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Personal Banking Advisor Jobs (NOW HIRING)

Berkshire Bank

Personal Banking Rep

Sheffield, MA · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... Advise customers on product selection, identify financial needs, and deliver tailored solutions ...

Berkshire Bank

Personal Banking Rep

Hartford, CT · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... Advise customers on product selection, identify financial needs, and deliver tailored solutions ...

Berkshire Bank

Personal Banking Rep

Newton, MA · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... Advise customers on product selection, identify financial needs, and deliver tailored solutions ...

Berkshire Bank

Personal Banking Rep

Warwick, RI · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... Advise customers on product selection, identify financial needs, and deliver tailored solutions ...

Berkshire Bank

Personal Banking Rep

MA · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... Advise customers on product selection, identify financial needs, and deliver tailored solutions ...

Fifth Third Bank

Personal Banker I

Cincinnati, OH · On-site

$18.50 - $22.50/hr

I am currently looking for a highly motivated advisor at the Kenwood location of 5/3 Bank at 7708 ... Feel Free to send me your personal resume directly to: Shannon.OConnell@53.com Company Description ...

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How much do personal banking advisor jobs pay per hour?

As of Sep 11, 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 - Sun City Ctr, FL

Sun City, FL • On-site

Lake Michigan Credit Union
51 - 200 employees
Learn more about Lake Michigan Credit Unionexternal

Full-time

Medical, Dental, Vision, Retirement

Re-posted 29 days ago

Lake Michigan Credit Union rating

8.0

Company rating: 8.0 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

General Information:
Primary Location: Sun City Center Branch - 1653 Sun City Ctr, Sun City Ctr, FL 33573
Employee Status: Full-Time
Workplace Type: Fully On-Site
Who we are:
At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.
About this position:
LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service. Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. The role requires strong consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals. This role requires excellent attention to detail, superior verbal and written communication skills and the ability to provide solutions through exceptional critical thinking abilities.
What you'll do:
Member Experience
  • Promote strong member interactions by establishing trust and rapport with members, ensuring a personalized and consultative approach to addressing their financial needs.
  • Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
  • Demonstrate critical thinking and problem-solving skills to identify solutions that meet members' needs while mitigating risks to both LMCU and its members.
  • Build relationships with members, ensuring high-quality service that encourages member retention and satisfaction.
  • Resolve conflicts and de-escalate unfavorable situations, maintaining a high level of professionalism, empathy, and care in every interaction.
  • Self-manage prioritization and organization of tasks, ensuring timely follow-ups and ensuring accuracy in all dealings with members.
  • Ensure compliance with LMCU's policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards.

Product Promotion/Growth
  • Consult with both consumer and business members, demonstrating the ability to accurately process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.
  • Actively contribute to branch goals by meeting individual sales and customer service targets, promoting LMCU products that meet the financial needs of members.
  • Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions, building brand awareness and promoting LMCU services.
  • Identify opportunities to refer members to other LMCU departments, such as Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, to enhance member satisfaction and branch growth.

Leadership & Development
  • Mentor and coach peers recognizing opportunities to share best practices for referrals, product knowledge, and sales techniques.
  • Actively participate in LMCU projects, initiatives, and culture, promoting core values such as PRIDE, I AM LMCU, and upholding LMCU's service standards.
  • Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic work environment, and contributing to problem-solving when faced with new challenges.
  • Assist in various aspects of branch operations as needed, including processing transactions, handling vault responsibilities, and taking on supervisor duties during Saturday shifts or other peak times.

What you'll bring:
  • Three years to five years of similar or related experience, including preparatory experience.
  • High school diploma or equivalent (required), with additional coursework or banking experience preferred.
  • Michigan Resident Producer Credit Insurance License required for all Michigan-based employees. External candidates without current licensure must successfully complete the licensing examination and provide proof of certification within 90 days of hire.
  • Ability to become registered through NMLS and achieve notary certification through the county.
  • Strong interpersonal and communication skills to effectively engage with members and provide personalized financial solutions.
  • In-depth knowledge of LMCU products and services, with the ability to process consumer and business accounts and loans accurately.
  • Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.
  • Exceptional problem-solving and conflict resolution skills, with the ability to handle challenging situations calmly and professionally.
  • Adaptability and a flexible approach to meeting changing needs and demands in the branch.

What you'll get:
  • All Employees: weekly pay and retirement savings options.
  • Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.
  • To see a full list of our benefit offerings, check out this helpful guide!

Have additional questions about the role? Email the Talent Acquisition Team at: Careers@lmcu.org
If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to 5664 Prairie Creek Drive, Caledonia, MI 49316.
LMCU is an Equal Opportunity Employer

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