personal banking assistant

Emirates Islamic

Job DescriptionJob Responsibility The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenueIdentify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.Identify new to bank personal banking customers and refer leads to other segments in the BanCustomer contact is virtually continuous and hence competencies and skills required for dealing with customers are criticalEnsure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendmentEnsure proper documentation, correctness &amp; completeness of all applications/formAccept, Evaluate &amp; send for processing all after sales transaction (AST)To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.Education &amp; SkillsProven experience as a personal banker; experience in sales or customer service is aplus Knowledge of personal banking practices and regulationsFamiliarity with banking software; excellent use of MS OfficeAbility to work diligently to meet targetsExcellent communication and negotiation skillsCustomer-oriented approach to handling problemsBSc/BA in Finance, Accounting or similar field preferredWhat We Offer YouCompetitive salary packageMarket-leading incentives (Only for incentives basedroles)Strong emphasis on work/life balanceGenerous annual leave entitlement and Private HealthcareWorld-class Learning &amp; Development platform and career developmentPreferential banking facilities for employees

Personal Banking Advisor- United Arab Emirates

Sturgis Bank & Trust Company

<div><div><b>Summary</b>:</div><div>
The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank&rsquo;s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.</div><div></div><div><b><br>
Key Responsibilities:</b><br>
<b> </b><i>Client Service:</i></div><ul><li>
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.</li><li>
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.</li><li>
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.</li><li>
Educates and demonstrates existing, new, or enhanced products to improve a client&rsquo;s banking experience.</li><li>
Understands and implements security protocols to protect the client, staff, and institution.</li></ul><div><i>
Transactional Activity:</i></div><ul><li>
Process clients&rsquo; deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier&rsquo;s checks, and wire transfers.</li><li>
Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required.</li><li>
Mitigates fraud through utilization of knowledge of the client and the client&rsquo;s typical transactional activity. Additionally following Security policies and procedures.</li><li>
Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.</li><li>
Balances each day&rsquo;s transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages.</li><li>
Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.</li></ul><div><i>
Miscellaneous Responsibilities</i>:</div><ul><li>
Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.</li><li>
May be requested to assist at other branches due to business need.</li><li>
Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.</li><li>
Other tasks as assigned.</li></ul><div></div><div><b><br>
Supervisory Responsibilities -</b></div><div>
None</div><div></div><div><b><br>
Qualifications</b></div><br>
<div></div><ul><li>
Ability to work with public. Prior Client Service experience preferred.</li></ul><br>
<div></div><ul><li>
Cash handling experience preferred.</li></ul><br>
<div></div><ul><li>
Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.</li></ul><br>
<div></div><ul><li>
Must have the ability to perform basic math skills and to calculate simple to complex transactions.</li></ul><br>
<div></div><ul><li>
Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner.</li></ul><br>
<div></div><ul><li>
Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc.</li></ul><div></div><div><b><br>
Education and/or Experience</b></div><div>
High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.</div><div></div><div><b><br>
Certificates, Licenses, Registrations</b></div><div>
Not applicable.</div><div></div><div><b><br>
Work Environment:</b></div><div>
Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.</div></div><p></p>

Personal Banker I

Columbia Bank

<div><div><b>About Us:</b></div><div><b>
</b></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div><b>
</b></div><div><b>
About the Role:</b></div><div><b>
</b></div><div>
The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.</div><div>
</div><ul><li>
Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
</li><li>Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
</li><li>Makes recommendations and follows through on commitments to clients.
</li><li>Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Opens Consumer and Business accounts for existing and new clients.
</li><li>Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
</li><li>Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
</li><li>Stays current on products and procedures.
</li><li>Resolves client issues and requests, exhibiting strong follow through.
</li><li>Building familiarity with business, consumer, and trust entities.
</li><li>Other responsibilities as assigned.</li></ul><div>
</div><div><b>
About You:</b></div><div><b>
</b></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of Client Service Specialist (Teller) or other banking experience preferred.
</li><li>Basic knowledge of consumer banking and business products and services offered.
</li><li>Ability and desire to actively develop consumer lending skills.
</li><li>Ability to follow Standard Operating Procedures.</li><li>
Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
</li><li>Ability to complete multiple and varying client requests in a timely manner.
</li><li>Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
</li><li>Familiar with state laws and regulations related to products and services.</li><li>
Requires reading, writing and basic math skills.</li><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.
</li><li>Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
</li></ul><div>
</div><div><b>Be a part of a bank that invests in you!</b></div><div>
</div><ul><li>
Competitive Incentive Plan: Earn rewards that match your efforts.</li><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><br>
</div><div><b>
Job Location(s):</b> Ability to work fully onsite at posted location.</div><div><b>
</b></div><div>
3700 Lone Tree Way Antioch, California 94509</div><div></div><div><b>
Our Benefits:</b></div><div><b>
</b></div><div>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 to $26.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div>
</div><div>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
</div><div>
</div><div><b>Our Commitment to Diversity:</b></div><div><b>
</b></div><div>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div>
</div><div><b>
To Staffing and Recruiting Agencies:
</b></div><div><b>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div>

