Job Description /Finance/Personal Banker

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.

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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:

  • Assist customers with account opening and maintenance
  • Provide financial advice and recommend products that best suit customers' needs
  • Process transactions and handle cash effectively
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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

  • Assist customers with account opening and maintenance
  • Provide financial advice and recommend products that best suit customers' needs
  • Process transactions and handle cash effectively
  • Promote bank products and services to customers
  • Resolve customer inquiries and complaints in a timely manner
  • Meet sales targets and goals set by the company
  • Stay updated on industry trends and regulations
  • Maintain a clean and organized work environment
  • Collaborate with other team members to ensure excellent customer service
  • Adhere to bank policies and procedures

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Requirement

  • Bachelor's degree in Finance or related field
  • Minimum 2 years of experience in banking or customer service
  • Excellent communication and interpersonal skills
  • Strong knowledge of financial products and services
  • Ability to work in a fast-paced environment
  • Detail-oriented and organized
  • Sales and customer service experience
  • Proficient in Microsoft Office suite
  • Ability to work independently and as part of a team
  • Must be fluent in English and Bahasa Malaysia

Skills

  • Customer service
  • Sales
  • Financial analysis
  • Cash handling
  • Risk management
  • Communication
  • Problem-solving
  • Teamwork
  • Time management
  • Attention to detail

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