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PERSONAL BANKER: Day To Day

About this video 

Henry is a Personal Banker for a large bank. Henry explains the general activities he has to do, how he got involved in the banking world and what he wished he had known before starting his career.

Job Title: Personal Banker

Job Summary: Personal Financial Advisors

Job Description

Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions. Most personal financial advisors work in the finance and insurance industry or are self-employed.

On-the-Job Training

None

Quick Facts

Average salary
Average salary
National Statistic Change Location
Confirm
$30,000 - $160,000
Projected job growth
Projected Job Growth
30 to 40 percent
Typical schedule
Typical schedule
Full-time
Typical workplace
Typical workplace
Office, Indoor
Personal qualities
Personal Qualities
Detail oriented, Problem solving skills, Analytical skills, Verbal communication skills, People skills, Mathematical skills

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P3.instances[0].transcript.parse_transcript_data({"transcript":"<p><span m='150'>My</span> <span m='250'>name</span> <span m='460'>is</span> <span m='570'>Henry</span> <span m='930'>Key.</span> <span m='1510'>I</span> <span m='1790'>am</span> <span m='2255'>a</span> <span m='2720'>personal</span> <span m='3280'>banker,</span> <span m='4490'>and</span> <span m='5190'>what</span> <span m='5510'>I</span> <span m='5670'>do,</span> <span m='6650'>on</span> <span m='6820'>a</span> <span m='6890'>day-to-day</span> <span m='7370'>basis,</span> <span m='8180'>is</span> <span m='8730'>I</span> <span m='9680'>help</span> <span m='10090'>customers</span> <span m='11120'>with</span> <span m='11480'>their</span> <span m='11770'>financial</span> <span m='12410'>lives.</span> <span m='13000'>I</span> <span m='13340'>help</span> <span m='13810'>them</span> <span m='14100'>potentially</span> <span m='15540'>save</span> <span m='15950'>money</span> <span m='16760'>and</span> <span m='17460'>earn</span> <span m='17780'>money,</span> <span m='18550'>and</span> <span m='18940'>I</span> <span m='19010'>simplify</span> <span m='19820'>their</span> <span m='20260'>everyday</span> <span m='20730'>banking.</span> <span m='22580'>Typical</span> <span m='23410'>day,</span> <span m='23730'>starts</span> <span m='24270'>for</span> <span m='24400'>me</span> <span m='25130'>early</span> <span m='25440'>in</span> <span m='25570'>the</span> <span m='25640'>morning</span> <span m='27490'>where</span> <span m='27630'>there's</span> <span m='27890'>a</span> <span m='27950'>lot</span> <span m='28130'>of</span> <span m='28270'>traffic</span> <span m='30500'>and</span> <span m='31360'>just</span> <span m='31550'>commuting</span> <span m='32020'>to</span> <span m='32159'>work.</span> <span m='33130'>I</span> <span m='33230'>get</span> <span m='33480'>there</span> <span m='33850'>to</span> <span m='34290'>open</span> <span m='34710'>the</span> <span m='34840'>baking</span> <span m='35340'>center,</span> <span m='35990'>and</span> <span m='36130'>we</span> <span m='36250'>have</span> <span m='36400'>certain</span> <span m='36690'>procedures</span> <span m='37450'>how</span> <span m='37710'>we</span> <span m='39180'>keep</span> <span m='39360'>ourselves</span> <span m='39760'>safe</span> <span m='40370'>as</span> <span m='40670'>well</span> <span m='41150'>as</span> <span m='42540'>just</span> <span m='43410'>open</span> <span m='43710'>up</span> <span m='43850'>the</span> <span m='43940'>whole</span> <span m='44180'>banking</span> <span m='44500'>center</span> <span m='44820'>before</span> <span m='45280'>the</span> <span m='45440'>public</span> <span m='45990'>comes</span> <span m='46520'>in.</span> </p><p><span m='48590'>From</span> <span m='48860'>there,</span> <span m='49460'>I</span> <span m='50930'>set</span> <span m='51380'>certain</span> <span m='51730'>goals</span> <span m='52230'>for</span> <span m='52370'>myself.</span> <span m='53490'>I</span> <span m='53750'>also</span> <span m='54390'>follow</span> <span m='54960'>up</span> <span m='55700'>with</span> <span m='57230'>customers that</span> <span m='57660'>I've</span> <span m='57840'>helped</span> <span m='58220'>out</span> <span m='59620'>the</span> <span m='59820'>previous</span> <span m='60390'>day.