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Products
INSTANT JOB AD
Hire INSTANTLY with AI and get highly relevant candidates in 72 hours
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
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 financial advice to clients
- Assist customers with account opening and closing procedures
- Process loan applications and credit card requests
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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 financial advice to clients
- Assist customers with account opening and closing procedures
- Process loan applications and credit card requests
- Promote and sell banking products and services
- Handle customer inquiries and resolve issues in a timely manner
- Conduct financial assessments and recommend suitable products
- Maintain accurate customer records and documentation
- Collaborate with team members to achieve sales targets
- Stay updated on market trends and industry developments
- Adhere to regulatory guidelines and compliance standards
Requirement
- Bachelor's degree in Finance or related field
- Minimum of 2 years of experience in banking or financial services
- Strong communication and interpersonal skills
- Ability to work well under pressure
- Excellent analytical and problem-solving skills
- Knowledge of banking regulations and compliance
- Sales and customer service experience
- Ability to multitask and prioritize tasks effectively
- Proficiency in MS Office applications
- Professional certification (e.g. CFP, CFA) is a plus
Skills
- Customer service
- Sales
- Financial analysis
- Risk management
- Communication
- Problem-solving
- Attention to detail
- Teamwork
- Time management
- Adaptability