# Personal Banker

Occupation

Canonical page: https://career.thegoodapps.co/occupations/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.

Top skills: [Customer Relationship Management](https://career.thegoodapps.co/skills/customer-relationship-management), [Sales](https://career.thegoodapps.co/skills/sales)

## Career ladder

- Often comes from: [Bank Teller](https://career.thegoodapps.co/occupations/bank-teller), [Banking Sales Staff](https://career.thegoodapps.co/occupations/banking-sales-staff)
- Often leads to: [Banking Branch Manager](https://career.thegoodapps.co/occupations/banking-branch-manager), [Loan Officer](https://career.thegoodapps.co/occupations/loan-officer), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor)

## Similar roles

[Bank Teller](https://career.thegoodapps.co/occupations/bank-teller), [Banking Branch Manager](https://career.thegoodapps.co/occupations/banking-branch-manager), [Banking Sales Staff](https://career.thegoodapps.co/occupations/banking-sales-staff), [Financial Consultant](https://career.thegoodapps.co/occupations/financial-consultant), [Financial Services Manager](https://career.thegoodapps.co/occupations/financial-services-manager), [Financial Services Sales Agent](https://career.thegoodapps.co/occupations/financial-services-sales-agent), [Insurance Sales Agent](https://career.thegoodapps.co/occupations/insurance-sales-agent), [Loan Officer](https://career.thegoodapps.co/occupations/loan-officer), [Loan Processor](https://career.thegoodapps.co/occupations/loan-processor), [Mortgage Loan Officer](https://career.thegoodapps.co/occupations/mortgage-loan-officer), [Senior Loan Officer](https://career.thegoodapps.co/occupations/senior-loan-officer)

## Open Personal Banker roles (8)

- [Personal Banker](https://wsfsbank.wd1.myworkdayjobs.com/en-US/wsfscareers/job/Narberth-PA/Personal-Banker-I_R-104014-3) at [WSFS Bank](https://career.thegoodapps.co/organizations/wsfs-bank) — Narberth, PA (listed on WSFS Bank's own careers site)
- [Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Arthur Godfrey Branch, Officer](https://career.thegoodapps.co/jobs/1bb2c1a7-231e-4687-9b2f-e4447b952d79/personal-banker-safe-act-bilingual-english-spanish-speaking-preferred-arthur) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Miami Beach, FL, $50,600 – $70,600
- [Personal Banker](https://job-boards.greenhouse.io/oneazcreditunion/jobs/4245908009) at [OneAZ Credit Union](https://career.thegoodapps.co/organizations/oneaz-credit-union) — Safford, AZ (listed on OneAZ Credit Union's own careers site)
- [Personal Banker SAFE Act - Virginia/Capitol area](https://career.thegoodapps.co/jobs/42c37bdb-b2c7-4a54-a532-77e66c7e3cb4/personal-banker-safe-act-virginia-capitol-area-at-citigroup) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Washington, DC, $58,190 – $81,210
- [Personal Banker SAFE Act, Jackson Heights/74th Street Branch](https://career.thegoodapps.co/jobs/ead21054-3958-45d1-bee5-50564edbb069/personal-banker-safe-act-jackson-heights-74th-street-branch-at-citigroup) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Jackson Heights, NY, $61,280 – $85,520
- [Personal Banker SAFE Act, Encinitas Branch, Officer](https://career.thegoodapps.co/jobs/ccce788f-0bfe-4764-ab7d-e7a7f834187b/personal-banker-safe-act-encinitas-branch-officer-at-citigroup) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Encinitas, CA, $58,190 – $81,210
- [Personal Banker SAFE Act - Bilingual Spanish preferred  - Maryland/Capitol area](https://career.thegoodapps.co/jobs/ee55212e-ef12-453e-a4d2-d17a42f23939/personal-banker-safe-act-bilingual-spanish-preferred-maryland-capitol-area-at) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Gaithersburg, MD, $58,190 – $81,210
- [Personal Banker SAFE Act, Boynton Beach Area, Officer](https://career.thegoodapps.co/jobs/9dd93b30-80f5-4b78-8756-ef4ba4215cc7/personal-banker-safe-act-boynton-beach-area-officer-at-citigroup) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Boynton Beach, FL, $50,600 – $70,600

## Likely next role (3)

Where Personal Bankers commonly go next: [Banking Branch Manager](https://career.thegoodapps.co/occupations/banking-branch-manager), [Loan Officer](https://career.thegoodapps.co/occupations/loan-officer), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor).

