Job title: Personal Banker
| Department | [Department] |
|---|---|
| Location | [City, State / Remote] |
| Employment type | [Full-time / Part-time / Contract] |
| Reports to | [Manager's job title] |
Job summary
We're seeking a personal banker to help our customers manage their finances and bank accounts. You'll be in charge of cultivating long-term client connections and cross-selling our products and services.
Personal bankers should be good communicators with a thorough understanding of banking operations and products. Experience in sales and customer service can help you succeed in this position. The ideal candidate is fearless and ethical, with excellent problem-solving abilities.
Key responsibilities
- Provide customers with information about bank services that are appropriate for their needs (e.g. loans and credit cards)
- Manage customer bank accounts, including opening, closing, and monitoring transactions.
- Problems with financial services and accounts should be resolved.
- As needed, refer clients to in-house financial professionals.
- To generate new business, reach out to potential clients.
- Demonstrate financial products and services to current and potential clients.
- Carry out administrative tasks (e.g. entering data into banking software)
Skills required
- Personal banking practices and laws are well-versed.
- Ability to work tirelessly to fulfill targets; familiarity with banking software; great usage of MS Office
- Excellent bargaining and communication skills
- Problem-solving strategy centered on the customer
Qualifications and experience
- A bachelor's degree in finance, accounting, or a related subject is preferred.
- Experience as a personal banker; sales or customer service experience is a bonus.
What we offer
- [Salary range]
- [Health insurance and other benefits]
- [Paid leave and holidays]
- [Learning and growth opportunities]
About the company
[Two or three lines about your company: what you do, your mission and what it is like to work with you]
How to apply
Send your resume to [email address] or apply at [careers page link].
Replace the parts in [brackets] with your own details before posting.
