personal banking assistant

Frost

<div></div><div><p><b><i>It&rsquo;s about interactions more than transactions.
</i></b></p><p></p><p>Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?</p><p></p><p>
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.</p><p></p><p><b>
Who you are:
</b></p><p>As a <b>Personal Banker I</b>, <i>you</i> are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver <i>our </i>kind of banking experience&mdash;the kind that makes people <i>want </i>to stop by the bank and say hello.</p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li><p>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</p></li><li><p>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</p></li><li><p>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</p></li><li><p>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</p></li><li><p>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</p></li><li><p>
Manage risk while actively practicing loss prevention</p></li><li><p>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</p></li><li><p>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</p></li><li><p>
Provide advice and guidance and help people along their financial journey</p></li><li><p>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</p></li></ul><p></p><p><b>
What you&rsquo;ll need</b>:</p><ul><li><p>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</p></li><li><p>
Exceptional customer service skills</p></li><li><p>
Proficiency in Microsoft applications</p></li><li><p>
Excellent written and verbal communication skills</p></li></ul><p></p><p><b>
Additional Preferred Skills:</b></p><ul><li><p>
Cash-handling experience</p></li><li><p>
College hours</p></li><li><p>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</p></li></ul><p></p><p><b>
Frost Benefits:</b></p><p>
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:</p><ul><li><p>
Medical, dental, vision, long-term disability, and life insurance</p></li><li><p>
401(k) matching</p></li><li><p>
Generous holiday and paid time off schedule</p></li><li><p>
Tuition reimbursement</p></li><li><p>
Extensive health and wellness programs, including our Employee Assistance Program</p></li><li><p>
Referral bonus program + more!</p></li></ul><p></p><p>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.</p><p></p><p>
#LI-DW1</p></div>

PERSONAL BANKER I

UMB Financial Corporation

<div><p><b>Personal Bankers</b> at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.</p><p></p><p>
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.</p><p></p><p>
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.</p><p></p><div><b>
How you will spend your time:</b><br>
<ul><li>Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><p></p><div><b><br>
We&rsquo;re excited to talk to you if:</b><br>
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div><p></p><p><b><br>
Compensation Range:</b></p>
$29,530.00 - $56,950.00<p></p><p><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></p><p></p><p>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</p><p></p><p><b>
Are you ready to be part of something more?</b><br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</p><p></p><p><i>
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><i>talentacquisition@umb.com</i><i> to let us know the nature of your request.</i></p><p></p><p><i>
If you are a California resident, please visit our </i>Privacy Notice for California Job Candidates<i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></p></div>

Personal Banker I

Pocketbook Agency

<div>
 <p>
  We are seeking a highly organized, discreet, and proactive Personal Assistant to provide comprehensive personal and household support to a private principal based in Orange County. This role is designed to create structure, efficiency, and ease across the principal&rsquo;s personal schedule, travel, and lifestyle logistics. The ideal candidate thrives in a high-trust environment, operates with sound judgment, and takes pride in anticipating needs while ensuring day-to-day matters run smoothly and seamlessly. This position will work in close tandem with the House Manager, partnering to ensure alignment, continuity, and seamless execution across household and lifestyle operations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Success in this role means personal scheduling and logistics running smoothly and predictably, with all moving parts thoughtfully coordinated behind the scenes. Household operations remain organized, structured, and proactively managed, ensuring nothing falls through the cracks. Travel and key commitments are prepared well in advance, creating a sense of ease and readiness. The assistant consistently anticipates needs before they are requested, operating with foresight and sound judgment. Above all, the principal feels fully supported, confident, and unburdened by day-to-day logistics.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Manage, coordinate, and maintain the principal&rsquo;s personal calendar, appointments, and non-business obligations, including reminders, materials, attire for meetings and events
  </li>
  <li>
   Arrange personal and leisure travel, including flights, accommodations, transportation, and detailed itineraries
  </li>
  <li>
   Track deadlines, RSVPs, renewals, and follow-ups
  </li>
  <li>
   Oversee household organization and daily logistics including coordinating laundry, dry cleaning, wardrobe organization, and seasonal rotations
  </li>
  <li>
   Schedule and manage household services, including cleaners, maintenance providers, vendors, deliveries, and repairs
  </li>
  <li>
   Support home organization projects to maintain an efficient and polished living environment
  </li>
  <li>
   Assist with errands, personal shopping, returns, gifting, and special requests
  </li>
  <li>
   Build and maintain systems for household operations, personal documents, and routines
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Proven experience as a Personal Assistant, or similar support role, ideally for an executive or high-profile individual with a complex personal schedule
  </li>
  <li>
   Exceptional organizational, planning, and multitasking abilities
  </li>
  <li>
   Calm, solutions-driven presence with strong judgment, reliability, and discretion
  </li>
  <li>
   Comfort working closely with a principal in a high-trust, personal support capacity
  </li>
  <li>
   Tech-savvy with calendars, scheduling tools, travel platforms, and task management applications
  </li>
  <li>
   Highly proactive, detail-oriented, and anticipatory work style
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Schedule:
  </strong>
  Full-time with flexibility required
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Compensation:
  </strong>
  Up to $65+/hour, overtime, healthcare coverage, PTO
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Location:
  </strong>
  On site in Newport Beach, CA
 </p>
</div>


