Personal Banker Job Description
Job Title: Personal Banker
At [YOUR COMPANY NAME], we are looking for a detail-oriented, client-centric Personal Banker. You will be expected to draw upon your exceptional customer service and sales skills to build beneficial relationships with our clientele and provide them with comprehensive financial solutions.
Job Summary:
A Personal Banker serves as a trusted financial advisor, responsible for providing customers with a full range of banking services tailored to their individual needs.
Responsibilities and Duties:
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Establish and nurture productive relationships with customers and clients.
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Assist customers with opening new accounts, safeguarding their investments, and planning for their short or long-term financial goals.
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Capably assess customer needs and recommend suitable banking products and services.
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Ensure all compliance and security measures are adhered to while handling customer transactions.
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Address customer inquiries promptly and professionally.
Qualifications:
Candidates should have a Bachelor's degree, preferably in Finance, Business Administration, or a related field. At least two years of experience in a banking or financial services environment is preferred.
Skills and Competencies:
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Excellent interpersonal and communication skills.
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Strong selling and customer service abilities.
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Proficiency in handling complex financial transactions and planning.
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Detail-oriented with good problem-solving abilities.
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Able and willing to continually update knowledge on banking products and regulations.
Salary and Benefits:
[YOUR COMPANY NAME] provides a competitive salary package, commensurate with your qualifications and experience. We also offer a comprehensive benefits package that includes health insurance, retirement plans, and paid time off.
Contact Details:
Interested parties are invited to send their resume to: [YOUR COMPANY EMAIL]. For inquiries about the Personal Banker position, please call [YOUR COMPANY NUMBER].
