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Resources
Products
AI JOB AD
Create compelling job ads in seconds with AI-powered assistance.
AI JOB FOLDER
Automate your candidate screening and folder management.
CAREER PAGE
Build your personalized career page with strong company branding to attract candidates and manage your job vacancy.
AJOBTHING REVIEW
Explore what employers love about AJobThing recruitment platform for fast & successful hiring
AJOBTHING CARE
Get dedicated after-sales support, hiring guidance, and personalized assistance to ensure your recruitment success.
PARTNERSHIP
Collaborate with us to achieve mutual success and reach a wider audience.
Personal Banker Job Description
As a Personal Banker, you will provide tailored banking solutions to individual clients, helping them to make informed financial decisions. Your role will be pivotal in building trust and lasting relationships with customers.
Utilize this Personal Banker job description to find customer-oriented candidates eager to enhance your banking services. Adjust the details to fit your specific organizational needs.
Personal Banker Responsibilities Include:
- Provide personalized banking services to customers
- Assist customers with account openings, loans, and other financial transactions
- Promote and sell banking products and services
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Job Brief
We are looking for a knowledgeable Personal Banker to join our team. In this role, you will assist customers with account management, loans, and personalized financial services that align with their individual needs.
Strong communication and relationship-building skills are essential as you work to understand clients’ aspirations and provide suitable solutions. Your ability to explain complex financial products in simple terms will greatly enhance customer satisfaction.
If you’re interested in helping clients achieve their financial goals and thrive in a people-oriented environment, we would love to hear from you.
Responsibilities
- Provide personalized banking services to customers
- Assist customers with account openings, loans, and other financial transactions
- Promote and sell banking products and services
- Build and maintain strong relationships with customers
- Meet sales targets and goals
- Assist customers with financial planning and investment advice
- Handle customer inquiries and resolve issues in a timely manner
- Adhere to all banking regulations and compliance standards
- Conduct financial assessments and risk analysis for customers
- Stay up-to-date on industry trends and developments
Requirement
- Bachelor's degree in Finance or related field
- Minimum of 2 years experience in banking or financial services
- Excellent communication and interpersonal skills
- Strong sales and customer service skills
- Ability to work in a fast-paced environment
- Knowledge of banking products and services
- Attention to detail
- Ability to meet sales targets
- Proficiency in Microsoft Office suite
- Certification in financial planning or related field preferred
Skills
- Sales skills
- Customer service skills
- Financial analysis
- Risk management
- Relationship building
- Time management
- Problem-solving
- Decision-making
- Computer literacy
- Attention to detail