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Become A Personal Banking Representative

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Working As A Personal Banking Representative

  • Interacting With Computers
  • Performing for or Working Directly with the Public
  • Evaluating Information to Determine Compliance with Standards
  • Getting Information
  • Processing Information
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • Repetitive

  • $57,000

    Average Salary

What Does A Personal Banking Representative Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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How To Become A Personal Banking Representative

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Personal Banking Representative Career Paths

Personal Banking Representative
Personal Banker Loan Officer Account Executive
Senior Account Manager
7 Yearsyrs
Personal Banker Account Executive Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Personal Banker Account Executive Sales Manager
Territory Sales Manager
7 Yearsyrs
Head Teller Lead Teller Assistant Branch Manager
Vice President And Manager
10 Yearsyrs
Head Teller Lead Teller Store Manager
Market Manager
7 Yearsyrs
Head Teller Lead Teller Branch Manager
Business Development Officer
7 Yearsyrs
Finance Service Representative Service Representative Analyst
Portfolio Manager
7 Yearsyrs
Finance Service Representative Specialist Credit Analyst
Credit Manager
5 Yearsyrs
Finance Service Representative Specialist Human Resources Generalist
Staffing Manager
5 Yearsyrs
Service Representative Executive Assistant Account Manager
Key Account Manager
7 Yearsyrs
Service Representative Consultant Account Manager
Relationship Manager
6 Yearsyrs
Executive Assistant Office Manager Account Manager
Commercial Account Manager
8 Yearsyrs
Executive Assistant Assistant Store Manager Assistant Branch Manager
Finance Center Manager
6 Yearsyrs
Member Service Representative Consultant Regional Sales Manager
Business Development Sales Manager
8 Yearsyrs
Member Service Representative Loan Officer Underwriter
Branch Operations Manager
6 Yearsyrs
Member Service Representative Finance Analyst Senior Operations Analyst
Assistant Vice President Operations
8 Yearsyrs
Bank Specialist Relationship Banker Business Banker
Business Relationship Manager
9 Yearsyrs
Bank Specialist Business Banker Assistant Branch Manager
Banking Center Manager
5 Yearsyrs
Bank Specialist Specialist-Small Business Banking Center Manager
Bank Manager
5 Yearsyrs
Loan Officer Relationship Banker Senior Teller
Branch Service Manager
7 Yearsyrs
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Help others decide if this is a good career for them

Average Length of Employment
Consumer Banker 2.9 years
Banking Associate 2.5 years
Banker 2.4 years
Personal Banker 2.4 years
Bank Specialist 2.4 years
Universal Banker 2.1 years
Telephone Banker 1.8 years
Retail Banker 1.7 years
Top Careers Before Personal Banking Representative
Teller 13.9%
Cashier 6.4%
Internship 3.8%
Manager 3.1%
Volunteer 2.3%
Server 1.9%
Top Careers After Personal Banking Representative
Teller 6.4%
Cashier 4.1%
Internship 3.3%
Server 2.6%

Do you work as a Personal Banking Representative?

How Would You Rate The Salary Of a Personal Banking Representative?

Have you worked as a Personal Banking Representative? Help other job seekers by rating your experience as a Personal Banking Representative.

Top Skills for A Personal Banking Representative

  1. Bank Products
  2. Customer Service
  3. Financial Needs
You can check out examples of real life uses of top skills on resumes here:
  • Provided extraordinary customer care to new and existing customers with a focus on the sale of all bank products and services.
  • Delivered extraordinary customer service, provided assistance to customers, identifying their needs and provided options with solutions.
  • Create and maintain close relationships with customers and promote bank products and services to satisfy customer's personal and financial needs.
  • Created new accounts after assessing needs of companies, showing management how to increase wealth utilizing UMB products and services.
  • Worked under the guidance of Bank Manager to achieve both individual and team sales goals under a high-pressure environment.

Personal Banking Representative Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 2,080 Personal Banking Representative resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Personal Banking Representative Resume

View Resume Examples

Personal Banking Representative Demographics

Gender

Female

59.7%

Male

29.7%

Unknown

10.6%
Ethnicity

White

62.4%

Hispanic or Latino

17.5%

Black or African American

9.2%

Asian

7.2%

Unknown

3.8%
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Foreign Languages Spoken

Spanish

56.1%

French

10.3%

Polish

6.5%

Portuguese

4.7%

Hindi

3.7%

Italian

2.8%

Mandarin

1.9%

German

1.9%

Urdu

1.9%

Arabic

1.9%

Bengali

1.9%

Russian

0.9%

Chinese

0.9%

Vietnamese

0.9%

Cantonese

0.9%

Sindhi

0.9%

Armenian

0.9%

Gujarati

0.9%
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Personal Banking Representative Education

Schools

University of Phoenix

14.0%

University of Wisconsin - Milwaukee

8.4%

University of Central Oklahoma

7.0%

Pennsylvania State University

6.0%

University of Massachusetts - Boston

6.0%

Florida International University

6.0%

Miami Dade College

5.6%

Kaplan University

5.1%

Missouri State University

4.7%

Brookdale Community College

4.7%

Southern New Hampshire University

4.2%

Liberty University

3.7%

University of Nebraska - Lincoln

3.3%

Kean University

3.3%

Strayer University

3.3%

Hofstra University

3.3%

University of Oklahoma

3.3%

Baker University

2.8%

University of Wisconsin - Whitewater

2.8%

Ashford University

2.8%
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Majors

Business

35.0%

Finance

9.8%

Accounting

8.7%

Marketing

4.9%

Psychology

4.7%

Criminal Justice

4.5%

Management

3.6%

Communication

3.4%

Liberal Arts

3.3%

Economics

2.7%

Education

2.5%

Health Care Administration

2.3%

English

2.1%

General Studies

2.0%

Computer Science

1.9%

Legal Support Services

1.9%

Political Science

1.8%

Human Resources Management

1.8%

Nursing

1.7%

History

1.3%
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Degrees

Bachelors

46.8%

Other

21.0%

Associate

12.4%

Masters

12.1%

Certificate

4.5%

Diploma

1.3%

Doctorate

1.2%

License

0.7%
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What is it like to work as a Personal Banking Representative

5.0

Banking

December 25, 2019 on Zippia

What was your job title?

Personal Banking Representative.. Show More

What do you like the most about working as Personal Banking Representative?

Serving people to meet their financial needs and planning
Fininancial analysis of their funds with best utility
Feeling motivated while meeting people from different demographic backgrounds
.. Show More

What do you NOT like?

Don't like people with bad credit history .. Show More

How Would You Rate Working As a Personal Banking Representative?

Are you working as a Personal Banking Representative? Help us rate Personal Banking Representative as a Career.

Top Personal Banking Representative Employers

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