Should I Become A Personal Banker (One Minute Quiz)

Alyssa Omandac

Career Quiz and Most Suitable Personality

Personal Bankers

Personal Bankers The main responsibility of a Personal Banker is to assist customers with their banking needs. They help customers open accounts, apply for loans, and address issues with their accounts.


Find a job you love and you will never work a day in your life.Confucius

Table of contents
  1. Career Quiz
  2. Suitable Personality Type
  3. Pros and Cons

Career Quiz

In this career quiz, there are 8-10 questions that will give you a pretty good perspective on whether this career is right for you.

There are 3 answers to each question: Dislike, Maybe, and Like.

Answer “Like / Yes” if you tell yourself “Yes! I would love do this” or “Yeah, I’m that type of person”.
Answer “Okay / Maybe” if you tell yourself “Umm…I think I will be okay with that”.
Answer “Dislike / No” if you tell yourself “Ugh…Sounds boring” or “No way!”.

Ready? Let’s start!

Question Yes Maybe No
Would you be interested in a career that requires you to greet and help customers?
Are you interested in learning how to open new bank accounts for customers?
Would you be willing to learn how to sell banking products to customers?
Do you have the outgoing personality needed to interact with bank customers?
Do you have the detail-oriented nature required for handling money?
Are you a logical thinker who can understand the math behind banking transactions?
Do you have a love of banking or a passion for customer service?
Are you interested in a stable career that may lead to additional job opportunities?

Your Results


Now count how many points you have.

Dislike = 0 point
Okay = 1 point
Like = 2 points

After you’re done counting your points. Click below to view your results.

Suitable Personality Type

The Helper

People with this personality type likes to work with people and in teams. They prefer work that allows them to build relationships with others. You can read more about these career personality types here.

Personal Bankers often need outgoing personalities as they frequently work with bank customers. Detail-oriented individuals are also good Personal Bankers as dealing with money and handling complex banking tasks requires attention to detail. Logical thinkers are also suited for this job as they tend to have the math skills needed for handling transactions.

Pros and Cons


You Work Set Hours

Personal Bankers have set schedules and rarely work overtime.

You Get to Learn More About Finance

The financial advice that you pick up working in a bank may help you improve your money habits.

You Work in a Professional Environment

Many people enjoy working in a clean, professional environment where you need to wear business casual attire.

You Work with Friendly People

Most of your customer interactions will be pleasant, which is great for those who enjoy socialization.


You May Encounter Unsatisfied Customers

While most customers are friendly, you may occasionally deal with unhappy customers.

Simple Mistakes Can Become Major Issues

Placing a decimal point in the wrong spot or forgetting to submit a form could impact a customer’s finances, which can be stressful.

Don’t know which career to pursue?

Take the career quiz to find careers that match your personality type.

Take The Career Quiz