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.
O que um Personal Banker faz?
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.
Responsabilidades
Um Personal Banker deve ser capaz de cumprir vários deveres e responsabilidades. A seguir estão alguns deveres e responsabilidades que um Personal Banker deve ser capaz de executar:
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
Habilidades necessárias
Um Personal Banker competitivo terá certas habilidades e qualificações, incluindo:
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
Ofertas semelhantes
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