</span> <span m='61510'>And</span> <span m='61730'>all</span> <span m='61940'>of</span> <span m='62060'>this</span> <span m='62300'>is</span> <span m='62500'>before</span> <span m='63540'>the</span> <span m='63660'>banking</span> <span m='64030'>center</span> <span m='64330'>normally</span> <span m='64800'>opens--</span> <span m='66250'>roughly</span> <span m='66670'>around</span> <span m='67120'>9:00</span> <span m='67490'>or</span> <span m='67600'>10</span> <span m='67840'>o'clock--</span> <span m='68750'>and</span> <span m='68960'>so I'm</span> <span m='69250'>just</span> <span m='69350'>setting</span> <span m='69660'>the</span> <span m='69790'>tone</span> <span m='70100'>for</span> <span m='70210'>my</span> <span m='70410'>day</span> <span m='71850'>to</span> <span m='72080'>see</span> <span m='72380'>how</span> <span m='72720'>I</span> <span m='73120'>can</span> <span m='73940'>further</span> <span m='74380'>help</span> <span m='75050'>customer's</span> <span m='75510'>financial</span> <span m='76110'>needs</span> <span m='77040'>and</span> <span m='77640'>just</span> <span m='77820'>deepen the</span> <span m='78210'>relationships</span> <span m='79510'>and</span> <span m='79960'>just</span> <span m='80500'>come</span> <span m='80730'>off</span> <span m='80910'>very</span> <span m='81220'>genuine</span> <span m='81890'>with</span> <span m='82110'>customers</span> <span m='83030'>and</span> <span m='83230'>not</span> <span m='84200'>come</span> <span m='84360'>off</span> <span m='84590'>as</span> <span m='84860'>very</span> <span m='85390'>robotic</span> <span m='86430'>or</span> <span m='87100'>trying</span> <span m='87530'>to</span> <span m='87950'>sell</span> <span m='88760'>products,</span> <span m='89570'>things</span> <span m='89890'>like</span> <span m='90200'>that,</span> <span m='90840'>but</span> <span m='91050'>really</span> <span m='91290'>just</span> <span m='91520'>understanding</span> <span m='93620'>and</span> <span m='93800'>serving</span> <span m='94290'>our</span> <span m='94470'>customer's</span> <span m='96530'>financial</span> <span m='97010'>lives</span> <span m='97480'>and</span> <span m='98710'>anything</span> <span m='99130'>else</span> <span m='99350'>that</span> <span m='99630'>they</span> <span m='99680'>may</span> <span m='99890'>need.</span> </p><p><span m='100580'>So</span> <span m='101260'>my</span> <span m='101600'>career</span> <span m='102700'>and</span> <span m='103040'>educational</span> <span m='103930'>path,</span> <span m='104720'>it's</span> <span m='105080'>not</span> <span m='105340'>very</span> <span m='105830'>traditional.</span> <span m='107280'>I</span> <span m='108080'>haven't</span> <span m='108430'>finished</span> <span m='108870'>my</span> <span m='109310'>college</span> <span m='109790'>degree,</span> <span m='111480'>but</span> <span m='112130'>it</span> <span m='112405'>is</span> <span m='112680'>definitely</span> <span m='113570'>something</span> <span m='114410'>that</span> <span m='114880'>you</span> <span m='115130'>can</span> <span m='115760'>go</span> <span m='116060'>about</span> <span m='116170'>doing</span> <span m='117910'>by</span> <span m='118050'>studying</span> <span m='118440'>either</span> <span m='118650'>business</span> <span m='119700'>or</span> <span m='120070'>finance,</span> <span m='121380'>but</span> <span m='121850'>the</span> <span m='121960'>route</span> <span m='122240'>that</span> <span m='122420'>I</span> <span m='122640'>have</span> <span m='122900'>taken</span> <span m='123560'>was</span> <span m='124170'>through</span> <span m='124590'>experience.</span> <span m='127050'>The</span> <span m='127170'>current</span> <span m='127510'>role</span> <span m='127800'>that</span> <span m='127960'>I am</span> <span m='128300'>in,</span> <span m='129669'>I</span> <span m='129810'>had</span> <span m='130000'>to</span> <span m='130190'>work</span> <span m='130630'>to</span> <span m='131130'>get</span> <span m='131420'>to</span> <span m='131670'>it.