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:

  • Provide personalized banking services to customers
  • Assist customers with account inquiries and transactions
  • Promote and cross-sell banking 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

  • Provide personalized banking services to customers
  • Assist customers with account inquiries and transactions
  • Promote and cross-sell banking products and services
  • Meet sales targets and KPIs
  • Handle customer complaints and inquiries
  • Maintain customer records and documentation
  • Conduct financial assessments and risk analysis
  • Adhere to banking regulations and compliance standards
  • Participate in training and development programs
  • Contribute to team meetings and projects

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Requirement

  • Bachelor's degree in Finance or related field
  • Minimum of 2 years experience in banking or customer service
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Knowledge of financial products and services
  • Excellent sales and negotiation skills
  • Detail-oriented and organized
  • Proficient in MS Office and banking software
  • Ability to work well in a team
  • Fluency in English and Bahasa Malaysia

Skills

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

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