How to hire a personal banking assistant

How to hire a personal banking assistant, step by step

Here's a step-by-step personal banking assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a personal banking assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new personal banking assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your personal banking assistant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a personal banking assistant for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A personal banking assistant's background is also an important factor in determining whether they'll be a good fit for the position. For example, personal banking assistants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of personal banking assistant salaries for various roles:

   Type of Personal Banking Assistant	Description	Hourly rate
   Personal Banking Assistant	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.	$12-23
   Banker	A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns... Show more	$9-46
   New Accounts Representative	New accounts representatives are banking professionals who are responsible for the explanation of the available accounts. The accounts representatives explain different options for new accounts and interconnected services... Show more	$13-22

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Quality Customer Service
   • Branch Management
   • Loan Payments
   • Bank Products
   • Loan Applications
   • Customer Relationships
   • Wire Transfers
   • ATM
   • Commercial Loans
   • Customer Transactions
   • Savings Accounts
   • Customer Accounts
   • Financial Products
   • Real Estate

   Check all skills

   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.
   • Direct, develop and coordinate origination, structuring and administration of all credit, capital markets and syndicate credit/agency activities.

3. Make a budget

   Including a salary range in your personal banking assistant job description is one of the best ways to attract top talent. A personal banking assistant can vary based on:

   • Location. For example, personal banking assistants' average salary in nebraska is 37% less than in hawaii.
   • Seniority. Entry-level personal banking assistants 45% less than senior-level personal banking assistants.
   • Certifications. A personal banking assistant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a personal banking assistant's salary.

   Average personal banking assistant salary

   $36,843yearly

   $17.71 hourly rate

   ---

   Entry-level personal banking assistant salary

   $27,000 yearly salary

   Updated December 16, 2025

4. Writing a personal banking assistant job description

   A good personal banking assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a personal banking assistant job description:

   Personal banking assistant job description example

   The Kalamazoo Humane Society provides food and other pet supplies to those individuals who need support for their pets. The Kalamazoo Humane Society provides over 24,000 pounds of pet food and litter each month, and at this time is looking to add a Food Bank Assistant. The *Food Bank Assistant* works under the immediate general supervision of the Food Bank Coordinator and is responsible for assisting the Food Bank Coordinator in the operation of the Food Bank.
   
   A qualified individual with a disability must be able to perform the essential functions of the position with or without reasonable accommodation.
   * Assist the Food Bank Coordinator in all operations of the Food Bank.
   * Ensures food bank and surrounding areas are all clean and well organized.
   * Ensures that all clients are properly registered and adhering to program guidelines.
   * Assist volunteers to ensure proper execution of tasks and customer service.
   * Comply with all other requests and tasks assigned by the Food Bank Coordinator.
   
   MINIMUM REQUIREMENTS
   
   * High School Diploma, GED, or equivalent education/experience.
   * Valid Driver's License with a record clear of accidents and driving infractions within the last 3 years.
   * Ability to provide excellent customer service, working cooperatively and patiently with animals and clients.
   * Excellent team player, with ability to lead by example and work cooperatively as part of the KHS team.
   * Willingness and aptitude to learn quickly, and to respond professionally to constructive criticism. Candidate must be highly motivated and take initiative as appropriate.
   * Ability to walk/stand for a minimum of 4 hours per day; lift minimum 60 pounds on own; and tolerate working indoors/outdoors as required.
   * Basic computer literacy and ability to learn new software efficiently.
   * No history of animal abuse or neglect or history of violence against other people.'
   
   Job Type: Full-time
   
   Pay: $13.00 - $15.00 per hour
   
   Benefits:
   * Employee discount
   * Paid time off
   * Professional development assistance
   Schedule:
   * 4 hour shift
   
   Ability to commute/relocate:
   * Kalamazoo, MI 49048: Reliably commute or planning to relocate before starting work (Required)
   
   Experience:
   * Customer service: 1 year (Preferred)
   
   Work Location: One location

   Copy this example

   

5. Post your job

   To find personal banking assistants for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any personal banking assistants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level personal banking assistants with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your personal banking assistant job on Zippia to find and recruit personal banking assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with personal banking assistant candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new personal banking assistant

   Once you've selected the best personal banking assistant candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new personal banking assistant. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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