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Personal Banker Assistant Jobs in Wisconsin (NOW HIRING)

Nicolet National Bank

Personal Banker I

Green Bay, WI · On-site

$18.75 - $22.75/hr

The Personal Banker I plays a key role in driving new customers and business while expanding ... assist with transactions across channels. You proactively identify opportunities to deepen ...

Nicolet National Bank

Personal Banker I

Green Bay, WI · On-site

$18.75 - $22.75/hr

The Personal Banker I plays a key role in driving new customers and business while expanding ... assist with transactions across channels. You proactively identify opportunities to deepen ...

Nicolet National Bank

Personal Banker I

Manitowoc, WI · On-site

$18.50 - $22.75/hr

The Personal Banker I plays a key role in driving new customers and business while expanding ... assist with transactions across channels. You proactively identify opportunities to deepen ...

Nicolet National Bank

Personal Banker I

Manitowoc, WI · On-site

$18.50 - $22.75/hr

The Personal Banker I plays a key role in driving new customers and business while expanding ... assist with transactions across channels. You proactively identify opportunities to deepen ...

Nagelmackers

WI · On-site

$65 - $85/hr

Samenwerken met experts: je werkt nauw samen met je branch lead, commercieel assistent en ... Personal Banker regio Antwerpen - Antwerpen Generaal Lemanstraat 74, 2600 Antwerpen, België ...

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INA Solution Inc

Client Services Banker

Milwaukee, WI · On-site

$23 - $25/hr

Milwaukee, WI Job Type: Full-time Job Summary Seeking a customer-focused Personal Banker to develop ... Generate business through referrals, prospecting, and outbound calls. * Assist customers with ...

Summit Credit Union

WI · On-site

Educate members about convenience service options such as online banking, mobile banking, and ATM access. * Assist members to utilize Personal Teller Machine (PTMs) in branch. * Perform account ...

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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 Wisconsin?

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

What cities in Wisconsin are hiring for Personal Banker Assistant jobs?

Cities in Wisconsin with the most Personal Banker Assistant job openings:

Personal Banker Assistant jobs near you

Personal Banker - Floater

Citizens Bank - WI

Mukwonago, WI • On-site

$23/hr

Full-time

Re-posted 13 days ago

Key responsibilities

  • Assist customers with account opening, servicing needs, and perform teller transactions.

  • Support branch and call center operations by providing staffing support, handling customer inquiries, and promoting digital banking solutions.

  • Build customer relationships through needs-based conversations, referrals, and follow-up activities.

Job description

Our Personal Banker Floaters are customer focused and are responsible for delivering exceptional customer service, supporting customer needs, and driving sales and referral opportunities across multiple branch locations. This position will assist customers with account opening and servicing needs, perform teller transactions, promote digital banking solutions, and support branch and call center operations as needed. This role travels between branches to provide staffing support, maintain operational consistency, and ensure a positive customer experience.

Business Hours:

Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm

38-40 hours/week

Essential Duties and Responsibilities:

Sales & Relationship Development

  • Build strong customer relationships by understanding financial needs and recommending appropriate banking products and services.
  • Generate sales opportunities through customer conversations, referrals, and community engagement.
  • Conduct customer follow-up activities, including CD maturity reminder calls and other customer retention efforts.
  • Achieve individual goals and support branch sales goals through needs-based conversations and referrals.

Customer Experience

  • Deliver a welcoming, professional experience by addressing customer inquiries, service requests, and concerns efficiently.
  • Educate customers on banking products, services, and digital tools to enhance their overall experience.

Transaction & Teller Support

  • Perform transactions including deposits, withdrawals, loan payments, wire transfers, etc.
  • Balance cash drawer and resolve discrepancies in a timely manner.

Call Center Support 

  • Provide back-up support to the call center team by handling incoming customer calls as needed.
  • Assist customers over the phone with service requests, account inquiries, and digital banking support while maintaining a high level of customer service.

Digital Banking Support

  • Assist customers with online and mobile banking tools, promoting awareness and adoption of digital solutions.
  • Stay informed on evolving digital capabilities to better support customer needs.

Compliance & Risk Management

  • Adhere to all policies, procedures, and regulatory requirements while ensuring accurate transaction processing.
  • Identify and escalate potential fraud, suspicious activity, and risk concerns.

Branch Operations Support

  • Support branch opening/closing procedures and maintain an organized work environment.
  • Participate in team meetings and ongoing training to stay current on products, policies, and procedures.

Non-Essential Duties:

  • Provide additional branch support, including Safe Deposit Box access, vault and override authority, and notary services.
  • Other duties as assigned.

Requirements: 

  • High School diploma or equivalent required.
  • 1-2 years of related experience in banking preferred 
  • Personal banking experience preferred 
  • High level of professionalism, with excellent communication and interpersonal skills
  • Proficiency in using computer systems and banking software (Word, Excel, Internet, e-mail, and other data or software programs and applications)
  • High level of confidentiality 
  • Attention to detail and strong organizational skills
  • Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

Critical Competencies:

  • Collaboration
  • Loyalty
  • Accountability 
  • Relationship Selling
  • Comfort with phone-based outreach and customer conversations
  • Customer Service Excellence
  • Product Knowledge and Technical Proficiency 
  • Problem Solving
  • Accuracy and Organization

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****     

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf