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.
A Personal Banker 應該能夠履行各種職責和責任。以下是 Personal Banker 應該能夠執行的一些職責和責任：
- 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
有競爭力的Personal Banker將擁有一定的技能和資格，包括：
- 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
