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Personal Banking Representative Jobs (NOW HIRING)

Berkshire Bank

Personal Banking Rep

Providence, RI · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing exceptional service while educating customers on a wide variety of personal and business banking ...

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 exceptional service while educating customers on a wide variety of personal and business banking ...

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 exceptional service while educating customers on a wide variety of personal and business banking ...

Ocean Bank

Retail Banking Representative

Miami, FL

$14.75 - $19.25/hr

The Retail Banking Representative (Several Dade) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly ...

Ocean Bank

Retail Banking Representative

Miami, FL · On-site

$14.75 - $19.25/hr

Overview The Retail Banking Representative (Broward) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly ...

Ocean Bank

Retail Banking Representative

Miami, FL · On-site

$14.75 - $19.25/hr

The Retail Banking Representative (Broward) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly ...

Ocean Bank

Retail Banking Representative

Miami, FL · On-site

$14.50 - $19.25/hr

Overview The Retail Banking Representative (Several Dade) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and ...

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Personal Banking Representative information

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$16

$18

$19

How much do personal banking representative jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for personal banking representative in the United States is $18.07, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $18.75 per hour, depending on experience, location, and employer.

How does a Personal Banking Representative typically collaborate with other departments within a bank?

Personal Banking Representatives frequently work alongside colleagues from departments such as lending, wealth management, and customer service. They may refer clients to specialists for home loans, investment products, or complex financial solutions, ensuring customers receive comprehensive support. Effective communication and teamwork are essential, as representatives often coordinate with branch managers and back-office staff to resolve issues and streamline customer experiences. This collaboration helps provide seamless service and fosters professional growth by exposing representatives to a range of banking functions.

How do you become a bank rep?

To become a personal banking representative, candidates typically need a high school diploma or equivalent, strong customer service skills, and some financial knowledge. Many banks require prior experience in retail or customer service and may provide on-the-job training; relevant certifications or licenses are usually not necessary for entry-level positions.

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

To thrive as a Personal Banking Representative, you need a solid understanding of banking products, financial regulations, and customer service, usually supported by a high school diploma or associate degree in business or finance. Familiarity with banking software, CRM systems, and compliance tools is essential for managing accounts and transactions efficiently. Strong interpersonal skills, attention to detail, and problem-solving abilities enable you to build trust and effectively address client needs. These qualities are crucial for ensuring customer satisfaction, maintaining compliance, and supporting the financial institution’s reputation.

Is remote CSR a stressful job?

A remote Personal Banking Representative (CSR) typically handles customer inquiries and account services via phone or online platforms. The job can be stressful due to high call volumes, meeting performance metrics, and managing customer expectations, but workload and stress levels vary depending on the employer and individual skills. Proper training and time management can help mitigate stress in this role.

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

AspectPersonal Banking RepresentativeCustomer Service Representative
CredentialsHigh school diploma; some roles may prefer financial certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, or service desks
Employer & IndustryBanks, credit unions, financial servicesRetail stores, telecom, banking
Primary FocusAssisting clients with banking products, opening accounts, providing financial adviceHandling customer inquiries, resolving issues, providing product info

While both roles involve customer interaction, a Personal Banking Representative focuses on banking services and financial advice within a bank, whereas a Customer Service Representative handles general inquiries and support across various industries. The roles often overlap in communication skills but differ in industry-specific knowledge and responsibilities.

What does a banking representative do?

A personal banking representative assists customers with their banking needs, including opening accounts, processing transactions, providing account information, and offering financial advice. They often work in bank branches and use banking software to serve clients efficiently while maintaining customer service standards.

What qualifications do I need to be a personal banker?

To become a personal banking representative, candidates typically need a high school diploma or equivalent, with some employers preferring an associate's or bachelor's degree in finance, business, or related fields. Strong customer service skills, basic knowledge of banking products, and proficiency with banking software are important, and relevant certifications such as a Series 6 or 7 license may be required for certain roles. Prior experience in retail or customer service can also be beneficial.

What does a Personal Banking Representative do?

A Personal Banking Representative assists customers with their banking needs, such as opening and managing accounts, processing transactions, and providing information about bank products and services. They help clients understand different types of accounts, loans, and credit options, and may also assist with resolving account issues or concerns. Their role involves both customer service and sales, as they work to ensure customer satisfaction while identifying opportunities to recommend financial solutions that suit individual needs.
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Personal Banking Representative jobs near you
Infographic showing various Personal Banking Representative job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, 10% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $37,583 per year, or $18.1 per hour.
Personal Banking Representative

Personal Banking Representative

West Shore Bank

Frankfort, MI • On-site

Full-time

Posted 29 days ago

Be an early applicant

Job description

Description:

Build your future with us!


Are you interested in a position with no nights and no weekends in beautiful Frankfort? This full-time position offers that.

Serving the West Shore area since 1898, West Shore Bank is the area's leading Independent Community Bank making a real difference in our local communities in Benzie, Mason, Manistee, Oceana and Grand Traverse Counties.

Do you have a passion for service and a drive to succeed? West Shore Bank is a growing independent bank and is accepting applications for a Personal Banking Representative in our Frankfort Office.

The Personal Banking Representative is responsible for promoting the Bank's products and services, opening new accounts and processing routine transactions for bank customers including cashing checks, accepting deposits and withdrawals and processing loan payments.


Requirements:

The ideal candidate will be motivated and have excellent interpersonal, communication and customer service skills. A high school diploma or equivalent and prior cash handling and customer service experience are required. Prior Teller experience is helpful. Please complete an application or send your resume to: West Shore Bank Human Resources P.O. Box 627 Ludington, MI 49431

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