Personal Banking Officer
Current▪ Working knowledge of retail and commercial banking transactions and procedures.▪ Be accountable and delivered excellent customer service to customers and prospects▪ Engaged customers to complete needs assessments that identified financial solutions▪ Offered financial advice and guidance▪ Developed marketing strategies to increase sales and meet financial goals while managing workflow.▪ Support small business and customer transaction needs▪ Referred customers and prospects to the appropriate business segment and partners as appropriate▪ Access data integrity on financial statements before submitting adjudication.▪ Exercising due diligence when completing and recommending credit applications▪ Ensure data integrity, quality and productivity objectives are met.▪ Working knowledge of Microsoft Word, Ms Excel and Outlook