Personal Banker II

First Bank

<p></p><div><div><b>SUMMARY:</b></div><div>
The position of Personal Banker I is responsible for ensuring the customer&rsquo;s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer&rsquo;s immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. <b>This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.</b></div><div></div><div><b><br>
ESSENTIAL FUNCTIONS:</b></div><ul><li>
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.</li><li>
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).</li><li>
Opens all types of personal and business accounts and prepare related documentation (25%).</li><li>
Inputs and closes personal loan applications including DDA lines of credit and credit card applications.</li><li>
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:<ul><li>
Deposit accounts</li><li>
Debit and Credit cards</li><li>
Safe deposit boxes</li><li>
Official checks</li><li>
Any other bank product or service</li></ul></li><li>
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.</li><li>
Be familiar with all security procedures of Branch, including opening &amp; closing, personnel safety, and Bank procedures.</li><li>
Interfaces with customers via telephone or in person.</li><li>
Must be able to support multiple branch locations as needed.</li><li>
Exhibits effective communication</li></ul><div>
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.</div><ul><li>
Achieves activity and growth goals as well as customer satisfaction objectives.</li><li>
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.</li><li>
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.</li><li>
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.</li><li>
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.</li><li>
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.</li><li>
Inputs and follows through with loan applications following operational and regulatory requirements.</li><li>
100% adherence to branch&rsquo;s internal policies and procedures to ensure 100% pass rates of internal audits.</li><li>
Completes annual compliance courses.</li><li>
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.</li><li>
Adheres to all levels of our Service Excellence standards.</li><li>
Performs other duties as required.</li></ul><div><b>
GENERAL QUALIFICATIONS</b><b>:</b></div><div><b>
Knowledge &amp; Experience</b>: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.</div><br>
<div></div><ul><li>
High school diploma or general education degree (GED); or the equivalent combination of education and experience.</li><li>
Work related experience could consist of reception or secretarial duties in a business environment.</li><li>
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.</li><li>
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.</li><li>
Excellent organizational and time management skills &ndash; ability to work with minimal supervision.</li><li>
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.</li><li>
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.</li></ul><div></div><div><b><br>
Physical Demands/Work Environment: </b>Vision, hearing, speech, dexterity, visual concentration. A valid driver&rsquo;s license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.</div><div></div><div><b><br>
Cognitive Requirements:</b> Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations&rsquo; environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations&rsquo; situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.</div><div></div><div><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div></div><p></p>

RolusTech

<p><b>Job Description:</b></p><p>We are looking for a dynamic individual to work as an Office/Personal Assistant.</p><p>This role requires organizational skills and the ability to manage a variety of personal</p><p>and administrative tasks related to business and personal affairs. The ideal candidate</p><p>should be proactive, trustworthy, and capable of handling confidential matters</p><p>efficiently.</p><p>Roles and Responsibilities:</p><p>&#61623; Task Prioritization &amp; Confidentiality &ndash; Ensure all tasks are handled with</p><p>discretion, confidentiality, and professionalism.</p><p>&#61623; Visa Applications &amp; Documentation Management &ndash; process visa</p><p>applications, renewals, and other immigration-related matters.</p><p>&#61623; Banking related matters &ndash; Handle banking tasks, payments, account</p><p>management, and liaise with banks for any required transactions.</p><p>&#61623; Real Estate Management &ndash; Assist in real estate transactions, property</p><p>documentation, lease agreements, and liaising with real estate agencies.</p><p>&#61623; Chamber of Commerce &amp; Government Relations &ndash; Manage tasks related to</p><p>chamber of Commerce and other government institutes.</p><p>&#61623; General Personal Assistance &ndash; Provide support in managing personal</p><p>appointments, travel arrangements, and other miscellaneous tasks.</p><p>&#61623; Record Keeping &amp; Documentation &ndash; Maintain organized records of</p><p>important personal and legal documents.</p><p>&#61623; Monthly Office Supplies Purchase.</p><p>Requirements:</p><p>&#61623; Bachelor's degree in Business Administration, Finance, or a related field</p><p>(preferred but not mandatory).</p><p>&#61623; 5+ years in a similar role handling executive personal tasks, banking, real</p><p>estate, and visa processing.</p><p>&#61623; Strong communication, problem-solving, and interpersonal skills.</p><p>&#61623; Proficiency in MS Office, online banking systems, and government portals.</p><p>&#61623; Trustworthy, proactive, and highly organized individual with the ability to</p><p>handle confidentiality.</p><p><b>Qualification &amp;</b></p><p><b>Experience</b></p><p><b>Education:</b> Bachelor's degree in Business Administration, Finance, or a related field<br/><b>Experience</b>: 3-5years</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Office Assistant (PA to CEO)

PARPIA GOLD AND JEWELS LLC

<p>We are seeking a highly organized and detail-oriented Personal Assistant cum Digital Marketing Coordinator to provide administrative support to our Managing Director. The ideal candidate will have a strong background in banking and finance, along with excellent social media management skills and ability to handle administrative tasks with utmost professionalism.</p>