Personal Assistant for Private Entrepreneur

Farmers & Merchants Bank

<p>Farmers and Merchants Bank in De Leon is looking to add a Personal Banker to our current staff. A Personal Banker is a bank employee who helps customers of the bank with routine financial transactions and customer service. Personal Bankers will process transactions at the teller line and may help with the account opening process when needed. There could be secondary duties such as working on various projects for the Retail department.</p><p>Our ideal candidate will have computer knowledge, customer service experience, and banking experience. Farmers and Merchants Bank offers a competitive salary with excellent benefits and a positive working environment.</p><p>Job Details</p><ul><li>Job Type: Full Time</li><li>Shift and Schedule</li><li>Monday &ndash; Friday, Saturday rotation</li></ul><p>Essential Duties &amp; Responsibilities</p><p>Teller Operations</p><ul><li>Processing transactions accurately and efficiently in accordance with established policies and regulations. Transactions would include cashing checks, acceptance of deposits and loan payments, the process of withdrawals, redeeming bonds, and cash advances.</li><li>Reconciling cash drawers, and monitoring cash limits for respective drawers.</li><li>Responsible for obtaining proper customer identification</li><li>Manage risk in every transaction and detect fraudulent transactions to prevent losses.</li><li>Assist with replenishing and balancing ATMS, where applicable</li><li>Monitor cash limits for respective drawers.</li></ul><p>Deposit Operations</p><ul><li>Assist when needed in the account opening process</li><li>File Maintenance or scan on customer and deposit account information on core system</li><li>Review and mail periodic interest and bank notices to customers.</li><li>Assist customers with various customer service-related questions and issues</li><li>Assist with duties of all Retail Banking operation areas as needed, or by supervisor.</li></ul><p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</p><p>Job Type: Full-time</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Arbor Bank

