Personal bankers A personal banker is a bank employee, usually working in retail banking, who helps customers manage their funds and offers different solutions for their financial needs, such as opening savings or other accounts, obtaining car or mortgage loans, investing in money markets, procuring certificates of deposits or other commercial banking products and planning for retirement or children's university costs. Personal bankers usually work with private customers to help them with their banking-related questions or issues. https://www.confiduss.com/en/banks/account-management/personal/