Marketing Coordinator

Trustco Bank

<div><div><div><div><b>Assistant Branch Manager</b><br>
<b>Reports to:</b> Branch Manager<br>
<b>Salary:</b> NE16<br>
<b>FLSA Status:</b> Non-Exempt | <b>Supervisory Role:</b> Yes</div><p><b>
Why Join Us?</b></p><p>
At Trustco Bank, we&rsquo;re committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member&rsquo;s contribution and offer a supportive, collaborative work environment. In this role, you&rsquo;ll have the opportunity to lead a talented team, make a positive impact in our community, and be rewarded for your success.</p><p>
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!</p><p>
Ready to lead with confidence and make a meaningful impact? Apply now and become part of our dedicated banking family!</p><p><b>
About the Assistant Branch Manager Role</b></p><div><b><i>
Join Our Dynamic Banking Team and Lead with Excellence!</i></b></div><div></div><div><br>
Are you a motivated leader with a passion for delivering exceptional customer service and driving branch success? We are seeking a highly skilled and dedicated Assistant Branch Manager to support our Branch Manager in orchestrating the seamless operation of our branch, fostering a trusted environment, and elevating the customer experience. This pivotal role offers the chance to influence our community&rsquo;s financial well-being and grow professionally within a reputable institution.</div><div></div><div><br>
As the Assistant Branch Manager, you will be the vital right hand to our Branch Manager, overseeing daily operations, supervising staff, and ensuring our branch functions with efficiency, security, and warmth. Your expertise in residential mortgages, IRA services, and personal banking products will empower you to deliver tailored solutions that meet our clients&rsquo; needs.</div><p><b>
Key Responsibilities</b></p><ul><li>
Operational Leadership: Stepping into the Branch Manager&rsquo;s shoes during their absence, managing staff, and maintaining smooth day-to-day operations.</li><li>
Team Supervision: Overseeing Head Teller and Teller teams, fostering a culture of excellence and accountability.</li><li>
Branch Branding &amp; Growth: Building a strong branch identity, promoting sales initiatives, and championing exceptional customer service.</li><li>
Customer Engagement: Personally, connecting with clients and prospects, resolving issues efficiently, and ensuring satisfaction aligns with our high standards.</li><li>
Compliance &amp; Accuracy: Reviewing and approving transactions such as large check cashing, bank checks, and ledger entries, while maintaining strict adherence to policies.</li><li>
Performance &amp; Standards: Striving to meet and exceed branch performance metrics, focusing on operational controls, security, and regulatory compliance.</li><li>
Professional Development: Continually enhancing your banking acumen and sales techniques through training, workshops, and ongoing education.</li></ul><p><i>
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.</i></p><p><b>
Qualifications</b></p><p><b>
Required</b></p><ul><li>
High School Diploma or equivalent</li><li>
Proven supervisory and leadership experience</li><li>
Strong customer service background</li><li>
Cash handling expertise</li><li>
Excellent verbal communication skills</li></ul><ul><li>
Fluent in English; bilingual a plus</li><li>
Access to reliable transportation</li><li>
Well-organized and adept at managing multiple priorities</li><li>
Team-oriented with the ability to thrive in collaborative environments</li><li>
Ability to lift 10&ndash;20 lbs., stand for extended periods.</li></ul><p><b>
Preferred</b></p><ul><li>
Bachelor&rsquo;s degree.</li><li>
Previous banking or financial services experience</li><li>
Familiarity with residential mortgages, IRA services, and personal banking products</li></ul><p><b>
Schedule</b></p><p>
Full-time position with hours aligned to branch operations:</p><ul><li><b>
Mon&ndash;Thu:</b> 8:30 AM &ndash; 5:00 PM</li><li><b>
Fri:</b> 8:30 AM &ndash; 6:00 PM</li><li><b>
Sat:</b> 8:30 AM &ndash; 12:00 PM (rotating schedule)</li><li><b>
Sun:</b> Closed</li></ul><p>
Employees may need to remain 15&ndash;30 minutes after closing. Occasional evening and weekend work may be required. Occasional travel for training, meetings, or branch support.</p><p></p><p><b><br>
Equal Employment Opportunity Statement:</b></p><p><br>
 Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:</p><ul><li>Hiring, placement, upgrading, transfer, demotion or promotion</li><li>Recruitment, advertising or solicitation for employment</li><li>Treatment during employment</li><li>Rates of pay or other forms of compensation</li><li>Selection for training, including apprenticeship</li><li>Layoff or termination</li></ul><div></div><div><br>
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.</div></div></div></div><p></p>

Assistant Branch Manager I - Vero Beach, FL

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Personal Banking Advisor- United Arab Emirates

Personal Banker I

Personal Banker II

Personal Banker I

Office Assistant (PA to CEO)

Marketing Coordinator

Assistant Branch Manager I - Vero Beach, FL