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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:
- Assist clients with financial transactions and account management
- Provide personalized financial advice and solutions to clients
- Promote and sell financial 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
- Assist clients with financial transactions and account management
- Provide personalized financial advice and solutions to clients
- Promote and sell financial products and services
- Conduct financial assessments and risk analysis for clients
- Maintain accurate records of client interactions and transactions
- Stay up-to-date on industry trends and regulations
- Collaborate with team members to achieve department goals
- Resolve client inquiries and issues in a timely manner
- Conduct financial needs assessments and recommend appropriate products
- Adhere to company policies and procedures
Requirement
- Bachelor's degree in Finance or related field
- Minimum of 2 years experience in banking or customer service
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Knowledge of financial products and services
- Ability to work independently and as part of a team
- Detail-oriented and organized
- Customer-centric mindset
- Proficiency in Microsoft Office suite
- Ability to multitask and prioritize
Skills
- Customer service
- Financial analysis
- Sales
- Communication
- Problem-solving
- Attention to detail
- Teamwork
- Adaptability
- Time management
- Negotiation