<div><p><b>Job Title: Personal Banker</b></p>
<p><b>
Reports to:</b> Deposit Manager</p>
<p><b>
Classification: </b>Full Time, non-exempt</p>
<p><b>
Office Location: Nebraska City, NE (911 Central Ave., Nebraska City, NE 68410)</b></p>
<p><b>
Work Location:</b> In office daily</p>
<p><b>
Hours:</b> Monday thru Friday: 8:00 am to 5:00 pm. Saturday: 8:00 am to 12:00 pm<b> (as needed)</b></p>
<p><b>
Summary Description
</b></p><p>Personal Banker is responsible for providing services by developing, managing, and retaining relationships with deposit customers. This person, independently and/or collaboratively, works with bankers and office staff to actively fulfill the mission of Arbor Bank. This person visits with customers for the purpose of providing customer service, relationship building and cross-sell. This person will independently handle moderately complex to complex customer issues and problems.</p>
<p><b>
Personal Banker Responsibilities</b></p>
<ul>
<li>Provide New Account services for all deposit products and services included (but not limited to) checking accounts, savings accounts, certificates of deposit, health savings accounts, IRAs, safe deposit boxes.</li>
<li>Ensure that check orders are processed accurately and efficiently</li>
<li>Provide service to customers wishing to change their address, email, or phone number while following bank policies and security procedures</li>
<li>Provide customer service to Standard Online banking and Arbor Mobile customers by resetting passwords, increasing mobile deposit limits, and general login and usage questions.</li>
<li>Images documents to Director for digital storage</li>
<li>Prepare Stop Payments for customers</li>
<li>Provide enhanced customer service to Debit Card customers including issuing new cards, closing cards, and reordering cards, limit increases, travel exemptions, and activation assistance</li>
<li>Remain customer-focused, provide consistent and effective service with an emphasis on customer retention and expansion.</li>
<li>Know the features and benefits of bank products and services.</li>
<li>Develop new banking relationships with prospective clients and expand existing relationships with current customers through the sale and cross-sale of bank products and services.</li>
<li>Proactively work toward achievement of personal and branch sales and customer service goals.</li>
<li>Initiate outgoing Wires</li>
<li>Provide Notary services</li>
<li>Demonstrate commitment, dependability, and respect for other team members.</li>
<li>Regular and predictable attendance, punctuality, and adherence to agreed-upon schedule of availability.</li>
<li>Perform physical requirements as described in the Physical Requirements section</li>
</ul>
<p><b>Additional Deposit Services Detailed Responsibilities</b></p>
<ul>
<li>Provide backup coverage for Teller Transactions</li>
<li>Prepare cash orders or ship currency and coin, distribute vault cash to other tellers, and balance branch cash vault</li>
<li>Provide customer service by processing a variety of routine financial transactions including check cashing, withdrawals, deposits, loan payments, night, or mail deposits.</li>
<li>Records all transactions and prepares daily settlements of teller cash and proofs transactions.</li>
<li>Greets customers, delivers prompt and efficient service and provides information about bank products and services.</li>
<li>Answers incoming phone calls and ensures that the caller receives the service they need.</li>
<li>Follows all required security procedures and policies.</li>
<li>Respond promptly to customer issues, questions, and concerns.
</li><li>Project a professional image in dress, manner, communication, and focus.</li>
<li>Demonstrate commitment, dependability, and respect for other team members with regular and predictable attendance, punctuality, and adherence to agreed-upon schedule of availability.</li>
<li>Represent Arbor Bank by participating in community organizations and activities.
</li><li>Performs other duties as assigned.</li>
</ul>
<p><b>Skills and Experience</b></p>
<ul>
<li><b>Minimum of 1 Year Banking Experience</b></li>
<li>Minimum of 2 years demonstrated customer contact to include: customer service, bookkeeping, computer skills, problem solving.</li>
<li>Ability to define problems, collect data, establish facts, and draw valid conclusions.</li>
<li>Strong organizational skills.</li>
<li>Strong verbal and written communication skills required.</li>
<li>Ability and desire to work with team of employees across multiple locations.</li>
<li>High level of proficiency with organizing, facilitating, leading and negotiating with team of bank personnel to solve customer problems.</li>
</ul>
<p><b>Software Used</b></p>
<ul>
<li>Precision Graphical</li>
<li>Integrated Teller</li>
<li>Business Process Manager
</li><li>Navigator and Access Manager</li>
<li>Director</li>
<li>Client-Central</li>
<li>WireXchange</li>
<li>Salesforce</li>
</ul>
<p><b>Physical demands</b>:</p>
<ul>
<li>The physical demands of the job, including bending, sitting, lifting and driving.</li>
<li>Sedentary work that primarily involves sitting/standing.</li>
<li>Remaining in a stationary position, often standing or sitting for prolonged periods.</li>
<li>Occasionally lifting or carrying objects less than 15 lbs.</li>
<li>Communicating with others to exchange information.</li>
<li>Communicating by means of spoken word to impart oral information to convey detailed spoken instructions to other workers, clients, &amp; the public accurately, loudly and/or quickly.</li>
<li>Constant repeating motions that may include the wrists, hands and/or fingers.</li>
<li>Clear vision at approximately 20&rdquo; or less, including use of computers, mid-range and 20&rsquo; or more.</li>
<li>Ability to hear, understand, and distinguish speech in person, over the telephone, computer and/or remote speech.</li>
<li>Reaching or extending hand(s), arm(s) in any direction, straightening arm(s) and elbow(s) and engaging the shoulders(s).</li>
<li>Assessing the accuracy, neatness and thoroughness of the work assigned.</li>
</ul>
<p><b>Work environment</b>:</p>
<ul>
<li>No adverse environmental conditions expected.</li>
</ul>
<p><b>Position type and expected hours of work: </b>full-time, typical work hours 8-5 M-F and Saturdays as needed.</p>
<p><b>
Travel: </b>3% for training</p>
<p><b>
Affirmative action plan/equal employment opportunity (AAP/EEO) statement</b>: Arbor Bank maintains a policy of non-discrimination with employees and applicants for employment. No aspect of employment with us will be influenced in any manner by race, color, religion, sex, age, national origin, marital status, disability, or any other basis protected by applicable law. We also believe in the principles of the Americans with Disabilities Act (ADA). ADA prohibits employers from unlawfully discriminating against employees or job applicants with disabilities when making employment decisions. We will provide reasonable accommodation to otherwise qualified disabled employees or applicants. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at HR@arborbanking.com</p></div><p></p>

