)
U.S. Bank
Part-time · Dubuque, IA · $20 – $22 / hour
A part-time teller role at U.S. Bank focused on delivering customer service, processing routine financial transactions, and identifying sales opportunities in branch locations. This suits someone seeking flexible retail banking work with standard hours and customer interaction.
Listed on U.S. Bank’s careers site · Apply there ↗
Remote Mortgage Loan Officer (Philadelphia, PA)
Zillow
Full-time · Philadelphia, PA · $12 – $25 / hour · Remote
This is a remote mortgage loan officer role at Zillow Home Loans where you'll originate purchase loans and guide borrowers through the entire lending process. The position offers flexibility to work in either a high-volume, phone-driven model or a relationship-focused approach with real estate agents, backed by Zillow's technology and operational infrastructure.
Listed on Zillow’s careers site · Apply there ↗
SBA Lending Relationship Manager
WSFS Bank
$111,440 – $183,082
This role leads the sales lifecycle for Small Business Administration loans at a regional bank, generating leads, structuring loan proposals, and managing a territory while serving existing clients. It suits experienced lending professionals who excel at business development, relationship building, and navigating complex commercial credit structures.
Listed on WSFS Bank’s careers site · Apply there ↗
Consumer Lending Specialist
Simmons Bank
This role handles the paperwork and regulatory compliance for consumer real estate loans, preparing disclosures and coordinating documentation between lenders, underwriters, and closing vendors to ensure loans close on time and within all legal requirements. It suits someone detail-oriented who enjoys working through complex regulatory requirements and coordinating across multiple parties.
Listed on Simmons Bank’s careers site · Apply there ↗