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Personal Banker Assistant Jobs in Kansas (NOW HIRING)

Personal Banker - Wanamaker

Topeka, KS ยท On-site

$16.75 - $20.25/hr

Personal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the ...

Personal Banker

Dodge City, KS

$16.50 - $20.25/hr

Personal Banker What You'll Do: * Build and maintain strong relationships with customers by ... Open new accounts and assist with account maintenance * Handle customer questions and resolve ...

Personal Banker

Dodge City, KS ยท On-site

$16.50 - $20.25/hr

Personal Banker What You'll Do: * Build and maintain strong relationships with customers by ... Open new accounts and assist with account maintenance * Handle customer questions and resolve ...

Personal Banker

Belleville, KS ยท On-site

$17 - $20.75/hr

Personal Banker What You'll Do: * Build and maintain strong relationships with customers by ... Open new accounts and assist with account maintenance * Handle customer questions and resolve ...

Personal Banker What You'll Do: * โ€ข Build and maintain strong relationships with customers by providing exceptional service * โ€ข Assist customers with everyday banking transactions and account ...

Personal Banker

Leawood, KS ยท On-site

$18.75 - $22.75/hr

As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ... May be asked to assist at various branches across Southern Bank's footprint; and, * Completes and ...

Lead Personal Banker

Topeka, KS

$16.75 - $20.25/hr

Lead Personal Bankers ("LPB") open banking accounts, process loan applications, and assist customers with CoreFirst products and services. LPBs may support branch management with scheduling ...

Personal Banker

Leawood, KS ยท On-site

$18.75 - $22.75/hr

As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ... May be asked to assist at various branches across Southern Bank's footprint; and, * Completes and ...

Personal Banker - Main Bank

Topeka, KS ยท On-site

$18.25 - $22.25/hr

Personal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the ...

Lead Personal Banker

Topeka, KS ยท On-site

$18 - $22/hr

Lead Personal Bankers ("LPB") open banking accounts, process loan applications, and assist customers with CoreFirst products and services. LPBs may support branch management with scheduling ...

Personal Banker - Liberal Walmart

Liberal, KS ยท On-site

$18.50 - $22.50/hr

Approve transactions for other employees within your assigned authority limit * Assist with bank ... personal and professional growth. We're searching for motivated individuals who are passionate ...

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Personal Banker Assistant information

What is a personal banker assistant?

Personal Banker Assistants are support professionals who work alongside personal bankers in financial institutions. They help with a variety of tasks such as preparing documents, managing customer accounts, answering client inquiries, and processing basic transactions. Their role ensures that personal bankers can focus on more complex customer needs while maintaining efficient branch operations. Personal Banker Assistants often serve as the first point of contact for clients, providing essential service and support.

What are the key skills and qualifications needed to thrive as a personal banker assistant, and why are they important?

To thrive as a Personal Banker Assistant, you need strong customer service abilities, attention to detail, and a foundational understanding of banking products and procedures, often supported by a high school diploma or equivalent. Familiarity with banking software, customer relationship management (CRM) systems, and basic financial transaction tools is typically required. Excellent communication, problem-solving, and organizational skills help you build rapport with clients and support personal bankers efficiently. These skills and qualities are crucial for ensuring accurate transactions, delivering exceptional service, and maintaining client trust in a financial setting.

What are some common challenges faced by personal banker assistants, and how can they be managed effectively?

Personal Banker Assistants often encounter challenges such as managing multiple client requests simultaneously, maintaining accuracy under tight deadlines, and adapting to frequent changes in banking procedures. Developing strong organizational skills and attention to detail can help manage these demands. Effective communication with both clients and the banking team is essential for prioritizing tasks and ensuring a smooth workflow. Regular training and staying updated on banking policies also play a crucial role in overcoming these challenges.

What is the difference between Personal Banker Assistant vs Teller?

AspectPersonal Banker AssistantTeller
Primary RoleSupports personal bankers with client service, account management, and administrative tasksHandles cash transactions, deposits, withdrawals, and basic customer inquiries
Required CredentialsHigh school diploma; some roles prefer banking or finance certificationsHigh school diploma; cash handling experience often preferred
Work EnvironmentBank branches, assisting personal bankers and clientsBank tellers work at teller windows within branches
Employer & Industry UsageUsed in retail banking, supporting personal banking servicesCommon in retail banking for daily cash transactions

While both roles are essential in retail banking, a Personal Banker Assistant primarily supports personal bankers with client service and administrative tasks, whereas a Teller focuses on cash transactions and basic customer service at the branch. The roles often overlap in work environment and credentials but differ in daily responsibilities.

Is a personal banker assistant a stressful job?

A personal banker assistant's job can be stressful due to handling customer inquiries, meeting sales goals, and managing financial transactions. The role often requires strong communication skills, attention to detail, and the ability to work under pressure in a fast-paced environment.

What qualifications do I need to be a personal banker assistant?

To become a personal banker assistant, candidates typically need a high school diploma or equivalent. Strong customer service skills, basic financial knowledge, and proficiency with banking software are also important; some positions may require previous experience in retail or banking environments.

What are the most commonly searched types of Personal Banker jobs in Kansas?

The most popular types of Personal Banker jobs in Kansas are:

Personal Banker - Wanamaker

CoreFirst Bank & Trust

Topeka, KS โ€ข On-site

$16.75 - $20.25/hr

Other

Re-posted 7 days ago


Job description

Job Summary: Personal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the benefits of CoreFirst Bank & Trust products and services. Helps perform outbound sales calls and other business-generating activity.

Essential Functions: ~ Illustrates and sells the benefits of CoreFirst products and services to prospective and current customers to generate new business and strengthen existing household relationships

~ Open banking accounts, process loan applications, answer customers" questions, perform account maintenance, and assist customers with bank processes and procedures

~ Responsible for meeting assigned branch sales goals

~ Participates in daily branch operations including, but not limited to, opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge, Skills, and Abilities: Experience - ~ Requires One (1) year of customer service experience, including cash handling

~ One (1) year of banking experience strongly preferred

~ Six (6) months of sales experience preferred Education - High school diploma, or equivalent, required. Some college preferred. Competencies - Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. High level of skill in the CoreFirst Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management Other Skills - ~ Working knowledge and proficient use of Microsoft suite

~ Ability to adapt quickly to changes in procedure and/or technology

~ Proficiency with process and procedures related to consumer deposit and loan products

~ Professionalism and composure; strong sales awareness; ability to contribute to a motived environment; ability to monitor key details and set priorities; goal-oriented mindset
Skills & Abilities - Work involves interactions with others and may be of a personal or sensitive nature when working through escalations. Additional skills include developing relationships, motivating, influencing, and training others. Ability to maintain composure and professionalism when handling complex situations. Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to fifty (50) pounds.

Travel and Environment: Travel is primarily local during the business day, and for the purpose of covering shifts at other branches. Occasional evening travel may be needed, for the purposes of training which may be located in the Topeka area.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.