Share
If you’ve ever searched for a “Personal Banker job description,” you’ve probably seen the same thing over and over again:
Bullet points. Buzzwords. Zero personality.
Something like this:
“Responsibilities include opening accounts, cross-selling products, and maintaining client relationships…”
Useful? Maybe.
Inspiring? Not at all.
But here’s the truth:
Top-performing personal bankers aren’t just checking boxes.
They’re relationship-builders. Problem-solvers. The kind of people who make your clients feel seen and valued. And a generic job description isn’t going to attract that level of talent.
So if you’re serious about hiring a great personal banker—not just filling a seat—this article will show you how to write a job post that actually works.
Before we begin, I highly recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . It breaks down why traditional job posts fail and what to do instead.
But if you’re ready to write a better job post for your next hire, let’s start with something most articles skip…
If you’ve Googled “Payroll Manager job description,” you’ve probably seen the same thing over and over again:
Bullet points. Buzzwords. Boilerplate.
But here’s the problem—those generic job posts don’t help you attract great Payroll Managers. They just tick boxes.
And when your job post looks like everyone else’s, the best candidates won’t even stop to read it. They’ll scroll right past—because it doesn’t speak to them.
Most job descriptions fail because they treat hiring like a checklist, not a conversation. But if you want to attract top-tier professionals who can truly manage your company’s payroll processes with accuracy, leadership, and discretion, you need more than just a template.
You need a job post that connects.
Before we dive in, I highly recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . It breaks down what most job descriptions get wrong—and how to fix them with clarity, warmth, and strategy.
In this guide, I’ll show you how to write a Payroll Manager job description that actually attracts the right candidates—whether you’re hiring someone experienced or open to training someone with potential.
We’ll break it down piece by piece—so you can stop sifting through low-effort applications and start building a payroll team that actually delivers.
Build a winning team—without the hiring headache.
WorkScreen helps you hire fast, confidently, and without second-guessing.
What A Personal Banker Actually Does - Their Roles
Let’s cut through the fluff.
A Personal Banker isn’t just someone who opens accounts or processes transactions.
They’re the go-to advisor for everyday banking customers—helping people manage their finances, solve problems, and plan for the future. Whether it’s recommending the right credit card, helping a client apply for a loan, or explaining account features in simple terms, a great personal banker makes banking feel personal.
At their best, personal bankers don’t just follow scripts.
They build trust.
They listen.
They find real solutions.
That’s why when hiring for this role, you’re not just looking for someone with product knowledge—you’re looking for someone with emotional intelligence, communication skills, and a genuine desire to help people.
Now that we’re clear on what the role really is, let’s look at two job description templates you can actually use—one for experienced candidates, and one for people you’re willing to train.
Two Great Personal Banker Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Experienced Personal $Banker Job Description
📌 Job Title: Personal Banker at Horizon First Bank – Help Clients Succeed Financially
💼 Job Type: Full-Time
📍 Location: Dallas, TX
💰 Salary Range: $48,000–$58,000/year (plus performance bonuses)
🎥 A quick word from our hiring manager:
Watch this short video from our Branch Director, Julia Carter, on why this role is key to our mission:
👉 [Insert Loom or YouTube link here]
🏦 Who We Are
Horizon First Bank is a community-first financial institution serving Texas residents for over 20 years. We’re known for our friendly branch teams, transparent services, and a “people-before-products” philosophy. Every day, we help individuals and families take control of their finances and plan for a better future—whether that’s through personalized lending support, easy-to-use digital tools, or in-branch guidance from bankers who actually care.
We’re proud to be the kind of bank where clients know your name—and trust your advice.
🤝 Why This Role Is a Great Fit
This isn’t a behind-the-scenes role. As a Personal Banker, you’re the heartbeat of our branch. You’ll be working face-to-face with clients, solving real financial problems, recommending helpful solutions, and becoming the person they ask for by name. If you love both numbers and people—and want to be part of a team that truly values both—this is your opportunity.
