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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:
- Assist clients with opening new accounts and managing existing accounts
- Provide personalized financial advice and guidance to clients
- Process financial transactions accurately and efficiently
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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 opening new accounts and managing existing accounts
- Provide personalized financial advice and guidance to clients
- Process financial transactions accurately and efficiently
- Promote and cross-sell banking products and services
- Identify opportunities to improve client financial well-being
- Handle client inquiries and resolve issues in a timely manner
- Stay updated on industry trends and regulations
- Adhere to compliance and security protocols
- Meet sales targets and performance goals
- Collaborate with team members to achieve department objectives
Requirement
- Bachelor's degree in Finance or related field
- Minimum of 2 years experience in banking or financial services
- Excellent communication and customer service skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Detail-oriented and organized
- Knowledge of banking products and services
- Proficiency in Microsoft Office suite
- Ability to multitask and prioritize
- Professional appearance and demeanor
Skills
- Customer Relationship Management
- Financial Analysis
- Sales and Marketing
- Risk Management
- Credit Assessment
- Regulatory Compliance
- Data Entry and Processing
- Problem-solving
- Teamwork and Collaboration
- Time Management