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.
Personal Banker は、さまざまな職務と責任を果たすことができなければなりません。以下は、Personal Banker が実行できるいくつかの職務と責任です:
- 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
競争力のある Personal Banker には、次のような特定のスキルと資格があります:
- 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