🔍 What You’ll Be Doing
- Build and manage client relationships across personal banking needs
- Open and maintain accounts, guide loan applications, and assist with credit services
- Recommend relevant financial products tailored to each client
- Resolve client concerns with patience, accuracy, and care
- Meet performance goals through service—not pushy selling
- Collaborate with tellers and financial specialists to ensure seamless service
✅ What We’re Looking For
- 2+ years of experience as a personal banker or similar financial advisory role
- Confidence with banking systems, digital tools, and customer platforms
- Excellent communication, problem-solving, and service recovery skills
- Experience handling cash, forms, and customer documentation
- A passion for financial wellness and client success
🎁 Perks & Benefits
- Competitive base salary + performance-based bonuses
- Health, dental & vision insurance (eligible after 30 days)
- 401(k) with up to 5% company match
- Employee checking account perks
- Paid time off, holidays & sick leave
🌟 Why You’ll Love Working Here
At Horizon First, we don’t believe in micromanagement—we believe in momentum. You’ll have the tools, training, and trust to do your job well. We promote from within, offer real leadership paths, and treat our team like the professionals they are. You’ll join a tight-knit group where effort is recognized, growth is encouraged, and client impact is what drives us.
📥 How to Apply
We don’t rely on résumés alone.
To make the process fair and efficient, we use WorkScreen—a platform that evaluates your skills through a short, structured process. No long cover letters. No résumé black holes.
Click below to get started:
👉 [Insert WorkScreen Link]
🌱 Entry-Level / Willing-to-Train Personal Banker Job Description
📌 Job Title: Personal Banker Trainee – Start Your Banking Career at Horizon First
💼 Job Type: Full-Time
📍 Location: Dallas, TX
💰 Salary Range: $42,000–$46,000/year
🎥 A quick message from our hiring manager:
Our Branch Director, Julia Carter, shares what we’re looking for and why this role could be your next big step:
👉 [Insert Loom or YouTube link here]
🏦 Who We Are
Horizon First Bank is a community-centered financial institution that’s helped over 40,000 Texans feel more confident about their money. With 12 branches across the state, we combine personalized service with modern tools to help every client—no matter their background—reach their goals. We believe banking should be simple, respectful, and relationship-driven. And we’re proud to be known for that.
🤝 Why This Role Is a Great Fit
You don’t need a finance degree to start your career in banking. You just need curiosity, people skills, and the motivation to learn. If you’re passionate about helping others and want to build real-world financial expertise, this is your chance. We’ll train you from day one—and support your growth every step of the way.
🔍 What You’ll Be Trained To Do
- Greet and assist clients with daily banking needs
- Open accounts, explain services, and walk clients through digital tools
- Shadow senior bankers to build knowledge across savings, lending, and credit
- Answer client questions and direct them to helpful resources
- Learn to identify client needs and recommend solutions confidently
✅ What We’re Looking For
- High school diploma or GED
- Great attitude and willingness to learn
- Comfort speaking with people from all backgrounds
- Detail-oriented, organized, and tech-comfortable
- Previous customer service or retail experience is a plus—but not required
🎁 Perks & Benefits
- Full-time salary with regular performance reviews
- Paid on-the-job training and mentoring
- Health, dental & vision insurance
- 401(k) + company match
- Paid holidays, vacation, and personal leave
- Free employee checking and savings accounts
🌟 Why You’ll Love Working Here
This isn’t a “get coffee and file papers” kind of job. At Horizon First, we train you to become a full-fledged banking professional—with responsibilities, challenges, and growth built into your role. You’ll be part of a supportive team that wants you to succeed and gives you every reason to. If you’re ready to start a career—not just get a job—you’ll feel right at home here.
📥 How to Apply
We care more about your potential than your résumé.
That’s why we use WorkScreen—a short, skill-based evaluation that helps us understand how you think, solve problems, and communicate.
