Personal banking assistant vs personal assistant

Differences between personal banking assistant and personal assistant duties and responsibilities

Personal banking assistant example 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.

Personal assistant example responsibilities.

• Manage all errands including dry cleaning, pharmacy, and personal shopping for groceries, clothing, and gifts.
• Manage daily operations of the gallery including budgeting, small payroll and reconciling business accounts, eliminating off-site accounting fees.
• Maintain company books including A/R, A/P, bank statements and other reports.
• Handle payroll, phones, A/R, A/P, and general accounting procedures.
• Book appointments, confirm travel accommodations, complete payroll using QuickBooks, maintain business licenses and insurance
• Wash windows, walls, and woodwork.
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