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Personal Banker Trainee Jobs (NOW HIRING)

OverviewIt is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position ...

Banker Trainee

Boxborough, MA · On-site

$36K - $46K/yr

Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position ...

Banker Trainee

Boxborough, MA · On-site

$36K - $46K/yr

It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the ...

Universal Banker Trainee

Columbia, IL

$17.50 - $22/hr

Universal Banker Trainee Locations: Columbia_IL Time Type: Full time Req ID: JR1375-Columbia_IL At ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

Universal Banker Trainee

Columbia, IL

$17.50 - $22/hr

Universal Banker Trainee Locations: Columbia_IL Time Type: Full time Req ID: JR1375-Columbia_IL At ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

Universal Banker Trainee

Columbia, IL

$17.50 - $22/hr

Universal Banker Trainee Locations: Columbia_IL Time Type: Full time Req ID: JR1375-Columbia_IL At ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

Universal Banker Trainee Locations: Columbia_IL Time Type: Full time Req ID: JR1375-Columbia_IL At ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

Banker Trainee, Float

Concord, MA · On-site

$36K - $46K/yr

OverviewIt is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position ...

Banker Trainee, Float

Concord, MA · On-site

$36K - $46K/yr

It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the ...

Banker Trainee, Float

Concord, MA · On-site

$36K - $46K/yr

Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position ...

Universal Banker Trainee

Columbia, IL · On-site

$17.50 - $22/hr

Universal Banker Starting Pay: 18.50-22.00/hour Position Summary The Universal Banker Trainee ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

PERSONAL BANKER I

Keene, TX · On-site

$18.25 - $22.25/hr

Serve as a consumer lender trainee in processing loan requests per the bank's policy and guidelines ... Full knowledge of personal and business banking products offered, taking a personal initiative to ...

Universal Banker - Bilingual

Kankakee, IL · On-site

$18.50 - $22/hr

Universal Banker Trainee - Bilingual Pay Range: $18.50/hr - $22.00/hr Position Summary The ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

Universal Banker

Bradley, IL

$17.25 - $21.50/hr

An employee will remain in a trainee position until they have proven their ability to effectively ... Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track ...

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Personal Banker Trainee information

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How much do personal banker trainee jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for personal banker trainee in the United States is $20.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $22.60 per hour, depending on experience, location, and employer.

What qualifications do I need to be a personal banker?

To become a personal banker, candidates typically need a high school diploma or equivalent, with some employers preferring an associate's or bachelor's degree in finance, business, or related fields. Strong communication, customer service skills, and basic knowledge of banking products and financial services are also important. Some positions may require relevant certifications or licenses, such as a Series 6 or 7 license, depending on the role and responsibilities.

What does a personal banker trainee do?

A personal banker trainee assists customers with banking transactions, provides information about bank products and services, and develops customer service skills. They often learn to evaluate clients' financial needs and may work under supervision to gain experience for a future role as a personal banker or financial advisor.

Can I be a personal banker with no experience?

Personal banker trainee positions often do not require prior experience, as training is provided on the job to develop necessary skills such as customer service, financial product knowledge, and basic banking operations. Employers typically look for strong communication skills and a willingness to learn, making entry-level roles accessible to those new to the banking industry.

What are Personal Banker Trainees?

Personal Banker Trainees are entry-level banking professionals who undergo training to become fully qualified personal bankers. They typically learn about bank products and services, customer service, sales techniques, and compliance with banking regulations. Their duties often include assisting customers with opening accounts, processing transactions, and providing basic financial advice under supervision. The training period helps them gain the necessary skills and experience to advance to a Personal Banker role, where they can independently serve clients and help them manage their finances.

What is a trainee banker?

A trainee banker is an entry-level position for individuals training to become personal bankers or banking professionals. The role typically involves learning about banking products, customer service, and financial procedures under supervision, often as part of a structured training program or internship.

What are the key skills and qualifications needed to thrive as a Personal Banker Trainee, and why are they important?

To thrive as a Personal Banker Trainee, you need a solid understanding of financial products, basic banking operations, and customer service, often supported by a high school diploma or associate degree. Familiarity with banking software, CRM systems, and compliance regulations is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help you build trust and effectively serve clients. These skills ensure you can accurately handle transactions, provide sound financial advice, and develop lasting customer relationships.

What are some common challenges faced by Personal Banker Trainees during their initial months, and how can they overcome them?

Personal Banker Trainees often face challenges such as quickly learning a broad range of banking products, adapting to sales goals, and building strong customer relationships. It can be overwhelming to balance assisting customers with transactions while also identifying opportunities to recommend suitable financial solutions. To overcome these hurdles, trainees should actively seek mentorship from experienced colleagues, participate in available training sessions, and regularly review product information. Building confidence through practice and asking questions whenever unsure helps ensure a smooth transition into the role.
What cities are hiring for Personal Banker Trainee jobs? Cities with the most Personal Banker Trainee job openings:
What are the most commonly searched types of Personal Banker jobs? The most popular types of Personal Banker jobs are:
What states have the most Personal Banker Trainee jobs? States with the most job openings for Personal Banker Trainee jobs include:
Infographic showing various Personal Banker Trainee job openings in the United States as of July 2026, with employment types broken down into 7% Locum Tenens, 64% Full Time, 8% Part Time, 20% Nights, and 1% Summer. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,255 per year, or $20.8 per hour.
Banker Trainee

$36K - $46K/yr

Part-time

Re-posted 10 days ago


Job description

OverviewIt is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate.Responsibilities
  • Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
  • Operational Excellence Ensures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
  • Teamwork Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
  • Credibility Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
  • Decision Making Understands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately.
  • Miscellaneous Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
RequirementsEducation
  • High School Diploma or its equivalent is required
  • Associate's Degree or some college is preferred
Work Experience
  • 6-12 months of cash handling or customer service related experience is required
Knowledge, Skills, and Abilities
  • Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
  • Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
  • Must possess strong attention to detail.
  • Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
  • Must be able to work extended and weekend hours.
  • Scheduling and work location flexibility required.
  • Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay RangeThe expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.EEO StatementMiddlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with DisabilitiesEmployment Type: PART_TIME