Finanzas > Personal Banker
Personal Banker
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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.
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.
Un Personal Banker debe ser capaz de cumplir con varias funciones y responsabilidades. Las siguientes son algunas funciones y responsabilidades que un Personal Banker debe ser capaz de ejecutar:
- 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
Un Personal Banker competitivo tendrá ciertas habilidades y calificaciones, incluyendo:
- 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
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