Click the link below to get started:
👉 [Insert WorkScreen Link]
Let’s cut through the fluff.
A Personal Banker isn’t just someone who opens accounts or processes transactions.
They’re the go-to advisor for everyday banking customers—helping people manage their finances, solve problems, and plan for the future. Whether it’s recommending the right credit card, helping a client apply for a loan, or explaining account features in simple terms, a great personal banker makes banking feel personal.
At their best, personal bankers don’t just follow scripts.
They build trust.
They listen.
They find real solutions.
That’s why when hiring for this role, you’re not just looking for someone with product knowledge—you’re looking for someone with emotional intelligence, communication skills, and a genuine desire to help people.
Now that we’re clear on what the role really is, let’s look at two job description templates you can actually use—one for experienced candidates, and one for people you’re willing to train.
Smart Hiring Starts Here
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Why These Personal Banker Job Posts Actually Work
Here’s a breakdown of what makes both job descriptions strong, clear, and magnetic to top talent:
✅ 1. The Job Titles Are Clear and Specific
Instead of generic titles like “Banker” or “Customer Associate,” the titles tell candidates exactly what the role is and who it’s for:
- “Personal Banker at Horizon First Bank – Help Clients Succeed Financially” signals both the job and its mission.
- “Personal Banker Trainee – Start Your Banking Career at Horizon First” invites entry-level applicants and shows them it’s okay to apply with no experience.
These titles set expectations, filter in the right people, and make the post stand out on job boards.
✅ 2. The Introductions Provide Context and Purpose
Both posts open with a short video message from the hiring manager. This immediately humanizes the company and builds trust. The intros also explain why the role matters—not just what it is.
Top candidates care about meaning. These intros speak to that directly.
✅ 3. The ‘Who We Are’ Section Is Specific and Real
Instead of vague buzzwords like “fast-growing” or “innovative,” these posts give real details:
- 20+ years in Texas
- Community-first values
- A banking philosophy focused on people, not just products
This gives candidates a clear picture of the company’s mission, tone, and long-term credibility.
✅ 4. The Posts Explain ‘Why This Role Is a Great Fit’
This section isn’t about perks—it’s about alignment.
It speaks directly to the candidate’s goals:
- “You’ll be the heartbeat of our branch.”
- “You just need curiosity, people skills, and the motivation to learn.”
These lines inspire confidence and help candidates picture themselves thriving in the role.
✅ 5. Perks & Benefits Are Listed Separately (and Clearly)
The posts include real, specific benefits—not vague promises:
- Salary ranges
- Health insurance
- PTO, 401(k), paid training
- Internal promotions and leadership paths
Being transparent builds trust and attracts applicants who are serious about long-term roles.
✅ 6. Responsibilities Show Real-World Impact
These aren’t just to-do lists—they explain the “why” behind the tasks:
- “Help clients feel confident about their money”
- “Become the person they ask for by name”
- “Solve real financial problems”
It shows that the role is about making a difference, not just following procedures.
✅ 7. The Hiring Process Is Transparent and Respectful
Both posts explain how to apply, what the candidate can expect, and why WorkScreen is used.
This signals to the applicant:
“We’ve thought about your experience. You won’t be ghosted. You’ll be evaluated fairly.”
That’s rare—and powerful.
✅ 8. The Tone Feels Human, Not Corporate
Instead of robotic bullet points, the language is friendly, confident, and respectful.
Phrases like:
- “You’ll feel right at home here”
- “We don’t believe in résumé black holes”
- “Start a career—not just get a job”
…all create warmth and trust.
Example of a Bad Personal Banker Job Description (And Why It Fails)
Below is a typical generic job description found on many career sites. After you read it, we’ll break down exactly why it doesn’t attract high-quality candidates.
❌ Bad Job Post Example
Job Title: Personal Banker
Company: Generic Bank Inc.
Location: Austin, TX
Job Type: Full-Time
Job Summary
Generic Bank Inc. seeks a Personal Banker to handle client accounts and cross-sell financial products. The candidate must meet sales targets and maintain strong customer relationships.
Responsibilities
- Open and close customer accounts
- Cross-sell banking products and services
- Process loan applications and credit card requests
- Address customer queries and complaints
- Meet or exceed monthly sales goals
Requirements
- High school diploma required; Bachelor’s degree preferred
- Previous banking experience a plus
- Excellent communication and sales skills
- Ability to handle multiple tasks
- Familiarity with banking software
How to Apply
Qualified applicants should submit their résumé and cover letter to careers@genericbank.com. Only shortlisted candidates will be contacted.
❌ Why This Job Post Falls Short:
Here’s why the above job description won’t attract your best applicants:
- The Job Title is Vague and Generic
It simply says “Personal Banker” without giving candidates any idea of the job’s specific value or purpose. Top candidates look for clarity and meaningful roles. - The Introduction Feels Cold and Transactional
There’s no mention of the company’s mission, values, or why the role matters. It makes the job feel transactional, reducing candidate interest. - No Salary or Benefits Information
Top talent expects transparency. Omitting details like pay, benefits, and perks signals either outdated thinking or a lack of openness, which is a major turn-off. - Lacks Insight into Company Culture or Values
Candidates want to know what it’s like to work at the company, the kind of people they’ll work with, and how their role fits into something bigger. This description fails entirely on that front. - Responsibilities are Generic and Bland
They sound like a copy-paste from every other personal banker role online. There’s nothing showing impact, growth opportunities, or why a good candidate would be excited about the work. - The Hiring Process Feels Dismissive and Impersonal
The phrase “Only shortlisted candidates will be contacted” gives applicants a sense of disrespect. Modern candidates expect transparency and courtesy, not a vague, dismissive line. - No Personality or Warmth in the Call to Action
The closing instruction is robotic and feels like a formality. It doesn’t invite, inspire, or motivate anyone to apply.
Bonus Tips to Make Your Job Description Stand Out
You’ve already learned how to craft a strong, human-focused Personal Banker job description. Now, here are a few powerful tips to further enhance your job post and attract even stronger candidates:
⚠️ Tip 1: Add a Security & Privacy Notice
Candidates worry about scams and identity theft when applying online. Reassure them with a clear statement such as:
IMPORTANT NOTICE:
“We value your privacy and security. Horizon First Bank will never ask for sensitive personal information (like bank details or social security numbers) during the initial hiring stages. Please report any suspicious activity immediately.”
This builds trust instantly and makes candidates feel safe.
🏝️ Tip 2: Mention Leave Days or Flexible Time Off
Highlighting work-life balance helps attract candidates looking for a sustainable career—not just a paycheck. For example:
“Enjoy up to 20 days of paid vacation and flexible personal leave, so you can recharge and return energized. We believe great work starts with rested employees.”
This appeals directly to top talent seeking meaningful balance in their lives.
📚 Tip 3: Highlight Training & Career Growth Opportunities
Great candidates seek long-term growth—not just a short-term role. Include statements like:
“We invest heavily in our team. At Horizon First, you’ll have access to ongoing professional training, certifications, and mentorship opportunities. We actively promote from within, helping you build a meaningful career here—not just a job.”
This signals your commitment to employee development and future potential.
🎥 Tip 4: Include a Personal Video Message (Loom or YouTube)
Adding a quick, authentic video from your hiring manager or CEO dramatically improves your post’s warmth and credibility. It doesn’t have to be fancy—just genuine:
- Introduce yourself and your role.
- Share why this job matters.
- Tell them briefly about your team culture.
“Watch this quick message from Julia Carter, our Branch Director, to hear directly from her why Horizon First could be your next great career move.”
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
These bonus elements elevate your job description above standard templates and directly speak to the values of high-performing, thoughtful candidates.
Should You Use AI to Write Job Descriptions?
AI can seem like an easy shortcut for writing job posts.
And, honestly, that’s part of the problem.
Let’s be clear:
Using AI to instantly generate a generic job post might save you time initially—but it will cost you in quality applicants.
❌ Why You Shouldn’t Rely Solely on AI
If you simply tell an AI tool, “Write me a personal banker job description,” here’s what you’ll get:
- Bland, generic wording that’s indistinguishable from thousands of other posts.
- Zero reflection of your actual company culture, values, or role specifics.
- A job post that attracts the wrong kind of candidate: people who skim listings without intention, rather than genuinely qualified talent who connect with your vision.
Remember: Your job description is your first impression. It should reflect your company culture, values, and the real-world purpose of the job—not a robot’s guess.
✅ The Smart Way to Use AI
AI isn’t inherently bad—it’s all in how you use it.
The right approach: Give the AI precise inputs and use it to enhance your own content, rather than blindly creating it.
Here’s exactly how to prompt AI effectively:
Provide clear, human-driven context such as:
- Company details: “We’re Horizon First Bank, serving communities in Texas for 20+ years.”
- Role specifics: “Hiring a Personal Banker who’ll help clients manage accounts, loans, and financial decisions with empathy and accuracy.”
- Your values and culture: “We prioritize people over profits and believe banking should be relationship-driven, not transactional.”
- Who you’re looking for: “A strong communicator, with emotional intelligence, and preferably 2+ years in financial services.”
- Tone & style: “Friendly, human, professional—but not corporate jargon.”
- Benefits & salary transparency: “Include salary range ($48–58K), PTO, 401(k) matching, health benefits, and growth opportunities.”
Example prompt you can use:
“I’m creating a job description for a Personal Banker at Horizon First Bank. We’re community-focused, emphasize relationship banking, and value empathy and clear communication. The ideal candidate has 2+ years banking experience and loves helping people manage their finances. Include salary range ($48–58K), clear benefits, transparent hiring process, and a friendly but professional tone. Please draft a post inspired by [insert link to job description examples]. Here are a few notes I’ve written to get you started: [paste your notes] ”
Then, use AI-generated content as a starting point, and always edit it to make it your own.
Don’t let bad hires slow you down.
WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Job Description Templates for Quick Use
We know that sometimes, you just need something solid—fast.
Maybe you’ve read the guide and understand what makes a great job post. But you also want a professional, ready-to-use template you can copy, paste, and customize in just a few minutes.
That’s what this is.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational Job Description Template (Culture-First Style)
📌 Job Title: Personal Banker at [Your Company] – Build Relationships & Support Financial Success
💼 Job Type: Full-Time
📍 Location: [Location]
💰 Salary Range: [Salary range]
🎥 A Quick Message from Your Hiring Manager:
Watch this brief video from [Hiring Manager’s name & title] about why this role is important and what makes [Your Company] special:
👉 [Insert video link]
🏦 Who We Are
At [Your Company], we believe banking should be personal, helpful, and accessible. For [X years], we’ve helped clients manage their finances, reach goals, and feel genuinely supported. If you share our passion for meaningful client relationships, you’ll feel right at home here.
🌟 Why This Role Is a Great Fit
This role isn’t transactional. As a Personal Banker, you’ll guide clients through important financial decisions. You’ll become their trusted advisor, problem-solver, and advocate. If you enjoy helping people and want meaningful work, this is the job for you.
🔍 What You’ll Be Doing
- Help clients open accounts, manage loans, and navigate our services
- Recommend products based on client goals (never pushy)
- Handle client concerns with empathy and clarity
- Collaborate with branch teams to ensure great client experiences
✅ What We’re Looking For
- Experience in banking or customer-facing roles
- Strong communication and listening skills
- Genuine interest in helping clients succeed
- Comfort with digital banking tools
🎁 Perks & Benefits
- Competitive salary + performance bonuses
- Health, dental & vision coverage
- Paid vacation, holidays, and personal leave
- 401(k) matching program
- Training and clear paths for advancement
📥 How to Apply
We value your time, so we use WorkScreen to ensure fair, skills-based evaluation.
