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 and exceed sales targets
  • Build and maintain strong customer relationships
  • Conduct financial assessments and offer solutions to meet customer needs
  • Adhere to banking regulations and compliance standards
  • Assist with account openings and closings
  • Handle customer complaints and provide resolutions
  • Stay updated on industry trends and developments

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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 attention to detail
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office Suite
  • Knowledge of banking products and services
  • Ability to meet sales targets
  • Proven track record of building customer relationships
  • Must be fluent in English and Malay

Skills

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

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