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.