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Personal Banking Sales Associate Jobs (NOW HIRING)

Ocean Bank

Personal Banking Officer

Miami, FL · On-site

Requirements * Associate's degree in Business (Finance or Accounting). * 4+ years of banking ... Experience working in a team (sales and service), and high-quality service advocacy. * Knowledge of ...

Ocean Bank

Personal Banking Officer

Miami, FL · On-site

Requirements * Associate's degree in Business (Finance or Accounting). * 4+ years of banking ... Experience working in a team (sales and service), and high-quality service advocacy. * Knowledge of ...

Ocean Bank

Personal Banking Officer

Orlando, FL · On-site

Requirements * Associate's degree in Business (Finance or Accounting). * 4+ years of banking ... Experience working in a team (sales and service), and high-quality service advocacy. * Knowledge of ...

Ocean Bank

Personal Banking Officer

Orlando, FL · On-site

Requirements * Associate's degree in Business (Finance or Accounting). * 4+ years of banking ... Experience working in a team (sales and service), and high-quality service advocacy. * Knowledge of ...

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

Bank of Montreal

Associate Banker

Oconomowoc, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Frisco, CO · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Fremont, CA · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Indian Wells, CA · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Oconomowoc, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Oswego, IL · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Tracy, CA · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Sheboygan Falls, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Fremont, CA · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Kokomo, IN · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Cedarburg, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

Bank of Montreal

Associate Banker

Beloit, WI · On-site

Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus ...

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Personal Banking Sales Associate information

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How much do personal banking sales associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for personal banking sales associate in the United States is $17.58, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $18.27 per hour, depending on experience, location, and employer.

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

AspectPersonal Banking Sales AssociateCustomer Service Representative
CredentialsHigh school diploma; sales certifications beneficialHigh school diploma; customer service training
Work EnvironmentBank branches, sales floorsBank branches, call centers
Employer & IndustryRetail banking, financial servicesRetail banking, financial services
Primary FocusPromoting banking products, salesAssisting customers, resolving issues

The main difference between a Personal Banking Sales Associate and a Customer Service Representative lies in their primary responsibilities. The Sales Associate focuses on promoting and selling banking products, while the Customer Service Representative primarily assists customers with inquiries and issues. Both roles require similar credentials and work within the same banking environment, but their core functions differ significantly.

Is a personal banking sales associate an entry level position?

A personal banking sales associate is typically an entry-level position that requires basic customer service skills and a high school diploma or equivalent. Many employers provide on-the-job training, and prior experience is not usually required, making it accessible for recent graduates or those new to banking. Advancement opportunities often include roles such as senior associate or specialist with experience and additional certifications.

What does a personal banking sales associate do?

A personal banking sales associate helps customers with banking products and services, such as opening accounts, offering financial advice, and promoting new products. They often work in bank branches, providing customer service and sales support, and may use banking software to process transactions and track client information.

What is the role of a personal banking sales associate in sales?

A personal banking sales associate is responsible for promoting and selling banking products and services to customers, such as savings accounts, loans, and credit cards. They identify customer needs, provide financial advice, and meet sales targets, often using sales techniques and customer relationship management tools. Strong communication skills and product knowledge are essential for success in this role.

What are popular job titles related to Personal Banking Sales Associate jobs?

For Personal Banking Sales Associate jobs, the most frequently searched job titles are:

Infographic showing various Personal Banking Sales Associate job openings in the United States as of September 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $36,566 per year, or $17.6 per hour.

Personal Banking Officer

Miami, FL • On-site

Ocean Bank
Commercial Banking • 501 - 1,000 employees
Learn more about Ocean Bankexternal

Full-time

Re-posted 12 days ago

Job description

Overview
The Personal Banking Officer (Main Branch) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account maintenance within the branch.
Responsibilities
This role assists in managing client relationships and supports a variety of banking functions, including customer transactions, loan processing, credit analysis, overdraft and returned item handling, and general administrative tasks. The Personal Banking Officer must ensure full compliance with all applicable Customer Identification Program (CIP) and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) regulatory requirements.
Qualifications
Education/Experience:
Requirements
  1. Associate's degree in Business (Finance or Accounting).
  2. 4+ years of banking experience required, directly related to servicing customers in retail banking branch operations.

Combination of education and experience will be considered.
Skills & Competencies
  1. Ability to understand and implement job related policies and procedures.
  2. Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
  3. Ability to handle financial transactions, fraud detection, and customer dispute resolution.
  4. Experience working in a team (sales and service), and high-quality service advocacy.
  5. Knowledge of the completion of KYC.
  6. Comprehension of banking laws and applicable compliance regulations.
  7. Must possess excellent verbal and written communication skills, interpersonal and organizational skills.
  8. Proficiency in MS Office Software, (Excel, Word, Outlook, Power Point, and Teams).

Preferences
  • Bachelor's Degree in Business Administration (Business, Finance preferred) with two (2) years of banking experience, directly related to servicing customers in retail banking branch operations.

Licenses/Certifications
      • None

Job Posting Locations
In this role you can work onsite from Miami, Florida, United States

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