PERSONAL BANKER

Central National Bank

<div>Position Description:
<div>Cashiers, customer service reps, and customer service enthusiasts alike, we have a great opportunity for you! Central National Bank is adding a Personal Banker to our team. No banking experience required!</div><div></div><div><br>
</div><div>You read that right. Our team members have successfully transitioned from non-banking roles such as -
</div><ul><li>Cashiering and other retail roles.</li><li>
Teaching.</li><li>
CNAs.</li><li>
Administrative and office workers.</li><li>
And more!</li></ul><div>
They found success in this role and now it&rsquo;s your turn! With an attention to detail, knack for problem solving, and friendly customer service attitude, you may have the skills needed. We provide you with the training and tools for the rest.</div><div></div><div><br>
</div><div><b>Anticipated Schedule
</b></div><div>Schedule will fall between:
</div><div>Monday- Friday 9:00 AM &ndash; 6:00 PM
</div><div>Saturday 10:00 AM &ndash; 4:00 PM</div><div>
** Saturdays are on a rotating basis.<br>
</div><div></div><br>
<div><b>Perks
</b></div><div>As a part-time team member, you have access to a variety of benefits which include:
</div><ul><li>Sick Leave</li><li>
Paid Holidays</li><li>
Paid Volunteer Time</li><li>
Access to our employee assistance program</li><li>
401K &amp; Generous Match (subject to eligibility requirements)</li></ul><div><b>
Day-to-Day
</b></div><div>Now, let&rsquo;s talk about what you would be doing. As a Personal Banker, you will:
</div><ul><li>Build Relationships: Being the Bank&rsquo;s primary contact with customers, you consistently provide A+ customer service and get to know our customers while processing transactions, opening accounts, and answering questions.
</li><li>Seek Growth: With your eagerness to learn, you go through consumer loan training so you can help with the loan process and questions regarding it.
</li><li>Provide Support: You stay current on the bank&rsquo;s offerings to promote awareness of products and services. You provide support to current and potential customers regarding their financial needs. With the relationships built, you are confident making recommendations and referrals.
</li><li>Become Resourceful: Beyond training and guidance from your knowledgeable teammates, you also have access to many learning tools and resources to stay up to date on any operational, technical, and regulatory requirements.
</li><li>Troubleshoot Problems: When customer issues arise, you tackle them with professionalism. When you see a complex issue arising, you send it seamlessly onto management for resolution.
</li><li>Collaborate: You are a team player who works well with others inside and outside the bank.
</li></ul><div><b>Who We Are
</b></div><div><i>Lead. Empower. Build. Invest. Adapt.
</i></div><div>You may see our name and the &ldquo;Central National Bank, money for life&rdquo; jingle pops in your head. But beyond being successful in creating a catchy tune, we are a leading financial institution making an impact on 30+ locations throughout Kansas and Nebraska. We have done so by:
</div><ul><li>Continually <i>investing</i> our time and resources into the communities we live in and serve.
</li><li><i>Empowering</i> our team members to become<i> leaders</i> within.
</li><li>Continually <i>adapting</i> and being responsive to changes
</li><li><i>Building</i> on the relationships that we have grown throughout the years.</li></ul><div></div><div><br>
</div><div>Beyond providing superior customer service, we offer a diverse array of financial products and services to include trust &amp; wealth management, mortgages, lending, and so much more!<br>
</div><div></div><br>
<div><b>Next Steps
</b></div><div>Central has the perfect start for you! Head on over to centralnational.com/careers and complete a quick application. If your qualifications match up, a member of our team will be in touch with you to discuss the next steps.<br>
</div><div></div><br>
<div><b><i>Equal Opportunity Employer/Veterans/Disabled</i></b></div></div><div></div>

Personal Banker I (Part-Time)

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PERSONAL BANKER I

Personal Banker I

Personal Banker I

Personal Assistant for Private Entrepreneur

Personal Banker I

PERSONAL BANKER

Personal Banker I (Part-Time)