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Private Banker Assistant Jobs in Rochester, NY (NOW HIRING)

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Private Banker Assistant information

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

What does a private banker assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

How does a private banker assistant support client relationship management?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

What skills and qualifications are needed to be a private banker assistant?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.
What are popular job titles related to Private Banker Assistant jobs in Rochester, NY? For Private Banker Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Private Banker Assistant jobs in Rochester, NY look for? The top searched job categories for Private Banker Assistant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Private Banker Assistant jobs? Cities near Rochester, NY with the most Private Banker Assistant job openings:

ASST STORE MGR in ROCHESTER, NY S10927

Dollar General

Rochester, NY • On-site

Full-time

Medical, Retirement, PTO

Re-posted 26 days ago


Dollar General rating

4.0

Company rating: 4.0 out of 10

Based on 4,586 frontline employees who took The Breakroom Quiz

39th of 39 rated national retailers


Job description

Work Where You Matter
At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General.How would you like to Serve? Join the Dollar General Journey and see how your career can thrive.
Company Overview

Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day.® by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Learn more about Dollar General at www.dollargeneral.com/about-us.html.


Job Details

GENERAL SUMMARY: 

The Assistant Store Manager helps maintain a clean, well-organized store with a customer-first focus. At the direction and delegation of the Store Manager, the Assistant Store Manager assists with supervision of store employees, management and presentation of merchandise, completion of paperwork, and preparation of deposits.  The Assistant Store Manager also performs stocking and cashiering functions, and performs other duties as necessary to maximize profitability and customer satisfaction while protecting company assets and reducing losses.

DUTIES and ESSENTIAL JOB FUNCTIONS: 

  • Provide superior customer service leadership; greet and assist customers, and operate cash register and scanner to itemize the customer’s purchase.
  • Open and close the store a minimum of two days per week.
  • Assist Store Manager with scheduling employees, providing adequate training for employees, conducting safety meetings, and ensuring employee compliance with company policies and procedures.
  • Follow company work processes to manage merchandise, including receiving, unpacking, stocking, restocking and rotating merchandise on shelves and building merchandise displays.
  • Assist in maintaining accurate inventory levels by controlling damages, markdowns, scanning, paperwork, and facility controls.
  • Assist in implementation and maintenance of planograms; ensure merchandise is presented according to established practices and Store Manager direction.
  • Assist in ensuring financial integrity of the store through strict cashier accountability, key control, adherences to company security practices and cash control procedures; authorize and sign for refunds and overrides, count register tills, and deposit money in bank.
  • Assist with management of the store in the Store Manager’s absence.

Qualifications

KNOWLEDGE and SKILLS:

  • Effective interpersonal, written and oral communication skills.
  • Ability to solve problems and deal with a variety of situations.
  • Good organization skills with attention to detail.
  • Ability to read and interpret documents such as diagrams, safety rules, operating and maintenance instructions, and procedures manuals.
  • Ability to perform mathematical calculations such as addition, subtraction, multiplication, division, and percentages.
  • Ability to perform cash register functions and generate reports.
  • Knowledge of cash, facility, and safety control policies and practices.
  • Knowledge of cash handling procedures including cashier accountability and deposit control.
  • Ability to drive own vehicle to the bank to deposit money.

WORK EXPERIENCE and/or EDUCATION:

  • High school diploma or equivalent strongly preferred.
  • One year of experience in a retail environment and six months supervisory experience preferred.

WORKING CONDITIONS:

  • Frequent walking and standing
  • Frequent bending, stooping, and kneeling to run check out station, stock merchandise and unload trucks; which may also require the ability to push and/or pull rolltainers for stocking merchandise
  • Frequent handling of merchandise and equipment such as handheld scanners, pricing guns, box cutters, merchandise containers, two-wheel dollies, U-boats (six-wheel carts), and rolltainers
  • Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds
  • Occasional climbing (using step ladder) up to heights of six feet
  • Fast-paced environment; moderate noise level
  • Occasional exposure to outside weather conditions
  • Occasional or regular driving/providing own transportation to make bank deposits, attend management meetings and travel to other Dollar General stores.

Dollar General is pleased to offer a wide range of benefit programs designed to care for the physical, mental and financial well-being of our employees and their families. Available benefit programs include health insurance coverage options, a variety of supplemental programs, 401(k) Savings Plan, paid sick leave (where required by law), vacation, paid maternity and parental leave, and many more. Eligibility and waiting period requirements may apply. See careers.dollargeneral.com/benefits for additional details.  

Dollar General Corporation is an equal opportunity employer.

Note: Applications will remain open until a candidate is selected and has accepted.


_
New Hire Starting Pay Range: 17.10 - 17.60Qualifications:

KNOWLEDGE and SKILLS:

  • Effective interpersonal, written and oral communication skills.
  • Ability to solve problems and deal with a variety of situations.
  • Good organization skills with attention to detail.
  • Ability to read and interpret documents such as diagrams, safety rules, operating and maintenance instructions, and procedures manuals.
  • Ability to perform mathematical calculations such as addition, subtraction, multiplication, division, and percentages.
  • Ability to perform cash register functions and generate reports.
  • Knowledge of cash, facility, and safety control policies and practices.
  • Knowledge of cash handling procedures including cashier accountability and deposit control.
  • Ability to drive own vehicle to the bank to deposit money.

WORK EXPERIENCE and/or EDUCATION:

  • High school diploma or equivalent strongly preferred.
  • One year of experience in a retail environment and six months supervisory experience preferred.

WORKING CONDITIONS:

  • Frequent walking and standing
  • Frequent bending, stooping, and kneeling to run check out station, stock merchandise and unload trucks; which may also require the ability to push and/or pull rolltainers for stocking merchandise
  • Frequent handling of merchandise and equipment such as handheld scanners, pricing guns, box cutters, merchandise containers, two-wheel dollies, U-boats (six-wheel carts), and rolltainers
  • Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds
  • Occasional climbing (using step ladder) up to heights of six feet
  • Fast-paced environment; moderate noise level
  • Occasional exposure to outside weather conditions
  • Occasional or regular driving/providing own transportation to make bank deposits, attend management meetings and travel to other Dollar General stores.

Dollar General is pleased to offer a wide range of benefit programs designed to care for the physical, mental and financial well-being of our employees and their families. Available benefit programs include health insurance coverage options, a variety of supplemental programs, 401(k) Savings Plan, paid sick leave (where required by law), vacation, paid maternity and parental leave, and many more. Eligibility and waiting period requirements may apply. See careers.dollargeneral.com/benefits for additional details.  

Dollar General Corporation is an equal opportunity employer.

Note: Applications will remain open until a candidate is selected and has accepted.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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About Dollar General

Sourced by ZipRecruiter

What started as a single store is now a 20+ billion dollar Fortune 119 company. With 140,000+ employees and counting, we’re growing fast and so can you. There are endless opportunities for you, including award-winning training programs and career paths in retail, distribution, transportation or corporate. The possibilities are endless!

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Goodlettsville, TN, US