What does a Personal Banker II do?
Personal bankers are the first person a customer will encounter when they step inside of a bank. They are responsible for creating a welcoming environment for a bank's new and regular customers as they help them with their banking needs and activities.
Personal bankers assist with account-related requests including deposits, withdrawals, transfers, or applications for debit and credit cards. They refer customers to a financial expert if needed and advise and sell customers on the bank's financial goods and services that go beyond simple accounts and cards. They assist in the resolution of any issues a customer may have with their banking services and guide them with services including a mortgage, loan, savings and retirement options. Personal bankers open and close accounts as requested, and they monitor customer accounts to ensure information is up-to-date. Personal bankers learn more about a customer's needs and help them find proper solutions within their bank. Personal bankers need a minimum high school diploma or equivalency including a GED and specific on-the-job training as provided by their employer.
Personal Banker II Salaries
Average Base Pay
Personal Banker II Career Path
Learn how to become a Personal Banker II, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Personal Banker II Insights
“The job it’s self is nice and working with the people is such an amazing learning experience.”
“this wasn't the schedule I wanted and it didn't provide a good work/life balance for me.”
“Wells Fargo has the best training program than any company I've ever worked for.”
“I really liked the manager that hired me but she moved locations not long after I started.”
“Good pay and great pro”
“Good pay and good whatever you want”
“I have been told to reschedule surgeries for my children because it didn't work with the schedule because turnover rate is SO high.”
“training experience was good to the last month then my branch got to busy to train me on the important stuff.”
Personal Banker II Interviews
Personal Banker II jobs
Frequently asked questions about the role and responsibilities of a personal banker ii
When working as a personal banker ii, the most common skills you will need to perform your job and for career success are Military Experience, Professionalism, Leadership, Relationship-building and Requests.
- Relationship Banker
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The most common qualifications to become a personal banker ii is a minimum of a Bachelor's Degree and an average of 0 - 1 of experience not including years spent in education and/or training.