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Personal Banking Advisor Jobs (NOW HIRING)

Frost Bank

Personal Banker I

Leander, TX · On-site

$18.50 - $22.50/hr

Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards * Educate and advise customers on deposits, loans and provide ...

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How much do personal banking advisor jobs pay per hour?

As of Aug 9, 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 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.

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 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.
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What are popular job titles related to Personal Banking Advisor jobs? For Personal Banking Advisor jobs, the most frequently searched job titles are:
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, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $47,510 per year, or $22.8 per hour.

Personal Banker III - Westlake

Premier America Credit Union

Westlake Village, CA • On-site

$23.83 - $29.79/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Description

Job Title: Personal Banker III - Full-time -  Westlake Branch


Overview:

We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals.


What You Will Do:

This role requires a strong ability to professionally and effectively communicate with prospective and current members in a broad range of situations, to establish, develop and retain deep financial relationships to help meet and exceed member and credit union goals.

The Personal Banker III must be flexible and willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals.

Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations.

Balances daily transactions and verify that cash totals are correct.

Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.

Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.

Requirements

What We Are Looking For:

  • High School degree or equivalent
  • A minimum of two (2) years of branch banking experience
  • Track record of outstanding member service in a relationship focused sales environment.
  • Demonstrated track record of success meeting and/or exceeding established sales and lending goals.
  • Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship-focused sales environment.
  • Branch hours: 9:00 am - 5:00 pm Mon-Thurs; 9:00 am - 6:00 pm Fri; 9:00 am - 1:00 pm Sat

Pay Range Info:

The base pay range for this position is: $23.83 -$29.79 per hour plus incentives (guaranteed $500 per month for the first three months).


Perks Important to You:

Our Team Members enjoy the following rewards and benefits:

  • Competitive pay
  • Subsidized health care including medical, dental and vision
  • FSA and HSA
  • Company-Paid Life and A&D insurance
  • Discounts on loans (must be a member)
  • Paid Vacation, Holiday, and Sick time
  • 401k Retirement Saving Plan with a 6% safe harbor employer match
  • Educational Assistance Program and more!

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

Equal Opportunity Employer - Veteran / Disabled

Drug-free workplace


Apply