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Financial Institution Industry

Since 1999


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  Website Updated 1/21/2012

Your Source for Banking Policies, Procedures, and More.

Personal Banker Job Description


Job Description Summary


The Personal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services  The position of Personal Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications, and is required to provide leadership, training and support to less experienced New Account Representatives and other branch staff members.


All job descriptions developed by Bankpolicies.com also include the following subject matter to help you develop an ADA compliant document:


- Essential Duties

- Secondary Duties

- Supervisory Responsibility

- Environment and Physical Activity

- Mental Demands

- Minimum Requirements


This job description template (approximately 4 pages in Arial Font Size 9 text) is available to purchase from Bankpolicies.com in Microsoft® Word format for a flat fee of $30.00, and you can receive your order via e-mail attachment or on CD-ROM for large volume orders.


Mix and Match Volume Pricing


Would you like to mix and match multiple policies, procedures or job descriptions and receive a special volume discount?  Click here to see how much you can save.


Ordering Instructions


Placing an order with Bankpolicies.com is fast and convenient.  Your order will be completed within 24 hours via e-mail regardless of your method of payment.*  Orders placed by international or non-financial institution clients must be pre-paid by credit card.


Invoice:  Send an e-mail addressed to service@bankpolicies.com.  Be sure to include:


  The name of your organization.

  A contact name and title.

  Your mailing and billing address.

  Your telephone and fax numbers.


Credit Card:  Please visit the Banker Store of BankersOnline.com where our products are also offered.  Specifically, this product is located here.


*Large volume orders shipped on CD-ROM via UPS two day mail at no extra charge.


Please ensure your SPAM filter is set to allow an e-mail originating from our Bankpolicies.com domain address to successfully arrive in your e-mailbox.


NOTE:  $25.00 Minimum Order.  Click here for important news regarding payment terms and our return policy.


Sample Request


Click here if you are interested in receiving a sample version of this product by e-mail attachment.



All prices as of 1/21/2012 and subject to change without prior notice.