Personal Banker
Current• Identifying individual customer and complex entities including trust accounts, partnerships and not for profit organizations following the KYC/AML standards.• Reaching out to customers both in-branch and over the phone, connecting them to the right products while providing financial advice and seamless service.• Complying with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information.• Accessing company ownership report from Equifax, and validating company directors.• Conducting initial interviews with prospective home buyers to identify their lending needs. • Identifying refinance opportunities and sending referrals to Home Finance Managers and Mobile Lenders.• Setting up online banking and educating customers on mobile banking to access the bank 24/7.• Building rock-solid relationships with customers to understand their current needs and future plans.
