How do I become a personal banking advisor
Get qualified to work as a personal banking advisor with a course recognised across Australia. Speak to a training provider to learn more.
Related career opportunities
Browse occupations related to Personal Banking Advisor.
Common questions
In Australia, a full time Personal Banking Advisor generally earns $1,305 per week ($67,860 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
Courses.com.au Team
The number of people working in the banking industry has remained stable over the last five years. There are currently 51,400 people employed in this field and many of them specialise as a Personal Banking Advisor. Personal Banking Advisors may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
Courses.com.au Team
To become a Personal Banking Advisor, consider enrolling in a Certificate II or III in Financial Services. This course will prepare you for a range of roles in financial services with an overall introduction to industry legislation, procedures and guidelines.
Courses.com.au Team
Further reading
Choosing a security licence course in Australia: A step-by-step guide for jobseekers
10th November 2023
How to start a career in counselling
7th September 2020All personal banking advisor courses
Personal Banking Advisor careers
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.
