| Banking Dictionary: Personal Banker |
Bank employee who manages a customer's accounts much as a Broker manages a client's securities portfolio. Each personal banker services specific customers, opens new accounts, takes loan applications, answers questions about other banking services, and in general acts as a personal financial advisor.
See also Cross-Sell; Customer Service Representative; Private Banking.
| 5min Related Video: Personal Banker |
 | Customer Service Representative (CSR) (in banking) |
| Marketing (in banking) |
| Private Banking (in banking) |
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 | Banking Dictionary. Dictionary of Banking Terms. Copyright © 2006 by Barron's Educational Series, Inc. All rights reserved. Read more |
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