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Personal Banker Assistant Jobs in Virginia (NOW HIRING)

Beacon Credit Union

Personal Banker

Danville, VA · On-site

$19.25 - $23.50/hr

First-class Orientation and Training that showcases our mission and customer service standards The primary purpose of this Personal Banker position is to assist Beacon Credit Union in living out our ...

Beacon Credit Union

Personal Banker

Danville, VA · On-site

$19.25 - $23.50/hr

First-class Orientation and Training that showcases our mission and customer service standards The primary purpose of this Personal Banker position is to assist Beacon Credit Union in living out our ...

Beacon Credit Union

Personal Banker

Danville, VA · On-site

$19.25 - $23.50/hr

First-class Orientation and Training that showcases our mission and customer service standards The primary purpose of this Personal Banker position is to assist Beacon Credit Union in living out our ...

First Community Bank

Personal Banker II - Float

Bristol, VA · On-site

$18.25 - $22.50/hr

... * Assist Personal Banker Is with more complex duties which could include business accounts, IRA distributions as well as IRA openings, and any other duty that is less frequently recurring. * All ...

First Community Bank

Personal Banker II - Float

Bristol, VA · On-site

$19.52 - $26.41/hr

... * Assist Personal Banker Is with more complex duties which could include business accounts, IRA distributions as well as IRA openings, and any other duty that is less frequently recurring. * All ...

First Community Bank

Personal Banker II - Float

Bristol, VA · On-site

$19.52 - $26.41/hr

... * Assist Personal Banker Is with more complex duties which could include business accounts, IRA distributions as well as IRA openings, and any other duty that is less frequently recurring. * All ...

First Community Bank

Personal Banker II - Float

Bristol, VA · On-site

$19.52 - $26.41/hr

... * Assist Personal Banker Is with more complex duties which could include business accounts, IRA distributions as well as IRA openings, and any other duty that is less frequently recurring. * All ...

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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 Virginia?

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

Personal Banker Assistant jobs near you

Personal Banker

Beacon Credit Union

Danville, VA • On-site

$19.25 - $23.50/hr

Full-time

Life, Retirement, PTO

Posted 20 days ago

Job description

Unlock Your Financial Future with BEACON CREDIT UNION - Where Your Potential Shines Bright! 


ABOUT US:

Beacon Credit Union is a leading financial institution, "Dedicated to Our Member's Financial Success," by providing exceptional service and innovative banking solutions.

 

Location: Danville, VA

Role: Personal Banker

 

Why Join OUR Team?

  • Positive and supportive team culture
  • Competitive salary and benefits package and incentives
  • Generous PTO and 11 Paid Holidays
  • Ability to earn additional PTO through volunteer opportunities
  • Employee discounts on loans and banking products
  • 401(k) Employer Match and Profit-sharing potential
  • 100% Bank Paid Long-Term Disability, Short-Term Disability, and Life Insurance
  • Learning and growing in a dynamic work environment
  • First-class Orientation and Training that showcases our mission and customer service standards

The primary purpose of this Personal Banker position is to assist Beacon Credit Union in living out our mission, "Dedicated to Our Member's Financial Success," by delivering outstanding service to both internal and external members. A key component of this service delivery is to identify the financial needs of each member and recommend an appropriate Credit Union solution.

In addition, the Personal Banker processes and closes consumer loan applications approved by the Centralized Lending Department, ensuring all required documentation is gathered. They understand the five C's of credit and Beacon CU's policies, meet monthly sales and loan goals, are knowledgeable about Beacon CU's products and services, and apply the Mike Neill techniques to achieve success.

 

Major Duties and Responsibilities

  • Ensure that each approved application is closed using Beacon CU's lending standards. The lending specialist will submit all loan requests with accuracy and timeliness. Have an understanding to ensure each loan is underwritten to Beacon's policies and procedures. Any loan approved outside of guidelines must have proper signatures for approval. Must meet and exceed loan and sales goals monthly. Understands and applies the principles of the 5 C's of Credit, Understands how to counsel members/customers on improving their financial position.
  • Is knowledgeable and understands all of Beacon CU's products and services. Responsible for increasing product and service penetration with current as well as potential members. Understand and follow the guidelines set forth in our sales module (Mike Neill) to fulfill our mission statement and service standards to every member every time.
  • Review completed loan packages prior to funding of the loan. Review and compliance completed loan packages before sending to loan review.
  • Act in the capacity of a Teller when requested. Must understand all applicable teller policies and procedures. Use the Mike Neill methods. Mission statement, and service standards are met while on the teller line to ensure every member every time is our standard.
  • Follow all applicable regulations, including Bank Secrecy Act, Patriot Act, Reg CC, and Anti-money Laundering. Adheres to all SAFE ACT regulations.
  • Deliver outstanding service to external and internal members in alignment with the Credit Union's service standards.
  • All other duties assigned by management.

Experience

  • Lending Experience Required
  • One year working in a Financial Institution
  • Sales Experience
Employment Type: FULL_TIME

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