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Products
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 account opening and closing procedures
- Provide information on banking products and services
- Recommend financial solutions to meet clients' needs
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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 account opening and closing procedures
- Provide information on banking products and services
- Recommend financial solutions to meet clients' needs
- Process loan and mortgage applications
- Assist clients with online and mobile banking services
- Cross-sell banking products to clients
- Resolve client complaints or issues
- Meet sales targets and quotas
- Maintain accurate records of transactions
- Stay up-to-date on industry regulations and trends
Requirement
- Bachelor's degree in finance or related field
- Minimum of 2 years experience in banking or customer service
- Strong communication and interpersonal skills
- Knowledge of banking products and services
- Ability to work in a fast-paced environment
- Attention to detail
- Sales and customer service experience
- Ability to meet sales targets
- Proficiency in Microsoft Office
- Ability to work well in a team
Skills
- Customer service
- Sales
- Banking regulations
- Financial analysis
- Risk management
- Communication
- Problem-solving
- Attention to detail
- Teamwork
- Time management