Personal Banker Hiring Guide | LinkedIn Talent Solutions (2024)

FAQs

How do you ace a personal banker interview? ›

As a personal banker, you should be able to describe your ability to sell financial services. Let your interviewer know how you plan to discover what products and services are best for the customer and how you would introduce them. Show the interviewer that you understand what it takes to effectively make a sale.

The estimated total pay range for a Personal Banker at TD is $60K–$70K per year, which includes base salary and additional pay. The average Personal Banker base salary at TD is $60K per year. The average additional pay is $7K per year, which could include cash bonus, stock, commission, profit sharing or tips.

Most personal banking positions are not considered entry-level, although some beginning positions are available, so interviewees should be prepared to describe any relevant education or experience in customer service, sales, finance, or banking in great detail.

“After looking at the job requirements and researching your company history and policies, I think that my skills in customer care, accuracy and smart investing can help your clients make smart financial decisions. I am committed to complete confidentiality and have had previous experience dealing with tough customers.”

For instance, you might say, "One of my strengths is my meticulous nature, helping ensure accuracy in complex financial tasks. Conversely, I acknowledge that I can be too detail-oriented at times, potentially slowing productivity.

How much does a Personal Banker make in California? As of Jun 5, 2024, the average hourly pay for a Personal Banker in California is $19.10 an hour.

Personal banking typically does not pay as well as investment banking and other Wall Street careers, but it offers a significantly better work-life balance, and the hours are much more reasonable.

During the interview, be prepared to provide specific examples from your previous experience that demonstrate your skills and suitability for the role. Show enthusiasm, professionalism, and a strong work ethic. And also, don't neglect your appearance because you never get a second chance to make a first impression.

How to answer tell me about yourself? ›

“I'm [Your Name], a recent graduate with a degree in [Your Degree] and a strong interest in the banking sector. During my studies, I developed strong communication and interpersonal skills through [mention relevant activities/projects]. I'm a fast learner and highly motivated to contribute to a team environment.”

Answer “what is your greatest weakness” by choosing a skill that is not essential to the job you're applying to and by stressing exactly how you're practically addressing your weakness. Some skills that you can use as weaknesses include impatience, multitasking, self-criticism, and procrastination.

I pursued a career as a personal banker because I have a passion for finance and enjoy helping people achieve their financial goals. This role allows me to combine my interest in finance with my strong interpersonal skills, enabling me to build strong relationships with clients and provide tailored financial solutions.

“I should be hired for this role because of my relevant skills, experience, and passion for the industry. I've researched the company and can add value to its growth. My positive attitude, work ethics, and long-term goals align with the job requirements, making me a committed and valuable asset to the company.”

I pursued a career as a personal banker because I have a passion for finance and enjoy helping people achieve their financial goals. This role allows me to combine my interest in finance with my strong interpersonal skills, enabling me to build strong relationships with clients and provide tailored financial solutions.

Private banking is a way to enjoy the high incomes offered by Wall Street, but with reasonable hours and less stress. Private banker salaries vary based on total assets under management (AUM), which is the aggregate value of their clients' portfolios.