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Personal Banker Job Description

We are seeking a bright and self-motivated Personal Banker to work in our bank branch. The personal banker is responsible for helping customers with a variety of banking services as well as the sale of bank products to prospective and existing clients. The ideal candidate for this position is highly knowledgeable about banking products and processes, motivated and goal-oriented, and has an outgoing, warm, and friendly personality.

Personal Banker Responsibilities

  • Advise customers on financial products and services that are best suited to their needs
  • Understand and be able to explain the products and services offered by the bank branch
  • Identify clients to reach out to and present our financial products and sell them on our financial services
  • Help clients with managing their bank accounts and finances
  • Resolve issues with banking services as they arise
  • Build relationships with clients to sell our products and services
  • Open bank accounts for clients; oversee transactions and close accounts when necessary
  • Greet customers as they come into the branch and direct them to the correct area of the bank to conduct their business
  • Perform administrative duties, like recording client information and documentation, entering data into proprietary software, and other similar tasks

Personal Banker Requirements

  • Bachelor’s degree in finance, accounting, or related field is preferred
  • Tenacious problem-solving skills with a customer-oriented approach
  • Self-motivated and determined in meeting targets
  • Strong interpersonal communication skills; ability to build rapport within the community
  • In-depth knowledge of banking regulations is a must

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