Personal Banker
CurrentRecommending and explaining banking services and products to clients based on their needs.Managing client bank accounts, including opening and closing accounts, and overseeing transactions.Presenting and selling banking services and products to existing and prospective clients.Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.Processing applications for credit cards, safe deposit boxes, and loan requests.Verifying bank account details upon client request.Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.Resolving client queries and complaints.Performing administrative duties, such as data entry, as needed.
