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Become A Personal Banking Assistant

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Working As A Personal Banking Assistant

  • Interacting With Computers
  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Performing for or Working Directly with the Public
  • Identifying Objects, Actions, and Events
  • Deal with People

  • Unpleasant/Angry People

  • Repetitive

  • $117,968

    Average Salary

What Does A Personal Banking Assistant Do

Tellers are responsible for accurately processing routine transactions at a bank. These transactions include cashing checks, depositing money, and collecting loan payments.

Duties

Tellers typically do the following:

  • Count the cash in their drawer at the start of their shift
  • Accept checks, cash, and other forms of payment from customers
  • Answer questions from customers about their accounts
  • Prepare specialized types of funds, such as traveler’s checks, savings bonds, and money orders
  • Exchange dollars for foreign currency
  • Order bank cards and checks for customers
  • Record all transactions electronically throughout their shift
  • Count the cash in their drawer at the end of their shift and make sure the amounts balance

Tellers are responsible for the safe and accurate handling of the money they process. When cashing a check, they must verify the customer’s identity and make sure that the account has enough money to cover the transaction. When counting cash, tellers must be careful not to make errors. If a customer is interested in financial products or services, such as certificates of deposits (CDs) and loans, tellers explain the products and services offered by the bank and refer the customer to the appropriate personnel.

In most banks, tellers record account changes using computers that give them easy access to the customer’s financial information. Tellers also can use this information when recommending a new product or service.

Head tellers manage teller operations. Besides doing the same tasks as those done by other tellers, they perform some managerial duties, such as setting work schedules or helping less experienced tellers. Because of their experience, head tellers may deal with difficult customer problems, such as errors in customer accounts. Head tellers also go to the vault (where larger amounts of money are kept) and ensure that other tellers have enough cash to cover their shift.

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How To Become A Personal Banking Assistant

Most tellers have a high school diploma and receive about 1 month of on-the-job training. Some banks do background checks before hiring a new teller.

Education

Tellers usually need a high school diploma or equivalent. Some tellers may take some college courses, but a degree is rarely required for a job applicant to be hired. 

Training

New tellers usually receive brief on-the-job training, typically lasting about 1 month. Normally, a head teller or another experienced teller trains them. During this training, tellers learn how to balance cash drawers and verify signatures. They also learn the computer software that their bank uses and the financial products and services the bank offers.

Advancement

Experienced tellers can advance within their bank. They can become head tellers or move to other supervisory positions. Some tellers can advance to other occupations, such as loan officer. They can also move to sales positions.

Important Qualities

Customer-service skills. Tellers spend their day interacting with bank customers. They must be friendly, helpful, and patient. They must be able to understand customer needs and explain service options to their customers.

Detail oriented. Tellers must be sure not to make errors when dealing with customers’ money. 

Math skills. Because they count and handle large amounts of money, tellers must be good at arithmetic.

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Personal Banking Assistant Typical Career Paths

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Personal Banking Assistant Demographics

Gender

Female

72.9%

Male

21.8%

Unknown

5.3%
Ethnicity

White

59.1%

Hispanic or Latino

16.4%

Asian

10.6%

Black or African American

9.9%

Unknown

4.0%
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Foreign Languages Spoken

Spanish

42.9%

Mandarin

14.3%

Cantonese

14.3%

Japanese

14.3%

French

14.3%
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Personal Banking Assistant Education

Schools

Miami Dade College

6.5%

Texas Tech University

6.5%

University of Colorado at Boulder

6.5%

Georgia Perimeter College

6.5%

Strayer University

6.5%

Iowa State University

6.5%

Tarleton State University

6.5%

Fordham University

6.5%

Missouri State University

6.5%

James Madison University

6.5%

Metropolitan State University of Denver

6.5%

University of Northern Colorado

3.2%

Pontotoc Technology Center

3.2%

Marshall University

3.2%

Ashford University

3.2%

University of Alabama

3.2%

University of San Francisco

3.2%

Community College of Vermont

3.2%

Saint Mary's University

3.2%

Arizona State University

3.2%
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Majors

Business

25.8%

Accounting

15.1%

Finance

12.9%

Education

6.5%

Psychology

5.4%

Human Resources Management

5.4%

Marketing

4.3%

General Education, Specific Areas

3.2%

Sociology

2.2%

Writing

2.2%

Legal Research And Advanced Professional Studies

2.2%

Computer Science

2.2%

General Studies

2.2%

Project Management

2.2%

Nursing

2.2%

Communication

2.2%

School Counseling

1.1%

Physiology And Anatomy

1.1%

Medical Technician

1.1%

Business/Commerce

1.1%
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Degrees

Bachelors

38.3%

Other

30.8%

Masters

14.2%

Associate

10.0%

Certificate

3.3%

Diploma

1.7%

License

0.8%

Doctorate

0.8%
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How Would You Rate The Salary Of a Personal Banking Assistant?

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Top Skills for A Personal Banking Assistant

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  1. Customer Service
  2. Loan Applications
  3. New Accounts
You can check out examples of real life uses of top skills on resumes here:
  • Mentored several new associates to develop customer service skills that would be utilized within financial organization.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Reviewed for compliance of existing accounts and initial analysis for new accounts, line of credits, secure and unsecured loans.
  • Maintained accounts receivable current and made bank deposits as needed.
  • Debited, credited, and totaled accounts on computer spreadsheets and databases Maintained regular contact with clients.

How Would You Rate Working As a Personal Banking Assistant?

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Top Personal Banking Assistant Employers

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Jobs From Top Personal Banking Assistant Employers

Personal Banking Assistant Videos

A day in the life of a personal banker

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