Personal Banking Advisor Courses
A Personal Banking Advisor advises customers on banking issues, including accounts and lending options, while providing excellent customer service.
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AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).
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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.
FNS42022
Get a senior role at the bank or credit union with the FNS42022 Certificate IV in Banking Services. This nationally recognised qualification has specialisations in customer services, lending, and mobile banking. The course covers: banking products and services, professional practice in the financial services industry, risk management strategies, using business software applications, leadership, and communication. Enquire now for entry requirements, banking services career outcomes, and training providers ...
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FNS20115
A Certificate II in Financial Services FNS20115 is an entry level qualification perfect for students needing foundational skills and knowledge for a financial services workplace. Students learn the legislation, procedures and guidelines essential to the industry; and graduate work-ready, with communication skills suitable for any financial services organisation.
The Certificate II in Financial Services FNS20115 is a nationally recognised training qualification and part of the official Financial Services T...
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Common questions
How much does a Personal Banking Advisor earn?
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.
What are the job opportunities for a Personal Banking Advisor?
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
How do I become a Personal Banking Advisor?
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.
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Studying a finance course is the modern gold standard for launching a successful career in the industry. Get started today!
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Interested in a career as an Accountant, Auditor or registered Tax Agent? Here online you’ll find the latest accounting courses, including classes approved by the Australian Tax Practitioners Board (TPB).
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Study the foundations of financial services and learn a specialised skillset to hone your craft and make an impact. Get started today!
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Looking for the training and qualifications you need to become a bookkeeper, payroll officer or BAS Agent? Here online you’ll find the latest courses for bookkeepers, including classes that are approved by the Tax Practitioners...
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More information
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.
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