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Personal Banker Assistant Jobs in Virginia (NOW HIRING)

Trustar Bank

Universal Banker

Mclean, VA · On-site

$25/hr

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

Trustar Bank

Universal Banker

Fairfax, VA · On-site

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

Trustar Bank

Universal Banker

Mclean, VA · On-site

$25/hr

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

Trustar Bank

Universal Banker

Fairfax, VA · On-site

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

Trustar Bank

Universal Banker

Mclean, VA · On-site

$25/hr

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

Trustar Bank

Universal Banker

Fairfax, VA · On-site

Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor ... Candidate will assist with other duties as assigned. Requirements: High school diploma or its ...

New Peoples Bank

Relationship Banker

Gate City, VA · On-site

$16 - $20.80/hr

Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures ... Pursue personal development opportunities to improve knowledge as it relates to the position ...

New Peoples Bank

Relationship Banker

Clintwood, VA · On-site

$16 - $20.80/hr

Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures ... Pursue personal development opportunities to improve knowledge as it relates to the position ...

New Peoples Bank

Relationship Banker

Gate City, VA · On-site

$16 - $20.80/hr

Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures ... Pursue personal development opportunities to improve knowledge as it relates to the position ...

New Peoples Bank

Relationship Banker

Clintwood, VA · On-site

$16 - $20.80/hr

Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures ... Pursue personal development opportunities to improve knowledge as it relates to the position ...

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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 SAFE Act - Centreville Branch

Citigroup, Inc.

Centreville, VA • On-site

$58K - $81K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 174 rated banks

Job description

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
  • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
  • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
  • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
  • Understand and comply with Citibank policies, standards and procedures
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • NMLS registration; Safe Act compliant
  • Consistently demonstrates clear and concise written and verbal communication skills

Education:
  • Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Bilingual Korean preferred but not required
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Centreville Virginia United States
Primary Location Full Time Salary Range:
$58,190.00 - $81,210.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Citigroup Inc logo

About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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