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Personal Banking Assistant Jobs (NOW HIRING)

Connect customers to Internet Banking and other Retail Technological Products and assist with related banking issues. Assist Personal Bankers and Universal Bankers in scanning/indexing duties as ...

... • Assist in preparing credit presentation packages for loan committee. • Initiate wire ... Work is performed largely within the Bank with limited chance for personal injury. Prolonged and ...

... • Assist in preparing credit presentation packages for loan committee. • Initiate wire ... Work is performed largely within the Bank with limited chance for personal injury. Prolonged and ...

Retail Banking Assistant Provides quality service by assisting customers accurately and efficiently ... Full knowledge of personal and business banking products offered, taking a personal initiative to ...

Private Banking Assistant

Washington, DC · On-site

$59.77K - $98.63K/yr

The Private Banking Assistant provides administrative and operational support to the Private ... and personal development opportunities such as career advancement, job and industry trainings ...

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Personal Banking Assistant information

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$10

$23

$40

How much do personal banking assistant jobs pay per hour?

As of May 29, 2026, the average hourly pay for personal banking assistant in the United States is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $25.96 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Personal Banking Assistant, and why are they important?

To thrive as a Personal Banking Assistant, you need a solid understanding of banking products, financial regulations, and customer account management, typically supported by a diploma or degree in finance or a related field. Familiarity with banking software systems, customer relationship management (CRM) tools, and cash handling procedures is essential. Excellent communication, active listening, and problem-solving skills help build trust and deliver exceptional customer service. These skills are crucial for ensuring customer satisfaction, accuracy in transactions, and compliance within a highly regulated environment.

What are some typical challenges a Personal Banking Assistant may encounter when working with clients?

Personal Banking Assistants often face challenges such as managing a diverse client base with varying financial needs, staying updated on banking products, and handling sensitive situations like declined applications or fraud alerts. Balancing multiple inquiries while maintaining accuracy and confidentiality is essential. Strong interpersonal skills and adaptability help in building trust and delivering excellent customer service, even during high-pressure periods or when addressing complex financial questions.

What is a Personal Banking Assistant?

A Personal Banking Assistant is a customer service professional who helps clients manage their personal bank accounts and financial transactions. They assist with opening new accounts, processing deposits and withdrawals, answering account-related questions, and providing information about banking products and services. Personal Banking Assistants also help resolve issues, ensure compliance with bank policies, and may guide customers on digital banking tools. Their goal is to provide a positive banking experience and support customers' financial needs.

What is the difference between Personal Banking Assistant vs Customer Service Representative?

AspectPersonal Banking AssistantCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma; customer service training often preferred
Work EnvironmentBank branches, assisting clients with banking needsCall centers, bank branches, or retail locations
Employer & Industry UsageFinancial institutions, retail bankingFinancial institutions, retail banking, customer support centers
Common Search & Comparison IntentYesYes

While both roles involve customer interaction within banking environments, a Personal Banking Assistant primarily focuses on providing personalized banking services and financial advice, whereas a Customer Service Representative handles general inquiries and transactional support. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

More about Personal Banking Assistant jobs
What cities are hiring for Personal Banking Assistant jobs? Cities with the most Personal Banking Assistant job openings:
What are the most commonly searched types of Personal Banking jobs? The most popular types of Personal Banking jobs are:
What states have the most Personal Banking Assistant jobs? States with the most job openings for Personal Banking Assistant jobs include:
What job categories do people searching Personal Banking Assistant jobs look for? The top searched job categories for Personal Banking Assistant jobs are:
Infographic showing various Personal Banking Assistant job openings in the United States as of May 2026, with employment types broken down into 7% As Needed, 59% Full Time, 20% Part Time, 7% Temporary, and 7% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $48,191 per year, or $23.2 per hour.
Personal Banking - Assistant Banking Center Manager

Personal Banking - Assistant Banking Center Manager

NBH Bank

Telluride, CO • On-site

$23 - $31/hr

Full-time

Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

It starts with our culture ...
Common sense has never been common.
If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity®
When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
As an Assistant Banking Center Manager, you will:
  • Work with and through others, building and maintaining relationships.
  • Train and coach a successful team utilizing strong decision-making skills under the input from Banking Center leadership.
  • Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns.
  • Perform in a role that has detailed work as a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines.
  • Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As an Assistant Banking Center Manager, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including developing relationships with business partners and clients, introducing clients to new products, services and digital solutions. You will be responsible for demonstrating a strong knowledge of mortgage, business, installment loan options, providing a broad base of financial and credit services. Additionally, Assistant Banking Center Managers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.
Minimum Requirements:
  • Associates Degree or equivalent
  • Become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act, and NBH's compliance policies related to these requirements including acceptable background check investigation results.
  • Driving may be required with this position. Applicants must have a valid driver's license (may not be learner's, restricted or "to and from work" license) and driving history that meets the Bank's driver standards. This information will be verified in a Motor Vehicle Report.

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:
  • Bachelor's Degree or higher
  • 3-4 years of cash handling or financial service experience
  • 2+ Years of demonstrated successful sales experience
  • 4-5 years of relevant job experience
  • Bilingual language skills
  • Passionate and motivated self-starter
  • A passion for educating clients on banking products and digital technologies available at the bank
  • Strong work ethic and ability to complete work accurately
  • Ability to think logically in order to analyze situations and make sound decisions
  • Ability to handle multiple tasks simultaneously
  • Capacity to work with multiple computer and software systems
  • Ability to calculate figures and amounts such as cash back and percentages

Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
  • We are committed to our core value of meritocracy and supporting our associates in growing within their role
  • When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
  • Must be able to work overtime to the extent necessary (typically no more than 5%).

Incentive and Benefits:
This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned quarterly based on the associate's performance against the defined metrics as outlined in the score card.
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.