Apply quickly and easily here: 👉 [Insert WorkScreen link]
✅ Option 2: Structured Job Description Template (Job Brief + Responsibilities + Requirements)
Job Title: Personal Banker
Company: [Your Company Name]
Location: [Your Location]
Employment Type: Full-Time
Salary: [Salary range]
🎥 A Quick Message from Your Hiring Manager:
Watch this brief video from [Hiring Manager’s name & title] about why this role is important and what makes [Your Company] special:
👉 [Insert video link]
Job Brief:
We’re hiring a Personal Banker to assist clients with their banking needs and financial goals. This role involves providing personalized service, offering advice on banking products, and helping clients navigate financial decisions effectively.
Responsibilities:
- Open and manage client accounts
- Advise clients on financial products and solutions
- Process applications for loans and credit cards
- Resolve customer concerns promptly and professionally
- Meet monthly client service and performance goals
- Work closely with branch staff to deliver excellent client experiences
Requirements:
- Proven experience as a personal banker or customer-focused role
- Strong interpersonal and communication skills
- Familiarity with banking software and digital services
- Detail-oriented with a commitment to quality customer service
- High school diploma required; Bachelor’s preferred
Perks & Benefits:
- Competitive salary plus incentive opportunities
- Comprehensive health, dental & vision insurance
- Retirement savings plan with company matching
- Generous paid time off and holidays
- Ongoing professional training and development
Application Process:
Apply through our WorkScreen evaluation platform for a straightforward, skills-based hiring experience: [Insert WorkScreen link]
Now That Your Job Post Is Ready—Let WorkScreen.io Handle the Rest
A great job description is just the beginning.
But once your post goes live, you’ll quickly face a bigger challenge:
Spotting your top candidates quickly and confidently.
That’s exactly why we built WorkScreen.io.
Here’s how WorkScreen helps you transform the way you hire:
🎯 Quickly Identify Your Best Candidates
- WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
✅ Easily Administer One-Click Skill Tests
- With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
🛡️ Eliminate Low-Effort (and AI-Generated) Applicants
- WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
⏱️ Ready to Hire Better, Faster, and Smarter?
You’ve crafted a compelling, human-focused job description. Now let WorkScreen make the next step even easier. and streamline your entire hiring process—from first click to final hire.
Frequently Asked Questions - Personal Banker Job Description
Tellers primarily handle routine transactions, such as deposits, withdrawals, and basic account questions. They focus on accuracy, speed, and transactional tasks at the counter.
Personal Bankers, however, take a more advisory role. They build relationships, advise clients on financial products (such as loans, credit cards, and savings accounts), and help customers navigate more complex financial decisions. They spend more time on client interactions and less on basic transactional tasks.
A successful Personal Banker should have:
- Excellent interpersonal & communication skills: They must clearly explain financial products and connect emotionally with clients.
- Empathy and emotional intelligence: To build trust and handle sensitive financial conversations effectively.
- Problem-solving skills: Quickly addressing client issues and recommending personalized solutions.
- Attention to detail: To accurately manage documentation, account information, and transactions.
- Comfort with digital tools: Ability to guide clients through digital banking platforms.
- Integrity and professionalism: Since they handle sensitive financial information daily.
In the United States, the average salary for a Personal Banker ranges from approximately $45,000 to $58,000 per year, depending on location, experience level, and employer. In larger cities or more competitive markets, Personal Bankers often earn more due to higher demand and cost-of-living adjustments.
Not exactly. Personal Bankers typically help clients manage day-to-day banking needs—like account management, personal loans, or credit products. Their scope is more immediate and banking-focused.
Financial Advisors, however, usually provide more long-term financial planning, such as investment strategy, retirement planning, and wealth management. Advisors often require specialized certifications, such as CFP (Certified Financial Planner), while personal bankers do not.
