Banker

원격

💰 재정

Bankers provide services to customers within a bank. Bankers are often the first points of interaction for a customer when they enter the bank. Therefore, they must be able to create a welcoming environment for new and existing customers. While the tasks of Bankers may vary depending on how different financial institutions are structured, their main role is working closely with clients in determining and fulfilling their banking needs. A Banker discusses the advantages and disadvantages of their institution’s products and services while presenting these to cater to their clients’ personal needs. In some cases, they may be in charge of all aspects of a client’s portfolio, including loans, investments, and insurance.

Banker은 무엇을 하나요?

Bankers, or Banking Advisors, are bank employees who interact with clients on a daily basis. They build long-term relationships with clients through their expert knowledge about the products and services their institution offers. Their main duties include assisting clients with services such as creating savings and chequing accounts, providing them with loans, and moving money.

책임

Banker은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Banker이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.

Knowledge of the products and services offered by the bank, including mortgages, loans, chequing and savings accounts, auto loans, money market accounts, Guaranteed Investment Certificates (GICs), Registered Education Savings Plan (RESP), and bonds
Collection and gathering of information from both new and existing clients
Identifying and talking to prospective customers about products and services that best suit their needs
Opening bank accounts for new and existing customers, manage transactions, and close accounts when necessary
Building relationships with current and prospective clients as a foundation to promote their institution’s products
Resolving clients’ issues and perform administrative tasks such as documenting their information, and other related duties

필수 기술

경쟁력 있는 Banker은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.

Thorough understanding of banking and financial solutions
Good interpersonal and excellent communication skills
Excellent numerical skills and working knowledge of banking software
Working knowledge of regulations and best practices regarding personal, commercial, or business banking
Excellent at spotting opportunities for a sales referral
Customer-focused approach to solving problems

유사한 제안

Banker과 관련된 직책을 모집하는 경우, 유사한 역할에 대한 직무 설명을 참조하세요:

Accounts Receivable Specialist