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.
Was macht ein Personal Banker?
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.
Aufgaben
Ein Personal Banker sollte in der Lage sein, verschiedene Aufgaben und Verantwortlichkeiten zu erfüllen. Im Folgenden sind einige Aufgaben und Verantwortlichkeiten aufgeführt, die ein Personal Banker ausführen können sollte:
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
Benötigte Fähigkeiten
Ein wettbewerbsfähiger Personal Banker verfügt über bestimmte Fähigkeiten und Qualifikationen, darunter:
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
Ähnliche Angebote
Wenn Sie für Positionen im Zusammenhang mit Personal Banker rekrutieren, sehen Sie sich unsere Stellenbeschreibungen für ähnliche Rollen an:
