Personal Financial Representative Salary

A Personal Financial Representative earns an average wage of $15.67 per hour.

$11.23 - $17.66

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National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$10$20$30
Hourly Rate
$11.23 - $17.66  
   
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$20K$40K$60K
Bonus
$0.00 - $9,933  
   
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$26,279 - $54,289  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 12
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Job Description for Personal Financial Representative

  • Process a variety of teller transactions including deposits, withdrawals, payments and transfers.
  • Provide knowledge of products and services to consult with new members to identify products and services that best fit their needs.
  • Authorize, approve, and research transactions; perform overrides, approve check holds, and make check cashing decisions.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Identify the needs of members by cross-selling and up-selling products and referring them to a personal banker.

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Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 3 votes.

Gender

Female
71 %
Male
29 %

Years of Experience

Less than 1 year
14%
1-4 years
29%
5-9 years
19%
10-19 years
29%
20 years or more
10%

Common Health Benefits

medical benefits Medical: 71% dental benefits Dental: 71%
vision benefits Vision: 59% employee benefits None: 24%
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