Also referred to as: Financial Services Branch Sales Manager, Sales and Client Relationship Manager - Banking
Requirements and Responsibilities

Personal Banking Manager manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Personal Banking Manager ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Personal Banking Manager requires a bachelor's degree. Typically reports to a director. The Personal Banking Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Personal Banking Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.

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