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.
See personal banker jobs open nowThe route
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 $19.99Learn the product set
Deposits, credit cards, personal loans and referrals to lending and investments.
Course that covers thisFoundations of SalesUdemy · around $19.99Hit referral targets
This is a sales role in a branch. Being clear-eyed about that helps.
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
- Browse jobs now
Destination
Personal Banker
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