Finance

How to become a Personal Banker

From bank teller: every step, how long it takes, and the credential it earns.

Time to get there

6–18 months

Typical pay

$45k–$62k

Starting from

Bank teller

Pay is an estimate of typical US entry-level pay for this role and varies by state, employer and shift. The timeline assumes you are starting from bank teller and includes any licence or programme legally required — not just course length.

The route

1. 1

   6–12 months

   Start as a teller

   Branch banking promotes from the window; it is the standard route.

   Course that covers thisProfessional Diploma in Customer Service ExcellenceUdemy · around $19.99 →
2. 2

   3–6 months

   Learn the product set

   Deposits, credit cards, personal loans and referrals to lending and investments.

   Course that covers thisFoundations of SalesUdemy · around $19.99 →
3. 3

   6–12 months

   Hit referral targets

   This is a sales role in a branch. Being clear-eyed about that helps.

4. 4

   Get licensed if you want investments

   SIE plus Series 6/63 opens investment referrals and the pay that comes with them.

   ◆ FINRA SIE, Series 6 and 63

5. ✓

   Destination

   Personal Banker

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