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Personal Banking Associate Jobs (NOW HIRING)

NBH Bank

Personal Banking - Associate Banker

Alamosa, CO · On-site

$17.75 - $18.50/hr

You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate ...

Grove Bank & Trust

Personal Banking Associate

Miami, FL · On-site

Provides administrative support to Personal Banking Officers and Branch Management. Performs a variety of client service duties in support of Main Branch account servicing and sales efforts. Performs ...

CivicMinds, Inc.

Personal Banking Manager

Waukesha, WI · On-site

As a Personal Banking Manager, you will be responsible for efficient, and effective oversight of a ... Associate Or bachelor's degree in business or another related field is preferred. Benefits Offered

Dieterich Bank

Part-Time Personal Banker

Columbia, IL · On-site

$15 - $17/hr

Personal Bankers play a vital role as they represent the face of Dieterich Bank within the ... preferably in banking * Associate Degree in business or related field preferred * Must be ...

Dieterich Bank

Part-Time Personal Banker

Breese, IL · On-site

$15 - $17/hr

Personal Bankers play a vital role as they represent the face of Dieterich Bank within the ... preferably in banking * Associate Degree in business or related field preferred * Must be ...

Dieterich Bank

Personal Banker

Breese, IL · On-site

$17 - $22/hr

Personal Bankers play a vital role as they represent the face of Dieterich Bank within the ... preferably in banking * Associate Degree in business or related field preferred * Must be ...

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Personal Banking Associate information

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$5

$17

$26

How much do personal banking associate jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for personal banking associate in the United States is $17.20, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $21.63 per hour, depending on experience, location, and employer.

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

AspectPersonal Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches; direct client interactionCall centers, retail stores, or bank branches; client interaction varies
Employer & Industry UsageBanking industry; retail bankingVarious industries including banking, retail, and telecom
Common Search & ComparisonYesYes

The main difference between a Personal Banking Associate and a Customer Service Representative lies in their roles and focus. Personal Banking Associates typically work directly in bank branches, providing personalized financial services and advice to clients. Customer Service Representatives may work in various industries, including banking, handling general customer inquiries. While both roles require strong communication skills, Personal Banking Associates often need some banking-specific knowledge or certifications, and their work is more focused on financial products and services.

What are some common challenges a Personal Banking Associate faces when building relationships with new clients?

One common challenge Personal Banking Associates encounter is establishing trust and rapport with clients who may be unfamiliar with the bank's offerings or hesitant to discuss their financial needs. It often requires strong communication skills, patience, and the ability to ask insightful questions to understand clients' goals. Additionally, Associates must stay up-to-date on a wide range of products and services to provide personalized recommendations, all while meeting sales targets and maintaining compliance with regulations. Building lasting relationships takes time, but it is essential for long-term client satisfaction and personal success in the role.

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

To thrive as a Personal Banking Associate, you need strong customer service skills, basic financial knowledge, and at least a high school diploma, with some roles preferring post-secondary education in finance or business. Familiarity with banking software, CRM systems, and cash handling procedures is typically required. Outstanding communication, attention to detail, and problem-solving abilities help you build trust with clients and resolve their needs efficiently. These skills ensure excellent client experiences, compliance with regulations, and the achievement of sales and service goals in a competitive banking environment.

What is the role of a personal banking associate?

A personal banking associate assists customers with banking transactions, account management, and financial inquiries. They provide guidance on banking products, handle deposits and withdrawals, and ensure excellent customer service, often using banking software and adhering to security protocols.

What does a private banking associate do?

A private banking associate supports high-net-worth clients by providing personalized financial services, including investment advice, account management, and wealth planning. They often work closely with senior bankers and may require certifications such as the Series 7 or 66, along with strong customer service and financial knowledge.

What is the lowest position at a bank?

The lowest position at a bank often is a teller or bank clerk, responsible for handling customer transactions and basic banking services. These entry-level roles typically require minimal prior experience and may serve as a stepping stone to higher positions within the bank.

What does an associate do in banking?

A Personal Banking Associate assists customers with banking transactions, account inquiries, and financial services at a bank branch. They provide customer service, promote banking products, and may handle tasks such as opening accounts or processing deposits and withdrawals, often using banking software and adhering to security protocols.

What does a Personal Banking Associate do?

A Personal Banking Associate assists customers with their everyday banking needs, such as opening and managing accounts, processing transactions, and providing information about financial products and services. They serve as the first point of contact in a bank branch, helping clients resolve issues and guiding them through banking procedures. Additionally, they may identify opportunities to refer customers to specialist advisors for loans, investments, or other advanced services. Excellent customer service and knowledge of banking products are essential for this role.
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What are the most commonly searched types of Personal Banking jobs? The most popular types of Personal Banking jobs are:
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What job categories do people searching Personal Banking Associate jobs look for? The top searched job categories for Personal Banking Associate jobs are:
Personal Banking Associate jobs near you
Infographic showing various Personal Banking Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 2% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,780 per year, or $17.2 per hour.
Personal Banking Associate

Personal Banking Associate

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Posted 3 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Job Description
How will this role impact First Command?
At First Command, our mission is coaching those who serve in pursuit of financial security. Our strategy is to deliver face-to-face coaching at every stage of your life. We do that by building lasting bonds, standing with you through all of life's changes, partnering with you so that you can enjoy lifelong financial security and we are committed to making a difference in the military community.
First Command's military-focused hiring strategy dates back to the company's founding in 1958. We are proud to rank among the nation's top employers of military vets and spouses - offering rewarding financial services careers for those who serve.
The Personal Banking Associate is a first line service position responsible in delivering personalized service to our clients and advisors across globe. The primary responsibility of this role is to handle inbound calls, emails, and secure messages in a fast pace environment while delivering a world class experience. In this role, you will be required to make real-time decisions based on a thorough knowledge of all bank products, tools, services, and processes.
What will the employee do in this role?
  • Member of First Command Bank's multi-channel contact center supporting:
    • New and existing client and advisor accounts
    • Mobile & online banking support
    • Loan servicing
    • Transaction assistance
    • Bill pay
    • Paperless enrollment
    • Credit and debit card services
    • Deposit account maintenance
  • Cross-sell consumer banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system
  • Proactively manages risk in every business, product, and service transaction leveraging available tools

What skills/qualifications do you need?
Education
  • High school diploma or equivalent required
  • Bachelor's degree preferred

Work Experience
  • Minimum 3-5 years bank contact center experience and/or bank operations in a highly complex environment preferred
  • 3+ years' experience working with digital products, including mobile, online and e-commerce preferred
  • 2+ years' experience working with Jack Henry Silverlake core preferred

Required Knowledge, Skills, and Abilities
  • Must possess discernment in being able to apply bank policy and regulations in all situations
  • Must demonstrate a history of:
    • Effective communication
    • Critical thinking
    • Problem solving
    • Emotional intelligence
    • Intellectual curiosity
    • Interpersonal skills
  • 3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management
  • Passion for serving the military

LI-NC1
LI-Hybrid

What First Command Financial Services employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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