Personal Bankers work at bank offices to complete high-level tasks related to bank accounts. They talk to people who want to open an account, take out a loan, start a new card or update personal details and permissions on their bank account. Personal Bankers are also responsible for helping current banking clients answer questions about their finances, investigating potential cases of fraud and convincing clients to sign up for additional banking services. They record interactions with clients and use financial management systems to make corrections to account balances, enter data and initiate applications for loans and lines of credit.
একজন Personal Banker কী করে?
A Personal Banker, or Relationship Banker, is a finance professional responsible for helping fulfill the banking needs of their clients and connect them with account services. Their duties include advertising financial services to clients, opening new accounts based on the client’s financial activities and correcting problems with account transactions.
দায়িত্ব
A Personal Banker বিভিন্ন দায়িত্ব ও দায়িত্ব পালন করতে সক্ষম হওয়া উচিত। নিম্নলিখিত কিছু কর্তব্য এবং দায়িত্বগুলি একজন Personal Bankerকে সম্পাদন করতে সক্ষম হওয়া উচিত:
Help customers open up checking and savings accounts
Assist clients in opening lines of credit
Maintain customer accounts and help resolve disputes
Refer customers to loan officers or other financial specialists
Complete basic data-entry and administrative duties
Use banking software to help clients make financial decisions
প্রয়োজনীয় দক্ষতা
একজন প্রতিযোগিতামূলক Personal Banker এর কিছু দক্ষতা এবং যোগ্যতা থাকবে, যার মধ্যে রয়েছে:
Excellent attention to detail
Verbal and written communication
Good mathematical and analysis skills
Thorough knowledge of banking and financial services
Great customer service skills
Ability to find upselling opportunities
অনুরূপ অফার
আপনি যদি একটি Personal Banker-এর সাথে সম্পর্কিত পদের জন্য নিয়োগ করেন, অনুরূপ ভূমিকার জন্য আমাদের কাজের বিবরণ দেখুন:
