[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-258769-105":53,"doc-detail-258769-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","personal-banker-job-description-retail-banking","Personal Banker Job Description - Retail Banking","","Personal Banker responsibilities center on delivering superior customer service while handling over-the-counter deposit and loan transactions, verifying funds, and maintaining accurate account records. The role includes cashing checks and processing withdrawals, promoting consumer and mortgage products, collecting and posting loan payments, generating receipts, and placing holds for uncollected funds. Daily duties cover cash-drawer balancing, ATM balancing, night depository bag checks, account documentation review, scanning uploads, and online banking assistance.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/personal-banker-job-description-retail-banking/258769/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/personal-banker-job-description-retail-banking/258769.png","ImageObject",442,249,{"name":88,"@type":89},"Caleb Sterling","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does a Personal Banker do in retail banking?","Question",{"text":109,"@type":110},"The role provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales, and problem solving. Duties include verifying deposits and withdrawals and ensuring accurate account records.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which major tasks are included in job responsibilities?",{"text":114,"@type":110},"Responsibilities include processing checks and cash, promoting loans and related services, receiving and entering payments, generating receipts, placing holds for uncollected funds, counting and packaging currency, and balancing cash drawers and ATM machines.",{"name":116,"@type":107,"acceptedAnswer":117},"What are the job requirements and expectations?",{"text":118,"@type":110},"A high school diploma or equivalent is required, with prior banking and/or customer service experience preferred. Successful completion of in-house training is needed, along with strong interpersonal and computer skills, and the ability to perform essential physical requirements up to 20 pounds.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},258769,1790482566,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962084925290,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","Personal Banker Job Description  \nDepartment: Retail Banking  \nReports to: Lead Personal Banker/Branch Manager  \nSupervises: None  \nClassification: Non-Exempt JOB SUMMARY  \nProvides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales and problem solving.  \nJob Responsibilities:  \nPrimary:  \n1. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.  \n2. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.  \n3. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler’s checks and money orders.  \n4. Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts.  \n5. Places holds on accounts for uncollected funds.  \n6. Counts, checks and packages coins and currency.  \n7. Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary.  \n8. Is responsible for checking night depository bags and recording proper information on the financial institution’s forms.  \n9. Uncovers customer needs and assists them in opening accounts/services to meet their needs.  \n10. Next day review of all account documentation/CIP verification.  \n11. Scanning and uploading all necessary account documentation.  \n12. Daily balancing of ATM machines.  \n13. Ordering of customer checks/deposit tickets.  \n14. Process daily night drop deposits.  \n15. Assisting customers with Online Banking Services: set up, password resets, etc.  \n16. Responsible for opening and closing the branch.  \n17. Works harmoniously and collaboratively with team members to accomplish bank objectives.  \nOther: Assist with other duties as assigned.  \nJob Requirements:  \nEducation: High school diploma or equivalent.  \nCertifications: None  \nRequired Knowledge, Skills, Abilities, Training and Experience: Prior banking and/or customer service experience preferred. Successful completion of in-house training program. Good interpersonal communication and computer skills; ability to operate standard office equipment such as computers, adding machines and typewriters.  \nEssential Physical Requirements:  \n1. Ability to converse verbally and in writing with others.  \n2. Ability to utilize general office equipment, Internet and various business software programs (i.e. MS office) .  \n3. Ability to stand for long periods, stoop, bend, twist, and lift up to 20 pounds.  \nReviewed By:  \nName: AMB Date: September 2019  \nEEO Statement:  \nBank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.  \nJob Description Review & Acknowledgement:  \nThis job description does not list all the duties of the job. Supervisors or managers often assign other additional duties. This job description may be revised at any time. This job description isnot a contract for employment, and either the employee or employer may terminate employment at any time for any reason.  \nI understand this job description and its requirements, and that I am expected to complete all duties as assigned. I understand the job functions may change from time to time. I will be able to perform the essential functions of the position with or without accommodation. I understand that I will inform management of my accommodation needs if I need ac","cbCaiq02fjtTqjtU","https://ap.wps.com/l/cbCaiq02fjtTqjtU","pdf",191318,"English","# Job Summary\n## Job Responsibilities\n## Other\n## Job Requirements\n## Education and Training\n## Essential Physical Requirements\n## Reviewed By\n## EEO Statement\n## Job Description Review & Acknowledgement","[{\"question\":\"What does a Personal Banker do in retail banking?\",\"answer\":\"The role provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales, and problem solving. Duties include verifying deposits and withdrawals and ensuring accurate account records.\"},{\"question\":\"Which major tasks are included in job responsibilities?\",\"answer\":\"Responsibilities include processing checks and cash, promoting loans and related services, receiving and entering payments, generating receipts, placing holds for uncollected funds, counting and packaging currency, and balancing cash drawers and ATM machines.\"},{\"question\":\"What are the job requirements and expectations?\",\"answer\":\"A high school diploma or equivalent is required, with prior banking and/or customer service experience preferred. Successful completion of in-house training is needed, along with strong interpersonal and computer skills, and the ability to perform essential physical requirements up to 20 pounds.\"}]","Personal Banker Job Description - Retail Banking | PDF",1789325829]