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Banking Representative Jobs (NOW HIRING)

Ocean Bank

Retail Banking Representative

Miami, FL · On-site

$14.50 - $19.25/hr

Overview The Retail Banking Representative (Several Dade) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and ...

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Banking Representative information

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$11

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How much do banking representative jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for banking representative in the United States is $18.01, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $19.95 per hour, depending on experience, location, and employer.

How does a Banking Representative typically collaborate with other departments within a bank?

Banking Representatives often serve as the first point of contact for customers and work closely with various internal teams, such as loan officers, compliance, and back-office operations. They frequently coordinate with these departments to resolve customer inquiries, process transactions, and ensure adherence to regulatory standards. This collaboration helps streamline customer service and allows representatives to provide accurate information and solutions. Building strong relationships with colleagues across departments is crucial for efficiently addressing complex customer needs and contributing to a positive banking experience.

What does a banking representative do?

A banking representative assists customers with their banking needs, such as opening accounts, processing transactions, and providing information about bank products and services. They often work in branch environments and need good communication and customer service skills, sometimes using banking software to complete tasks.

Do bank representatives get paid?

Bank representatives typically receive a salary or hourly wage for their work, which can vary based on experience, location, and employer. They may also earn bonuses or commissions depending on their role and performance. Compensation often includes benefits such as health insurance and retirement plans.

What is the difference between Banking Representative vs Customer Service Representative?

AspectBanking RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, corporate offices
Employer & IndustryFinancial institutions, banksVarious industries including retail, telecom, and banking
Common Search & ComparisonYesNo

Banking Representatives primarily work within banks, handling customer transactions and account inquiries, often requiring banking-specific knowledge. Customer Service Representatives work across multiple industries, providing general customer support. While both roles involve assisting customers, Banking Representatives focus on banking products and services, making them more specialized within the financial sector.

What are the key skills and qualifications needed to thrive as a Banking Representative, and why are they important?

To thrive as a Banking Representative, you need a solid understanding of financial products, customer service excellence, and typically a high school diploma or associate degree in business or finance. Familiarity with banking software, CRM systems, and cash handling procedures is crucial. Strong interpersonal skills, attention to detail, and problem-solving abilities help you connect with clients and resolve their needs effectively. These skills ensure accurate transactions, satisfied customers, and compliance with banking regulations.

What job makes $10,000 a month without a degree?

A banking representative typically does not earn $10,000 a month without advanced experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve entrepreneurship, sales, real estate, or skilled trades, which may require certifications or significant experience. Most jobs with such high income levels generally demand specialized training or extensive work history.

What Is the Job Description of a Banking Representative?

A banking representative works for a bank and provides customer service to clients. Their primary responsibilities include handling bank transfers, assisting with online accounts, completing transactions, accepting deposits, and answering banking or financial related questions. A banking representative may assist clients going through identity theft or fraud by reviewing account charges. They also provide information on bank products and services, including money market accounts, loans, credit cards, and savings accounts. A banking representative works online, via telephone, and face-to-face with clients.

What is the $3000 rule for banks?

The $3,000 rule in banking typically refers to a threshold for reporting large cash transactions. When a customer deposits or withdraws $3,000 or more in cash, banks are required to file a Currency Transaction Report (CTR) with authorities to help prevent money laundering and fraud. Banking representatives need to be aware of this regulation to ensure compliance during customer transactions.
More about Banking Representative jobs
What cities are hiring for Banking Representative jobs? Cities with the most Banking Representative job openings:
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Banking Representative jobs near you
Infographic showing various Banking Representative job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution, with an average salary of $37,452 per year, or $18 per hour.
Relationship Banking Representative

Relationship Banking Representative

Community Financial System, Inc.

East Syracuse, NY • On-site

$18.25 - $24.71/hr

Full-time

Posted 10 days ago

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

  • Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
  • Determine customer needs, explain and sell products and services
  • Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience
  • Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs
  • Participate in branch prospecting efforts and sales initiatives
  • Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
  • Serve as a liaison between customer and operational areas
  • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
  • Ability to understand directions and adhere to established policy and procedures
  • Able to remain focused and organized to successfully complete responsibilities
  • Actively participate in branch meetings and training to enhance knowledge and development of skills
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
  • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Qualifications

Education, Training and Skills Requirements:

  • High School Diploma or GED required
  • Excellent interpersonal and communication skills
  • Accurate and proficient math skills
  • Documentation skills with attention to detail
  • Clear thinking and ability to remain focused
  • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
  • Internal product knowledge and teller training (provided after hire)

Experience/Other:

  • Two (2) years of customer service and/or banking normally required
  • All applicants must be 18 years of age or older.