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Personal Banking Assistant Jobs in Indiana (NOW HIRING)

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 ...

New

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 ...

New

Keybank

Personal Banker

Carmel, IN

$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 ...

KeyBank

Personal Banker

Carmel, IN · On-site

$19.25 - $23.50/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 ...

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

Nappanee, IN

$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 ...

STAR

PERSONAL BANKER (TRAVEL) - INDIANAPOLIS

Indianapolis, 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 Financial Group

PERSONAL BANKER - LIMA RD.

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 ...

STAR

PERSONAL BANKER - S. ADAMS ST.

Marion, IN · On-site

$17.25 - $21/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 - E. 146TH ST.

Noblesville, IN · On-site

$18 - $22/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 ...

KeyBank

Personal Banker - R-38969

Anderson, 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 ...

KeyBank

Personal Banker - R-38043

Elkhart, 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 ...

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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

PERSONAL BANKER - CARMEL

STAR

Carmel, IN • On-site

$18.25 - $22.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.
STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.
The Personal Banker position is included in a workplace model that does not allow remote work.
As a Personal Banker, essential responsibilities include:
  • Initiates and conducts interviews with all customers.
  • Provides superior customer service including the opening of new accounts and resolution of client inquiries.
  • Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR's banking solutions to best fit the client's needs.
  • Completes all account maintenance issues in a timely manner.
  • Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source.
  • Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts.
  • Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services.
  • Maintains and updates knowledge relating to changes in Bank products, services and procedures.
  • Generates new business to assist in meeting establishment profitability goals.
  • Generates, completes, and closes consumer loans.
  • Participates as lead internal contact for walk-in client sales inquiries.
  • Adheres to and applies all operational policies and procedures.
  • Identify and refer business opportunities to bank affiliates.
  • Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires.
  • Assists in the orientation/mentoring of new team members.
  • Completes annual compliance training by designated dates, as required.
  • May have commercial loan admin responsibilities.

Skills Needed
  • Proven sales ability to identify and recommend varying solutions.
  • Ability to provide superior customer service through face to face and phone conversations.
  • Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered.
  • Proven critical thinking and problem solving skills.
  • Excellent oral and written communication skills.
  • Ability to consistently apply policies and procedures.
  • Strong attention to detail.
  • Strong organizational skills.
  • Proficiency in computer skills, to include windows based systems.

Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.
Schedule Needs
The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.
Travel Expectations
Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.
In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 11 1/2 holidays.
** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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