Personal Banking Advisor

A Personal Banking Advisor provides customers with advice on a range of banking issues. You might work for a bank, a building society, a credit union or another financial institution. Personal Banking Advisors, or Personal Banking Consultants, might provide guidance on banking accounts, lending options and credit applications. You might work with new customers or provide advice to current clients.

Personal Banking Advisors should have excellent customer service skills. You’ll need to be able to communicate with people from a range of backgrounds and understand their individual needs. Personal Banking Advisors will need to work as part of a team and be able to manage the needs of multiple customers at one time. You’ll need a strong knowledge of banking systems and available products.

Future demand Medium
Average yearly income $67,860
Skill level Unknown

How do I become a personal banking advisor?

All skill levels Beginner Experienced
FNS42022

Certificate IV in Banking Services

Blended
6 months
$6,280
  • There are no mandated entry requirements.
Additional requirements may apply.
  • There are no mandated entry requirements.
Additional requirements may apply.
FNS20120

Certificate II in Financial Services

On Campus
12 months
Unavailable
  • There are no mandated entry requirements.
Additional requirements may apply.
  • There are no mandated entry requirements.
Additional requirements may apply.
FNS30122

Certificate III in Financial Services

Blended, Online, Traineeship
12 months
$0 - $9,130
  • There are no mandated entry requirements.
Additional requirements may apply.
  • There are no mandated entry requirements.
Additional requirements may apply.
*Showing course fees for all providers. Some providers may not be available in your area.

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