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Personal Banking Advisor Jobs (NOW HIRING)

South Shore Bank

Personal Banking Advisor

Hanover, MA · On-site

$20 - $22/hr

Job Type Full-time Description SUMMARY The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating ...

South Shore Bank

Personal Banking Advisor

Hanover, MA · On-site

$20 - $22/hr

Description SUMMARY The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling ...

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How much do personal banking advisor jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for personal banking advisor in the United States is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $24.76 per hour, depending on experience, location, and employer.

What is a personal banking advisor?

Personal banking advisors help customers with their banking needs, from loans and investment opportunities to credit cards and financial products. As a personal banking advisor, your responsibilities include assisting customers to open or manage their bank accounts, reviewing financial products available to the client, and providing information on other services offered by the bank. To pursue a career as a personal banking advisor, you need a bachelor’s degree in accounting, finance, or a related field, familiarity with the banking industry, and customer service experience.

What does a personal banking advisor do?

A Personal Banking Advisor helps clients manage their personal finances by providing advice on banking products and services such as savings accounts, loans, credit cards, and investment options. They assess customers' financial needs, recommend appropriate solutions, and assist with opening accounts or applying for financial products. Personal Banking Advisors also help clients achieve their financial goals by offering guidance and support throughout their banking relationship.

What are some common challenges personal banking advisors face when helping clients with financial planning?

Personal Banking Advisors often encounter clients with varying levels of financial literacy and unique financial goals. One common challenge is effectively communicating complex financial products and services in a way that is easy for clients to understand and aligns with their needs. Additionally, Advisors must stay updated on regulatory requirements and changing financial products, all while building trust-based relationships. Balancing sales targets with a client-focused approach can also be demanding, but it is essential for long-term client satisfaction and professional success.

What are the key skills and qualifications needed to thrive as a personal banking advisor, and why are they important?

To thrive as a Personal Banking Advisor, you need a solid understanding of financial products, sales skills, and customer service, typically supported by a degree in finance or business and relevant banking experience. Familiarity with banking software, CRM systems, and sometimes certification such as the Canadian Securities Course (CSC) is important. Excellent interpersonal skills, active listening, and problem-solving abilities help you build trust and long-term relationships with clients. These skills ensure you can effectively meet clients' financial needs, drive business growth, and maintain high customer satisfaction.
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Personal Banking Advisor jobs near you
Infographic showing various Personal Banking Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $47,510 per year, or $22.8 per hour.

Personal Banking Advisor (Seventeenth Street Office)

Altoona, PA

Reliance Savings Bank
See more jobs at Reliance Savings Bankexternal

$17/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Description

Find the workplace you've been looking for...join our Reliance Bank team!


We are currently seeking a full-time Personal Banking Advisor (PBA) to join our Seventeenth Street Office team in Altoona, PA.


As a Personal Banking Advisor, you'll get to:

  • Be the first point of contact for our customers when they visit our branch or call the branch for assistance.
  • Work hands-on with other branch team members to provide an exceptional customer experience.
  • Build relationships with our customers and connect them with products and services that support their financial goals.
  • Help new customers become acquainted with our bank and our services.
  • Perform a variety of day-to-day operational tasks, from basic cash handling to more complex transactions.
  • Leverage your talents and skill set to help achieve bank-wide goals.


Benefits for the Personal Banking Advisor Role:


This is an excellent opportunity for anyone who would like to begin a career in Banking or Financial Services. All Personal Banking Advisors begin their employment by completing an in-depth, hands-on training program with our dedicated bank Training Specialist. Ongoing, continued learning and development is always encouraged.


We offer a welcoming workplace emphasizing our Core Values of Integrity, Team, Relationships, Community and Growth.


Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes:


  • Annual Bonus Program
  • 11 Paid Holidays
  • Annual Paid Time Off (PTO) Allotment
  • Gym Membership Reimbursement
  • Employee Wellness Program
  • Mileage Reimbursement
  • Medical, Dental, and Vision Coverage
  • Matched 401(k) Retirement Savings Program
  • Flexible Spending Plans/Health Savings Account
  • Life Insurance
  • Short and Long-Term Disability
  • Career development and learning opportunities

Requirements

The right person for this role will have a High School diploma and at least two (2) years' of strong customer service experience. They should possess a general interest in the financial services industry and desire to develop a long-term employment relationship.


Other requirements:

  • Passion for problem-solving and working with people
  • Ability to work effectively in a fast-paced, highly collaborative work environment.
  • Proficient computer knowledge and ability to learn bank-specific software
  • Ability to communicate professionally both verbally and in writing
  • Visual and auditory skills
  • Ability to stand for long periods of time; bend; stoop; and lift items of up to 25 lbs.

Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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