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Personal Banking Assistant Jobs (NOW HIRING)

Berkshire Bank

Personal Banking Rep

Warwick, RI · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... and assist customers with digital banking services and recommend convenient banking options. • ...

Berkshire Bank

Personal Banking Rep

Hartford, CT · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... and assist customers with digital banking services and recommend convenient banking options. • ...

Berkshire Bank

Personal Banking Rep

MA · On-site

$20 - $28.90/hr

The Personal Banker Representative serves as a primary point of contact for clients, providing ... and assist customers with digital banking services and recommend convenient banking options. • ...

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How much do personal banking assistant jobs pay per hour?

As of Aug 23, 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?

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.
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:

Personal Banking Assistant jobs near you
Infographic showing various Personal Banking Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, 4% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $48,191 per year, or $23.2 per hour.

Personal Banking Officer - Camelback

Bell Bank

Phoenix, AZ • On-site

Full-time

Posted 17 days ago

Bell Bank rating

6.5

Company rating: 6.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

146th of 171 rated banks

Job description

A Personal Banking Officer provides basic support for personal banking services including account management, lending, and building a portfolio of banking clientele. This role involves managing customer relationships, offering tailored banking solutions, overseeing account management, and guiding customers through a comprehensive range of banking products to optimize their financial well-being.
Responsibilities
  • Account Management
    • Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner. Must maintain a high standard of professionalism in all interactions and responsibilities.
    • Handles escalated or complex customer issues, such as account discrepancies, credit concerns, or service complaints. They work to resolve these issues efficiently and maintain customer satisfaction.
    • Manages relationships by offering personalized banking solutions. They may proactively reach out to customers to deepen relationships and address unique needs.
    • Ensures compliance with policies and regulations for more complex transactions.
    • Helps identify potential risks/fraud.
    • Audits accounts for overdrafts, collections and technical exceptions for assigned customer accounts, and follow up with customers as appropriate.
  • Lending & Portfolio Management
    • Solicits, originates, underwrites, and closes consumer loans.
    • Conducts professional customer meetings with current and prospective customers to assess their financial needs and objectives.
    • Educate customers on loan features, interest rates, fees, repayment schedules, and potential penalties in a transparent manner.
    • Assesses applicant's financial stability, credit history, and repayment capacity to determine loan eligibility.
    • Recommends appropriate loan amounts, interest rates, and repayment schedules based on the borrower's needs and risk profile.
    • Analyzes financial statements, debt-to-income ratios, and collateral value to ensure responsible lending.
    • Finalizes loan agreements, ensure compliance with banking regulations, and facilitate timely fund disbursements.
    • Identify early signs of delinquency and assist borrowers with restructuring options when necessary.
    • Follows up on late payments and collaborate with collections teams to minimize financial losses.
    • Handles basic customer requests, such as low-value transactions, simple loan approvals, or resolving simple disputes.
    • Has basic knowledge of banking products, including loans, lines of credit, retirement accounts. They can recommend and customize solutions for customers based on financial goals.
    • Actively identifies cross-selling opportunities and works to grow the bank's portfolio by recommending financial products and services tailored to customer needs.
    • Meet individual goals and assist in meeting branch goals.

Bell Bank Culture, Policy and Accountability Standards
  • Know and live Bell Bank's values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.

Education, Experience, and Other Expectations
  • Bachelor's Degree in business administration, finance, a similar field, or equivalent experience.
  • 2-4 years of customer service and/or account management experience.
  • 2-4 years of experience in a banking, financial, or professional setting.
  • Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.
  • Must obtain and maintain an active NMLS registration.

Knowledge, Skills, and Abilities
  • Experience using Microsoft products: Outlook, Word, and Excel.
  • High attention to detail.
  • Strong communication skills.
  • Familiarity with savings, checking, and lending policies and guidelines, as well as specific loan programs, qualifications, and insurance.
  • Familiarity with banking laws, rules, and regulations, prescribed practices, and ethical standards that are applicable to their position.

What Bell Bank employees say

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