Personal Banker Education and Job Requirements

Personal Banker Requirements

The personal banker’s job is very crucial in terms of maintain a high level of operational efficiency in banking transactions. A personal banker renders valuable consulting advices in details to the customers regarding various types of accounts and relevant financial services offered by the bank which he legally represents. He/she also supervises certain clerical assignments and updates important documents. Working as a personal banker, a person has lots of responsibilities in moderating the section of customer satisfaction. The details written below would say in a more detailed manner about the education and job requirements of this post.

Education requirements:

  • A bachelor’s degree in economics or finance with at least a second class honors degree.
  • A master’s degree in economics or finance.
  • Training in banking administration is sought.
  • Diploma in basic computer usage is a plus.

Job requirements:

  • A thorough command over the English language – speaking and writing.
  • The applicants should have application based knowledge about the various baking operations and financial transactions.
  • The personal banker must responsibly verify the credentials of the customer to repay the loan before processing it.
  • He/she should exhibit good documentation skills.

The above-specified points are needed for any reputed organization to recruit an able candidate for the post.

Category: Banking Education Requirements

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  1. Banking Education Requirements | Education Requirements | January 22, 2011

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