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Personal Banking Representative Jobs (NOW HIRING)

City National Bank & Trust

Personal Banker

Shawnee, 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

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

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 ...

City National Bank & Trust

Personal Banker

Enid, 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 ...

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Personal Banking Representative information

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How much do personal banking representative jobs pay per hour?

As of Aug 24, 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.

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.

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.

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.

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.

Is a personal banking representative a good career?

A personal banking representative is a customer service role that involves assisting clients with banking transactions, financial products, and account management. It can offer stable employment, opportunities for advancement, and skill development in finance and communication. Career growth may include moving into supervisory or specialized financial roles with experience and additional certifications.

Is a personal banking representative an entry level position?

A personal banking representative is often considered an entry-level position in banking, suitable for individuals with a high school diploma or equivalent. It typically involves customer service, basic financial knowledge, and may require on-the-job training or certification. Advancement opportunities may include specialized roles or supervisory positions.

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

To become a personal banking representative, candidates typically need a high school diploma or equivalent, strong customer service skills, and basic knowledge of banking products and services. Some employers prefer candidates with previous experience in retail or financial services, and relevant certifications such as a Series 6 or 63 license may be required for certain roles.
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Personal Banking Representative jobs near you
Infographic showing various Personal Banking Representative 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 $37,583 per year, or $18.1 per hour.

Personal Banker

Shawnee, OK • On-site

City National Bank & Trust
See more jobs at City National Bank & Trustexternal

$15/hr

Full-time

Posted 27 days ago

Job description


City National Bank and Trust

Job Description: Personal Banker

Department: Retail

Status: Full time

Equal Opportunity Employer

Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.

Responsibilities:

  • Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
  • Develop and expand customer growth through daily prospecting and follow-up activities.
  • Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
  • Effectively cross-sell and market bank products and services to customers and prospects.
  • Protect customer confidentiality and privacy while practicing branch security procedures.
  • Participate in daily branch operations, gaining proficiency in various areas of personal banking.
  • Actively log customer interactions and follow-ups into Synapsys with detailed notes.
  • Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.

Qualifications:

  • Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.
  • Proficiency with Microsoft products, general computer skills, and basic math skills.
  • Ability to work flexible or extended hours with consistent attendance and punctuality.
  • Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.
  • Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.

Education and Experience:

  • High School diploma or equivalent
  • Demonstrate alignment with City National Bank’s values and vision.


Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.
  • Ability to lift/carry no more than 20lbs.
  • Ability to stand for the majority of the assigned work schedule.
  • Clear verbal communication and close vision with the ability to adjust focus.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.