- [Loan Advisor](https://career.thegoodapps.co/jobs/fec84ab0-5720-4045-985e-3661f942d343/loan-advisor-at-drivetime) at [DriveTime](https://career.thegoodapps.co/organizations/drivetime) — Fort Worth, TX
- [Direct Lending Interviewer](https://career.thegoodapps.co/jobs/07ed9d25-653e-4348-b6b1-c211ac09f39c/direct-lending-interviewer-at-citizens-equity-first-credit-union) at [Citizens Equity First Credit Union](https://career.thegoodapps.co/organizations/citizens-equity-first-credit-union) — Full-time, Peoria, IL, $19 – $22 / hour
- [Senior Associate, Transaction Management](https://career.thegoodapps.co/jobs/b4907d67-ccc2-417f-b8b0-2b35bb84e1d8/senior-associate-transaction-management-at-alliancebernstein) at [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein) — Minneapolis, MN, $110,000 – $155,000

## Roles similar to Personal Banker (18)

From [Bank Teller](https://career.thegoodapps.co/occupations/bank-teller), [Banking Branch Manager](https://career.thegoodapps.co/occupations/banking-branch-manager), [Banking Sales Staff](https://career.thegoodapps.co/occupations/banking-sales-staff), [Financial Consultant](https://career.thegoodapps.co/occupations/financial-consultant), [Financial Services Manager](https://career.thegoodapps.co/occupations/financial-services-manager), [Financial Services Sales Agent](https://career.thegoodapps.co/occupations/financial-services-sales-agent), [Insurance Sales Agent](https://career.thegoodapps.co/occupations/insurance-sales-agent), [Loan Officer](https://career.thegoodapps.co/occupations/loan-officer), [Loan Processor](https://career.thegoodapps.co/occupations/loan-processor), [Mortgage Loan Officer](https://career.thegoodapps.co/occupations/mortgage-loan-officer), [Senior Loan Officer](https://career.thegoodapps.co/occupations/senior-loan-officer).

- [Financial Consultant](https://xcelenergy.wd1.myworkdayjobs.com/en-US/External/job/Minneapolis-MN-55401/Financial-Consultant_JR116021-2) at [Public Service Company of Colorado](https://career.thegoodapps.co/organizations/public-service-company-of-colorado) (listed on Public Service Company of Colorado's own careers site)
- [Mortgage Loan Officer](https://gatecitybank.wd5.myworkdayjobs.com/en-US/gatecitybankcareers/job/Fargo-ND/Mortgage-Loan-Officer_REQ-2763) at [Gate City Bank](https://career.thegoodapps.co/organizations/gate-city-bank) — Fargo, ND (listed on Gate City Bank's own careers site)
- [Financial Consultant](https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Coralville-IA-USA/Financial-Consultant_R260700475-3) at [Nuveen](https://career.thegoodapps.co/organizations/nuveen) — Coralville, IA (listed on Nuveen's own careers site)
- [Loan Advisor](https://career.thegoodapps.co/jobs/fec84ab0-5720-4045-985e-3661f942d343/loan-advisor-at-drivetime) at [DriveTime](https://career.thegoodapps.co/organizations/drivetime) — Fort Worth, TX
- [Direct Lending Interviewer](https://career.thegoodapps.co/jobs/07ed9d25-653e-4348-b6b1-c211ac09f39c/direct-lending-interviewer-at-citizens-equity-first-credit-union) at [Citizens Equity First Credit Union](https://career.thegoodapps.co/organizations/citizens-equity-first-credit-union) — Full-time, Peoria, IL, $19 – $22 / hour
- [Senior Associate, Transaction Management](https://career.thegoodapps.co/jobs/b4907d67-ccc2-417f-b8b0-2b35bb84e1d8/senior-associate-transaction-management-at-alliancebernstein) at [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein) — Minneapolis, MN, $110,000 – $155,000
- [Mortgage Loan Officer (Seattle, WA)](https://career.thegoodapps.co/jobs/1bff4c5c-90f9-45e3-a9c8-ca7a0a782e42/mortgage-loan-officer-seattle-wa-at-zillow) at [Zillow](https://career.thegoodapps.co/organizations/zillow) — Full-time, Seattle, WA, $12 – $25 / hour
- [Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, North Miami Beach Area](https://career.thegoodapps.co/jobs/30bbc20d-fc8c-4351-88d5-9618d58778ac/part-time-universal-banker-20-hours-bilingual-english-spanish-speaking) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Part-time, $20 – $26 / hour
- [Sheridan Village Member Assistant](https://career.thegoodapps.co/jobs/ad8f73ca-4a9a-46de-af8d-8dc586287faa/sheridan-village-member-assistant-at-citizens-equity-first-credit-union) at [Citizens Equity First Credit Union](https://career.thegoodapps.co/organizations/citizens-equity-first-credit-union) — Full-time, Peoria, IL, $19 – $22 / hour
- [Remote Mortgage Loan Officer (Atlanta, GA)](https://career.thegoodapps.co/jobs/8f06c61e-a4b3-4613-b4f0-0045ce3e8979/remote-mortgage-loan-officer-atlanta-ga-at-zillow) at [Zillow](https://career.thegoodapps.co/organizations/zillow) — Full-time, Atlanta, GA · Remote

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