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Personal Banking Representative Jobs (NOW HIRING)

Ocean Bank

Retail Banking Representative

Miami, FL

$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

$14.75 - $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 ...

City National Bank & Trust

Personal Banker

Miami, OK · On-site

$15/hr

This role focuses on developing foundational knowledge and skills for personal banking while ... The physical demands described here are representative of those that must be met by an employee to ...

City National Bank & Trust

Personal Banker

Tulsa, OK · On-site

$15/hr

This role focuses on developing foundational knowledge and skills for personal banking while ... The physical demands described here are representative of those that must be met by an employee to ...

City National Bank & Trust

Personal Banker

Tulsa, OK · On-site

$15/hr

This role focuses on developing foundational knowledge and skills for personal banking while ... The physical demands described here are representative of those that must be met by an employee to ...

City National Bank & Trust

Personal Banker

Wichita, KS · On-site

$15/hr

This role focuses on developing foundational knowledge and skills for personal banking while ... The physical demands described here are representative of those that must be met by an employee to ...

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Personal Banking Representative information

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How much do personal banking representative jobs pay per hour?

As of Jul 25, 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.
More about Personal Banking Representative jobs
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Who are the top companies hiring for Personal Banking Representative jobs? The top employers for Personal Banking Representative jobs are:
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What are popular job titles related to Personal Banking Representative jobs? For Personal Banking Representative jobs, the most frequently searched job titles are:
Personal Banking Representative jobs near you
Infographic showing various Personal Banking Representative job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $37,583 per year, or $18.1 per hour.
Electronic Banking Representative

Electronic Banking Representative

First State Bank & Trust Company

Carthage, TX

Other

Posted 7 days ago

Job description

Description


The Electronic Banking Representative provides exceptional customer service and operational support for the Bank's electronic banking services, including online banking, mobile banking, ACH, cash management, and other digital banking products. This position assists customers with account access, troubleshooting, and service requests while ensuring transactions are processed accurately and in accordance with Bank policies and applicable regulations. This position also provides overflow customer service support by assisting customers with account information requests and account transfer inquiries.


Primary Responsibilities

  • Assist customers with online banking, mobile banking, ACH, and cash management services.
  • Provide prompt, professional customer service by phone and in person.
  • Process and verify ACH transactions, stop payments, sweeps, and other electronic banking activities.
  • Research and resolve customer issues while maintaining accuracy and confidentiality.
  • Monitor daily reports and perform operational tasks in accordance with Bank procedures.
  • Collect and prepare outgoing Bank mail for USPS delivery.
  • Work collaboratively with other departments to provide exceptional customer service.

Requirements


  • Strong customer service and communication skills.
  • Excellent attention to detail and commitment to accuracy.
  • Strong critical thinking and problem-solving abilities.
  • Ability to prioritize tasks and manage time effectively.
  • Ability to follow written and verbal instructions.
  • Team oriented attitude with a willingness to learn and adapt to new technology and procedures.
  • Proficient with computers and the ability to learn new software applications.
  • General knowledge of banking products and services; knowledge of ACH Rules and Regulations is preferred but not required.
  • One year of banking experience is preferred. 

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