Personal Banker
Similar Professions

Alternative Careers and Similar Jobs to a Personal Banker

As a Personal Banker, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Relationship Banker
  • Banker
  • Universal Banker
  • Private Banker
  • Banking Center Manager
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    Alternative Careers
  • Relationship Manager
  • Business Banking Specialist
  • Financial Services Representative
  • Loan Officer
  • Credit Analyst
  • Teller
  • Loan Clerk
  • Member Service Representative
  • Lending Specialist
  • Relationship Specialist
  • Unlock all suggestions

    Similar Job Titles to a Personal Banker

    These job titles are similar to the Personal Banker role, and are often used interchangeably by companies. For example, some employers may refer to a Personal Banker as either a Relationship Banker or a Banker.

    Relationship Banker
     Extremely Similar Skills
    ★  Very Popular

    Skill Similarity

    98%

    A Relationship Banker shares 98% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Cross Selling
    Small Business Lending
    Series 6
    Deposits
    Branch Banking
    Loan Origination

    Load more skills
    See all Relationship Banker skills
    Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    97%

    A Banker shares 97% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Financial Markets
    Private Banking
    Corporate Finance
    Investment Banking
    Business Planning
    Wealth Management
    Asset Management
    Business Strategy

    Load more skills
    Explore this career profile See all Banker skills
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    Universal Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    96%

    An Universal Banker shares 96% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Cross Selling
    Deposits
    Cash Handling
    Teller Operations
    Branch Banking
    Cash Management
    NMLS Licensed
    Small Business Lending

    Load more skills
    See all Universal Banker skills
    Private Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    76%

    A Private Banker shares 76% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Private Banking
    Wealth Management
    Commercial Lending
    Small Business Lending
    Investment Banking
    Electronic Funds Transfer
    Private Banking
    Wealth Management

    Load more skills
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    Banking Center Manager
     Very Similar Skills
     Growing

    Skill Similarity

    90%

    A Banking Center Manager shares 90% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Small Business Lending
    Commercial Lending
    Cross Selling
    Branch Management
    Loan Origination
    Lines Of Credit
    Deposits
    Branch Banking

    Load more skills
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    Alternative Careers and Related Jobs For a Personal Banker

    Here is a list of possible career transitions and similar professions a typical Personal Banker often moves into, within or outside their industry.

    Relationship Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    72%

    A Relationship Manager shares 72% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Team Leadership
    Management
    Corporate Finance
    Teamwork
    Customer Relationship Management (CRM)
    Financial Risk
    Private Banking
    Financial Markets

    Load more skills
    Explore this career profile See all Relationship Manager skills
    Business Banking Specialist
     Very Similar Skills
     Growing

    Skill Similarity

    85%

    A Business Banking Specialist shares 85% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Small Business Lending
    Commercial Lending
    Loan Origination
    Cross Selling
    Small Business
    Treasury Management

    Load more skills
    See all Business Banking Specialist skills
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    Financial Services Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    73%

    A Financial Services Representative shares 73% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Life Insurance
    Retirement Planning
    Fixed Annuities
    Disability Insurance
    Insurance
    Financial Planning
    Long Term Care Insurance
    Term Life Insurance

    Load more skills
    Explore this career profile See all Financial Services Representative skills
    Loan Officer
     Fairly Similar Skills
     Growing

    Skill Similarity

    53%

    A Loan Officer shares 53% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Loan Origination
    Refinance
    Residential Mortgages
    Working with First-Time Home Buyers
    U.S. Federal Housing Authority (FHA)
    Investment Properties
    U.S. VA Loans
    Real Estate

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    Explore this career profile See all Loan Officer skills
    Credit Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    62%

    A Credit Analyst shares 62% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Data Analysis
    Financial Risk
    Analytical Skills
    Business Analysis
    Microsoft Access
    Accounting
    Corporate Finance
    Management

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    Teller
     Very Similar Skills
     Growing

    Skill Similarity

    85%

    A Teller shares 85% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Teller skills
    Loan Clerk
     Fairly Similar Skills
     Growing

    Skill Similarity

    64%

    A Loan Clerk shares 64% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Loan Clerk skills
    Member Service Representative
     Very Similar Skills
     Growing

    Skill Similarity

    84%

    A Member Service Representative shares 84% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Member Service Representative skills
    Lending Specialist
     Very Similar Skills
     Growing

    Skill Similarity

    80%

    A Lending Specialist shares 80% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Load skills
    See all Lending Specialist skills
    Relationship Specialist
     Very Similar Skills
     Growing

    Skill Similarity

    87%

    A Relationship Specialist shares 87% of core skills with a Personal Banker.

    Skills to develop to transition to this role

    Load skills
    See all Relationship Specialist skills

    High Value Skills to Build as a Personal Banker

    If you're a Personal Banker and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as a Personal Banker. Building these skills will set you up for the most number of the above careers.

    • Cross Selling
    • Small Business Lending
    • Series 6
    • Deposits
    • Branch Banking
    • Loan Origination
    • Team Leadership
    • Management
    • Corporate Finance
    • Teamwork
    • Customer Relationship Management (CRM)
    • Financial Risk
    • Private Banking
    • Financial Markets
    • Investment Banking
    • Business Planning
    • Wealth Management
    • Asset Management
    • Business Strategy
    • Cash Handling

    Word Cloud of Skills to Build as a Personal Banker

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do you need to be a Business Banking Specialist?

    If you want to become a Business Banking Specialist, you need to develop skills like Small Business Lending, Commercial Lending, Loan Origination, Cross Selling, Small Business and Treasury Management.

    What skills do you need to be a Lending Specialist?

    As a Personal Banker trying to become a Lending Specialist, you should develop skills like:

    • Loan Origination
    • Loan Servicing
    • Underwriting
    • Commercial Lending
    • Refinance
    • Residential Mortgages
    • Anaconda
    • Time Management

    What are examples of professions that are similar to a Personal Banker?

    Similar professions and job titles to a Personal Banker are Lending Specialist, Financial Services Representative, Teller, Member Service Representative, Relationship Specialist, Business Banking Specialist, Credit Analyst and Loan Clerk.

    What are the best jobs for a former Personal Banker?

    Job titles that are especially common for a Personal Banker to move into include Relationship Manager, Loan Clerk, Member Service Representative, Lending Specialist, Teller, Loan Officer, Credit Analyst and Business Banking Specialist.

    What are some job titles that are similar to a Personal Banker?

    It's common for a Personal Banker to be referred to as a Banker, Private Banker, Universal Banker, Banking Center Manager or Relationship Banker.

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