Personal Financial Representative Salary

A Personal Financial Representative earns an average wage of $15.77 per hour.

$37,010 - $50,312
$46K
MEDIAN: $45,506
50%

Add this chart to your site: 640px    300px

Find Out Exactly What You Should Be Paid

United States (change)

Job Description for Personal Financial Representative

  • 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.
  • Authorize, approve, and research transactions; perform overrides, approve check holds, and make check cashing decisions.
  • 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.

Personal Financial Representative Job Listings

Key Stats for Personal Financial Representative

Gender

Female
40 %
Male
60 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 2 votes.
1-4 years
60%
10-19 years
20%
20 years or more
20%
ADVERTISEMENT
Location:
Years in Fields/Career:
United States (change)

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 2 votes.

Gender

Female
40 %
Male
60 %

Years of Experience

1-4 years
60%
10-19 years
20%
20 years or more
20%

Common Health Benefits

medical benefits
Medical: 100%
dental benefits
Dental: 100%
vision benefits
Vision: 100%
no benefits
None:
ADVERTISEMENT