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Personal Banking Officer Jobs (NOW HIRING)

Frost Bank

Private Banking Officer II

Marble Falls, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Leander, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Flower Mound, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Flower Mound, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Sugar Land, TX

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Dallas, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Leander, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Wylie, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

Frost Bank

Private Banking Officer II

Kingwood, TX · On-site

As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... Working knowledge of financial analysis relating to personal financial statements and personal ...

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Personal Banking Officer information

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How much do personal banking officer jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for personal banking officer in the United States is $30.14, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $38.70 per hour, depending on experience, location, and employer.

What qualifications do I need to be a personal banking officer?

A personal banking officer typically needs a high school diploma or equivalent, with many employers preferring a bachelor's degree in finance, business, or a related field. Relevant skills include customer service, financial knowledge, and proficiency with banking software; certifications such as the Series 6 or 7 may also be beneficial. Prior experience in banking or sales can improve job prospects.

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

AspectPersonal Banking OfficerCustomer Service Representative
CredentialsTypically requires a bachelor's degree in finance, business, or related field; may hold certifications like FINRA or banking licensesHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentBank branches, client meetings, financial consultationsBank branches, call centers, customer support desks
Employer & IndustryCommercial banks, retail bankingRetail banks, credit unions, financial institutions
Search & Comparison IntentUnderstanding roles related to client financial services and advisingCustomer support, account assistance, service inquiries

The main difference is that a Personal Banking Officer focuses on providing financial advice, managing client relationships, and offering banking products, often requiring specialized knowledge and certifications. In contrast, a Customer Service Representative primarily handles customer inquiries, account issues, and general support. Both roles are essential in banking but serve different functions within the customer experience.

Is a personal banking officer a good career?

A personal banking officer is a customer service and financial advisory role within banks, responsible for managing client accounts and providing financial solutions. It offers opportunities for career growth, requires strong communication skills, and often involves certifications such as the Series 6 or 7. The job can be stable and rewarding for those interested in finance and client interaction.

What does a personal banking officer do?

A personal banking officer assists individual clients with their banking needs, including opening accounts, providing financial advice, and offering loan or credit services. They evaluate customer financial situations, promote bank products, and ensure compliance with banking regulations, often working in a branch environment and requiring strong customer service skills.
What cities are hiring for Personal Banking Officer jobs? Cities with the most Personal Banking Officer job openings:
Who are the top companies hiring for Personal Banking Officer jobs? The top employers for Personal Banking Officer jobs are:
What are popular job titles related to Personal Banking Officer jobs? For Personal Banking Officer jobs, the most frequently searched job titles are:
Personal Banking Officer jobs near you
Infographic showing various Personal Banking Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,694 per year, or $30.1 per hour.

Business Banking Officer

Burke & Herbert Bank & Trust

Salisbury, MD • On-site

Full-time

Re-posted 25 days ago

Burke & Herbert Bank rating

6.4

Company rating: 6.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

148th of 171 rated banks

Job description


CLASSIFICATION

Exempt


REPORTS TO

EVP – Director of Business Banking

JOB DESCRIPTION

Summary/Objective

As a member of the Business Banking Team, the Business Banking Officer (BBO) seeks and establishes new banking relationships (both credit and deposit based) with businesses (up to $10 million in annual revenue) within the assigned geographic market. Partners with the Community Bank Managers within the market – receiving new business leads and referrals from the branch teams. Also partners with the Bank’s Commercial Banking Executives in the market to assess and fulfill the credit needs of potential and new business customers. Annual targets for loan, deposit and treasury sales will be established based upon market opportunity.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Achieve annual sales targets (credit, deposit & treasury) for the establishment of new relationships with businesses in the assigned territory and for the expansion of existing relationships.
  2. Responsible for developing and executing a comprehensive territory sales plan to achieve desired results.
  3. Partner with Community Bank Managers within the territory to receive and follow-up on business banking leads, and to introduce the bank manager to new business customers for the day-to-day servicing of their relationships. Executes joint sales activities and ongoing training to develop small business skills of assigned territory team.
  4. Fosters teamwork and small business knowledge in all assigned branches to ensure a positive customer experience.
  5. Engages in cross-selling and refers customers to other business segments as appropriate
    1. Refers business owners and employees to the bank manager for the establishment of new personal banking relationships.
    2. Discuss the benefits of the Bank’s Wealth Advisory service and refer business owners to Wealth Management for the establishment of new wealth relationships.
    3. Discuss features of consumer mortgage products and refer business owners and employees to Mortgage Loan Officers for the establishment of new mortgage loans.
  6. Partner with Credit Officers for the handling of credit requests from new and prospective business customers.
  7. Actively employs strategies to expand business banking customer relationships by identifying their needs and maximizing opportunities.
  8. Participate in local business organizations, such as chambers of commerce, to represent the Bank, and help fulfill the Bank’s responsibilities as a member of the community.
  9. Participate in and support various community and promotional activities of the Bank designed to enhance the Bank’s image and visibility in the business community.
  10. Spends majority of time in the field, on sales appointments, generating leads to new opportunities, and closing business.
  11. Refer to Commercial Banking Executives’ leads on businesses of sizes well exceeding $10 million for the handling of specialized credit requests, and support/facilitate such requests as required (especially to ensure a high-caliber experience for the prospective customer).


Other Duties

  1. Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
  2. Perform other duties as assigned.


Skills/Abilities

  1. Communication skills: Business Bankers require great oral and written communication skills to perform their job successfully.
  2. Passion: They must be passionate about outside sales and enjoy spending time prospecting.
  3. Presentation skills: Business Bankers require this skill to confidently deliver client presentations, including in-depth credit analysis to recommend appropriate credit option strategies to help small business clients achieve their goals.
  4. Consultative sales skills: They require the ability to probe, listen, clarify, and present information, to advance sales transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and Business Banking.
  5. Analytical skills: They must possess the ability to assimilate complex financial information, analyze financial conditions of clients and industry trends, to make informed decisions. It is also essential to understand and interpret financial statements and cash flow analysis.
  6. Teamwork abilities: They must enjoy partnering and negotiating with a team of Bank employees to solve client issues.
  7. Knowledge: Demonstrated management of an extensive client portfolio with sizeable funds may be required. A thorough knowledge of business financial products and services may be required.
  8. Success oriented: Proven record of accomplishment in achieving sales goals in the business banking arena highly preferred.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.


Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping, or standing as necessary.

Travel

Travel is required for this position.


This position is classified as exempt, and as such it is paid on a salary basis. The pay range for this position is $70,000 - $100,000. Other compensation Eligible for incentive compensation.


Education and Experience

  1. Bachelor’s Degree in a related discipline (or equivalent additional related professional experience) preferred.
  2. Minimum experience of three years as a business development/sales officer in the financial services or similar sector, and five years overall in the financial services sector preferred; familiarity with assigned geographic region is a plus.
  3. Microsoft Office.


Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.











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