Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Katie Miller is a consumer financial services expert. She worked for almost two decades ...

In retail banking, a personal banker is a bank staff member who helps new and existing clients with financial transactions. The exact responsibilities of this personal financial advisor vary by bank.

Her expertise is in personal finance and investing, and real estate. Thomas Barwick / Getty Images Many successful bankers and stockbrokers may share similar personality traits that are required ...

Mortgage bankers take your loan application ... You will likely never talk to them again once your transaction has settled. Personal finance expert Amy Fontinelle contributed to this article.