ZipRecruiter

Log In

1

Personal Banking Assistant Jobs in Indiana (NOW HIRING)

Citizens State Bank

Float Personal Banker

Carmel, IN · On-site

$18.25 - $22.25/hr

Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners * Assist customers with account ...

Citizens State Bank

Float Personal Banker

Fishers, IN · On-site

$18 - $22/hr

Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners * Assist customers with account ...

First Farmers Bank & Trust

Personal Banker

Knox, IN · On-site

$18 - $20/hr

We believe in combining today's digital banking convenience with the traditional values of ... * Assist in verifying currency shipments, drop-off and night drop deposits, balancing the cash ...

First Farmers Bank & Trust

Personal Banker

Kokomo, IN · On-site

$18 - $20/hr

We believe in combining today's digital banking convenience with the traditional values of ... Process/Order checks and all related products for customers * Assist in verifying currency ...

STAR Financial Group

PERSONAL BANKER - CARMEL

Carmel, IN

$18.25 - $22.25/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Generates new business to assist in meeting establishment profitability goals. * Generates ...

STAR

PERSONAL BANKER - ZIONSVILLE

Zionsville, IN · On-site

$18.75 - $22.75/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Generates new business to assist in meeting establishment profitability goals. * Generates ...

STAR

PERSONAL BANKER - CARMEL

Carmel, IN · On-site

$18.25 - $22.25/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Generates new business to assist in meeting establishment profitability goals. * Generates ...

STAR

PERSONAL BANKER - GREENFIELD

Greenfield, IN · On-site

$18.50 - $22.50/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Generates new business to assist in meeting establishment profitability goals. * Generates ...

STAR

PERSONAL BANKER - CHURUBUSCO

Churubusco, IN · On-site

$18.75 - $23/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Provide customers with account-based information and assist with other services. * Maintain and ...

STAR

PERSONAL BANKER - HEADQUARTERS

Fort Wayne, IN · On-site

$17.75 - $21.50/hr

... banking solutions, and innovative use of technology for more than 80 years. We are proud to be a ... Provide customers with account-based information and assist with other services. * Maintain and ...

Keybank

Personal Banker

Carmel, IN · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

next page

Showing results 1-20

All JobsPersonal Banking JobsPersonal Banking Assistant JobsPersonal Banking Assistant Jobs in Indiana

Personal Banking Assistant information

What are the key skills and qualifications needed to thrive as a personal banking assistant?

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 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.

What does a personal banking assistant do?

A personal banking assistant helps customers with banking transactions, account management, and financial inquiries. They provide support at bank branches or through digital channels, often using banking software and customer service skills to assist clients effectively.

What is the work of a personal banking assistant?

A personal banking assistant helps customers with banking transactions, provides information about accounts and services, and assists with financial inquiries. They often handle tasks such as opening accounts, processing deposits and withdrawals, and offering basic financial advice, typically working in bank branches and requiring good customer service skills.

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

To become a personal banking assistant, candidates typically need a high school diploma or equivalent, strong customer service skills, and basic knowledge of banking products and services. Some employers may prefer prior experience in retail or financial services and may require familiarity with banking software or tools.

What are the most commonly searched types of Personal Banking jobs in Indiana?

The most popular types of Personal Banking jobs in Indiana are:

What are popular job titles related to Personal Banking Assistant jobs in Indiana?

For Personal Banking Assistant jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Personal Banking Assistant jobs in Indiana look for?

The top searched job categories for Personal Banking Assistant jobs in Indiana are:

What cities in Indiana are hiring for Personal Banking Assistant jobs?

Cities in Indiana with the most Personal Banking Assistant job openings:

Personal Banking Assistant jobs near you

Float Personal Banker

Citizens State Bank

Carmel, IN • On-site

$18.25 - $22.25/hr

Full-time

Posted 14 days ago

Job description

Position Overview: 
As a Floating Personal Banker, you will provide high-quality customer service, assist clients with a variety of personal and business banking products, and support multiple branches on an as-needed basis. You will be expected to work in different locations ensuring smooth operations and consistent service delivery. The Floating Personal Banker role provides a dynamic work environment where you can build relationships, support customers, and develop a wide range of banking skills across different locations. 


Primary Duties:

  • Provide personalized service to customers, answering inquiries, and assisting with their day-to-day banking needs
  • Build and maintain strong relationships with customers by understanding their financial goals and recommending appropriate solutions
  • Address customer concerns and resolve issues promptly, ensuring a positive experience for every customer
  • Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners 
  • Assist customers with account opening, closing, maintenance and other banking transactions 
  • Provide support to various branches based on operational needs, ensuring smooth banking services in all assigned locations
  • Flexibility in moving between branches depending on staffing needs, vacations or special circumstances 
  • Ensure that all transactions are conducted in compliance with bank policies, regulations and procedures
  • Safeguard client information and ensure confidentiality 
  • Work closely with branch teams to support day-to day operations and maintain high customer service standards

Requirements:

  • Career minded individuals that want to join an organization where they can gain experience and build a career. Citizens State Bank provides career paths and development plans to get you where you want to go.
  • High school diploma or equivalent.
  • Successful completion of in-house training program for PBI and PBII.
  • Good interpersonal communication and computer skills.
  • Cash handling skills and previous banking experience preferred 
  • Comfort with technology such as mobile services and online-banking services 

NOTE:  This job description is not intended to be all-inclusive, other duties may be assigned.

Apply