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 Banker은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Personal Banker이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.
- 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
경쟁력 있는 Personal Banker은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.
- 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
