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What is a personal banking assistant and how to become one

Updated January 8, 2025
3 min read
The average personal banking assistant salary is $36,843. The most common degree is a bachelor's degree degree with an business major. It usually takes 6-12 months of experience to become a personal banking assistant. Personal banking assistants with a International Accredited Business Accountant (IABA) certification earn more money. Between 2018 and 2028, the career is expected to grow -3% and produce -38,500 job opportunities across the U.S.
ScorePersonal Banking AssistantUS Average
Salary
2.9

Avg. Salary $36,843

Avg. Salary $59,228

Stability level
8.0

Growth rate -3%

Growth rate 0.3%

Diversity
6.8
Race

American Indian and Alaska Native 0.85%

Asian 9.34%

Black or African American 10.07%

Hispanic or Latino 21.47%

Unknown 2.90%

White 55.38%

Gender

female 73.29%

male 26.71%

Age - 39
Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39
Stress level
8.0

Stress level is high

7.1 - high

Complexity level
6.7

Complexity level is challenging

7 - challenging

Work life balance
8.9

Work life balance is excellent

6.4 - fair

Personal banking assistant career paths

Key steps to become a personal banking assistant

  1. Explore personal banking assistant education requirements

    Most common personal banking assistant degrees

    Bachelor's

    55.7 %

    Associate

    16.7 %

    High School Diploma

    14.9 %
  2. Start to develop specific personal banking assistant skills

    SkillsPercentages
    Quality Customer Service17.47%
    Branch Management10.35%
    Loan Payments6.50%
    Bank Products5.87%
    Loan Applications4.85%
  3. Complete relevant personal banking assistant training and internships

    Accountants spend an average of Less than 1 month on post-employment, on-the-job training. New personal banking assistants learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a personal banking assistant based on U.S. Bureau of Labor Statistics data and data from real personal banking assistant resumes.
  4. Research personal banking assistant duties and responsibilities

    • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
    • Maintain and collect fees for safe deposit boxes and perform daily transaction/currency functions for area ATM's.
    • Reconcile ATM and audit non-monetary documents.
    • Comply with federal and international compliance regulations and procedures, along with completion of NMLS origination licensing.
  5. Apply for personal banking assistant jobs

    Now it's time to start searching for a personal banking assistant job. Consider the tips below for a successful job search:

    1. Browse job boards for relevant postings
    2. Consult your professional network
    3. Reach out to companies you're interested in working for directly
    4. Watch out for job scams

How did you land your first personal banking assistant job

Christy SenarathnaChristy Senarathna LinkedIn profile

Personal Banking Assistant

I am originally from Sri Lanka. My banking career began with Kiwi Bank. It was really challenging for me to get a good job in New Zealand as an immigrant because I came from a non-English speaking country. I faced many difficult times. I applied for thousands and thousands of jobs, participated in many phone interviews, online assessments, and other evaluations. It wasn’t easy for me to be successful, (my best friend knows how much I cried) but I didn’t give up because I always wanted to succeed. I believed I could do better than just taking odd jobs. In my first few years in New Zealand, I applied for various jobs without success. Then, I saw an opportunity at Kiwi Bank for a casual position. I applied and was selected. I didn’t care whether the work was on weekends or not; all I wanted was a good job. By this time my youngest daughter was just one and half years old. At that time, NZ Post was part of Kiwi Bank, and I was hired as part of NZ Post as solution assistant. I joined in November 2019. When COVID-19 hit in 2020, NZ Post underwent restructuring, and all employees had to leave or apply for positions at Kiwi Bank, as NZ Post separated from Kiwi Bank a few months after I joined. I applied for a banking job. To be honest, one of my colleagues told me, “Imagine you are a nurse and applying for a doctor’s position .” This is how he described my situation when I applied for a banking assistant position. ( this is a real thing happened) as I had no banking experience and only a few months as a solutions assistant at NZ Post. But I got the job. I worked at Kiwi Bank for nearly four years, worked very hard, and learned almost everything in branch operations. My ultimate goal was to be a banking specialist. During my time at Kiwi Bank, I couldn’t get the opportunity to become a banking specialist, so I started applying for such positions and eventually got a job at Westpac. I feel blessed and honored to work at Westpac, where my experience has been valued. The culture is very supportive, and my manager genuinely helps with my career growth. In my story, I want to emphasize the importance of believing in yourself and never giving up.

Average personal banking assistant salary

The average personal banking assistant salary in the United States is $36,843 per year or $18 per hour. Personal banking assistant salaries range between $27,000 and $49,000 per year.

Average personal banking assistant salary
$36,843 Yearly
$17.71 hourly

What am I worth?

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How do personal banking assistants rate their job?

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Personal banking assistant reviews

profile
A zippia user wrote a review on Dec 2023
Cons

Constant stress and fear when dealing with big transactions. Customers always complaining and getting paid by the hour


profile
A zippia user wrote a review on Dec 2019
Pros

Serving people to meet their financial needs and planning Fininancial analysis of their funds with best utility Feeling motivated while meeting people from different demographic backgrounds

Cons

Don't like people with bad credit history


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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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