</span> <span m='131980'>I</span> <span m='132380'>started</span> <span m='132810'>off</span> <span m='133110'>as</span> <span m='133510'>a</span> <span m='133850'>entry-level</span> <span m='135090'>teller.</span> <span m='135980'>And</span> <span m='136710'>since</span> <span m='137190'>then,</span> <span m='137610'>I've</span> <span m='137840'>worked</span> <span m='138450'>my</span> <span m='138640'>way</span> <span m='138850'>through</span> <span m='139530'>different</span> <span m='140010'>positions</span> <span m='140940'>to</span> <span m='141420'>get</span> <span m='141670'>to</span> <span m='142720'>the</span> <span m='142860'>role</span> <span m='143100'>of</span> <span m='143230'>personal</span> <span m='143710'>banker.</span> </p><p><span m='145900'>It's</span> <span m='146220'>definitely</span> <span m='148686'>a</span> <span m='149650'>on-the-job</span> <span m='150370'>training.</span> <span m='151890'>You</span> <span m='152060'>get</span> <span m='152210'>a</span> <span m='152280'>lot</span> <span m='152500'>of</span> <span m='152610'>experience,</span> <span m='153930'>and</span> <span m='154590'>you</span> <span m='154790'>learn</span> <span m='155170'>things</span> <span m='155520'>as</span> <span m='155770'>you</span> <span m='156040'>go.</span> <span m='156770'>Before</span> <span m='157070'>I</span> <span m='157090'>started</span> <span m='157560'>my</span> <span m='158190'>career</span> <span m='159010'>and</span> <span m='159150'>in</span> <span m='159290'>this</span> <span m='159510'>position,</span> <span m='161920'>I</span> <span m='161980'>wish</span> <span m='162260'>I</span> <span m='162380'>would</span> <span m='162720'>have</span> <span m='163110'>known</span> <span m='164240'>that</span> <span m='165870'>it's</span> <span m='166140'>not</span> <span m='167290'>all</span> <span m='167790'>about</span> <span m='168310'>sales.</span> <span m='170810'>At</span> <span m='171030'>times,</span> <span m='171550'>you</span> <span m='171810'>can</span> <span m='172100'>get--</span> <span m='173110'>or</span> <span m='173250'>I</span> <span m='173550'>feel</span> <span m='173820'>a</span> <span m='174180'>lot</span> <span m='174490'>of</span> <span m='174620'>pressure</span> <span m='175270'>to</span> <span m='175450'>just</span> <span m='175850'>sell,</span> <span m='176320'>sell,</span> <span m='176750'>sell.</span> </p><p><span m='177990'>For</span> <span m='178030'>me,</span> <span m='178780'>I</span> <span m='179100'>am</span> <span m='179970'>very</span> <span m='180250'>good</span> <span m='180470'>at</span> <span m='180590'>customer</span> <span m='181020'>service,</span> <span m='182010'>and</span> <span m='182280'>so</span> <span m='183260'>what</span> <span m='183410'>I</span> <span m='183440'>wish</span> <span m='183690'>I</span> <span m='183750'>knew</span> <span m='184550'>before</span> <span m='185310'>getting</span> <span m='185770'>into</span> <span m='186240'>this</span> <span m='186450'>role is</span> <span m='186930'>that</span> <span m='187540'>I</span> <span m='187710'>can</span> <span m='187960'>actually</span> <span m='188900'>utilize</span> <span m='189700'>my</span> <span m='190270'>customer</span> <span m='190700'>service</span> <span m='191500'>skills</span> <span m='192530'>to</span> <span m='192760'>actually</span> <span m='194020'>uncover</span> <span m='196420'>needs</span> <span m='197000'>and</span> <span m='197120'>opportunities</span> <span m='198500'>and</span> <span m='199920'>that</span> <span m='200160'>it's</span> <span m='200340'>not</span> <span m='200750'>all</span> <span m='201010'>about</span> <span m='201770'>just</span> <span m='202720'>trying</span> <span m='203220'>to</span> <span m='203330'>get</span> <span m='203550'>the</span> <span m='203650'>customer</span> <span m='204160'>to</span> <span m='204270'>buy</span> <span m='204620'>something</span> <span m='205450'>or</span> <span m='206560'>to</span> <span m='207590'>spend</span> <span m='208030'>money</span> <span m='208280'>that</span> <span m='208480'>they</span> <span m='208610'>don't</span> <span m='208900'>have.</span> </p>","file":{"id":577009,"video_id":"","name":"2934-Henry - Banker.mp4","duration":209536,"thumbnail_url":null}});

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