A banking assistant typically has a wide range of responsibilities, which can include:
Processing loan applications and documentation in accordance with bank policy, including reviewing applications for completeness, contacting applicants to gather missing information, and preparing loan closing documents.
Preparing financial statements and reports such as account reconciliations, cash flow analyses, and income statements.
Answering customer questions about all aspects of banking products, services, and options.
Processing incoming deposits from customers by updating records in the accounting system and verifying amounts with customers.
Processing outgoing payments from customers accounts by updating records in the accounting system and issuing checks or initiating wire transfers, as applicable.
Provide administrative support for managers and directors, including managing calendars, arranging meetings, and arranging travel arrangements.
Register new clients for online banking services, help existing clients manage their accounts online, and troubleshoot problems with electronic banking systems.
Provide basic advice and information on banking products and services, including commercial loans, mortgages, checking accounts, savings accounts, certificates of deposit (CDs), mutual funds, stocks and bonds, money market accounts, and credit cards.