Personal Banker

What they do

  • Advise customers on bank services for their needs (e.g. loans and credit cards).
  • Manage customer bank accounts; open, close and oversee transactions.
  • Resolve issues with banking services and accounts.
  • Refer clients to in-house financial experts, as needed.
  • Reach out to potential customers to generate new business.
  • Present financial products and services to existing and prospective customers.
  • Perform administrative duties (e.g. entering data into banking software).

Qualifications

  • Proven experience as a personal banker; experience in sales or customer service is a plus.
  • Knowledge of personal banking practices and regulations.
  • Familiarity with banking software; excellent use of MS Office.
  • Excellent communication and negotiation skills.
  • Customer-oriented approach to handling problems.
  • BS/BA in Finance, Accounting or similar field preferred.
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