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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:
- Provide personalized financial advice to clients
- Assist clients in opening and managing accounts
- 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
- Provide personalized financial advice to clients
- Assist clients in opening and managing accounts
- Promote and sell financial products and services
- Process transactions and handle customer inquiries
- Assess clients' financial needs and recommend appropriate solutions
- Meet sales targets and goals
- Stay up-to-date on industry regulations and best practices
- Build and maintain strong relationships with clients
- Conduct financial assessments and risk analysis
- Collaborate with other team members to achieve company 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 sales and negotiation abilities
- Knowledge of financial products and services
- Ability to work in a fast-paced environment
- Detail-oriented and organized
- Proficiency in MS Office suite
- Ability to work well in a team
- Must be able to work on weekends and holidays
Skills
- Customer service
- Sales
- Financial analysis
- Risk management
- Communication
- Negotiation
- Problem-solving
- Attention to detail
- Teamwork
- MS Office proficiency