Personal Banker
Core
Support customers in branch, conversational banking, or over the telephone to meet financial and service needs.
Role type
Personal Banker (Customer Support)
Builds
Customer service interactions and digital banking adoption
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer support, data entry, digital banking guidance, regulatory compliance, risk awareness
Responsibilities
Review and verify customer information in company systems, guide customers to use digital banking tools, ensure fair outcomes for vulnerable customers, adhere to risk and regulatory processes
Seniority
Individual Contributor
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