Post job

Personal banking representative education requirements

Updated January 8, 2025
2 min read
Usually, personal banking representatives don't need a college education. The most common degree for personal banking representatives is bachelor's degree with 62% graduates, with only 18% personal banking representative graduates earning associate degree. Personal banking representatives who decided to graduate from college often finish Pennsylvania State University or University of Massachusetts Boston. Some good skills to have in this position include bank products, profiling and customer inquiries.

Popular personal banking representative certifications include Certified Bank Auditor (CBA), Certified Management Accountant (CMA), or Certified Professional, Life and Health Insurance Program (CPLHI). To improve personal banking representative qualification and skills, we prepared some online courses to help in personal banking representative education paths.

What education do you need to become a personal banking representative?

What degree do you need to be a personal banking representative?

The most common degree for personal banking representatives is bachelor's degree, with 62% of personal banking representatives earning that degree. The second and third most common degree levels are associate degree degree at 18% and associate degree degree at 10%.
  • Bachelor's, 62%
  • Associate, 18%
  • High School Diploma, 10%
  • Master's, 6%
  • Other Degrees, 4%

What should I major in to become a personal banking representative?

You should major in business to become a personal banking representative. 33% of personal banking representatives major in business. Other common majors for a personal banking representative include finance and accounting.

Best majors for personal banking representatives

RankMajorPercentages
1Business33.0%
2Finance9.5%
3Accounting7.4%
4Psychology5.6%
5Marketing5.0%

20 best online courses for personal banking representatives

Advertising disclosure

1. Understand Banks & Financial Markets

udemy
4.4
(6,205)

The world of financial markets: participants, products, trading motives, pricing and structure...

2. Customer Service Fundamentals: Putting People First

udemy
4.4
(313)

Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...

3. Investment Banking: The Complete Financial Ratio Analysis

udemy
4.5
(396)

Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...

4. Financial Accounting-Debits & Credits-Accounting Transaction

udemy
4.5
(781)

Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...

5. Customer Service, Customer Support, And Customer Experience

udemy
4.6
(2,666)

Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...

6. Financial Accounting & Excel-Comprehensive Accounting Course

udemy
4.3
(736)

Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...

7. Business Banking 101

udemy
4.5
(1,368)

Everything You Ever Wanted to Know About Getting a Bank Loan...

8. Customer Service

udemy
4.6
(11,267)

How to Approach New Customers and Maintain Existing Ones...

9. Start Improving Customer Service

udemy
4.8
(2,040)

Creating a Customer Service advantage in Your department or business through communication and Customer Management...

10. Banking Credit Analysis Process (for Bankers)

udemy
4.5
(2,917)

Course for Bankers, Consultants and managers to Understand Credit Analysis Process from Indian Context...

11. Customer Service & Support For Customer Service Executives

udemy
4.5
(941)

Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...

12. 3-in-1 Banking, Banking Risk and Compliance Masterclass

udemy
4.6
(515)

The essentials of the banking business (business model, compliance, others), financial risk management and compliance...

13. The Advanced Real Estate Financial Modeling Bootcamp

udemy
4.8
(1,270)

The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...

14. Customer Service Mastery: Delight Every Customer

udemy
4.7
(18,204)

Master Customer Service using this practical customer care course...

15. Customer Service: 6 Keys To Exceptional Customer Service

udemy
4.6
(601)

Master Customer Satisfaction & Astonish Your Customers With A+ Customer Service...

16. Customer Retention: Maximise Your Profits

udemy
4.6
(481)

How CRM, Customer Care, Customer Service, Customer Satisfaction, and Customer Experience will 10X your profits...

17. Customer Service Foundation

udemy
4.5
(290)

An introductory course about understanding the foundations of Customer Service...

18. Principles of Financial Accounting

udemy
4.5
(875)

Learn the complete accounting cycle -recording business transactions to presenting the Balance Sheet & Income Statement...

19. How Sustainability is Changing The Financial Sector

udemy
4.4
(1,922)

New Risks, Challenges and Business Opportunities for Banks and Investors under Environmental and Social Responsibility...

20. The Real Estate Financial Modeling Bootcamp

udemy
4.8
(8,299)

The Complete A to Z Guide to Modeling Real Estate Transactions in Microsoft Excel For Smarter Real Estate Investing...

Average personal banking representative salary by education level

Personal banking representatives with a Master's degree earn more than those without, at $39,182 annually. With a Bachelor's degree, personal banking representatives earn a median annual income of $37,421 compared to $35,311 for personal banking representatives with an Associate degree.
Personal banking representative education levelPersonal banking representative salary
Master's Degree$39,182
High School Diploma or Less$34,700
Bachelor's Degree$37,421
Some College/ Associate Degree$35,311

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Browse office and administrative jobs