Personal Banker
Core
Proactively engage with customers in-person and over the phone to uncover financial needs, assist in achieving financial goals, and coach on digital banking offerings.
Role type
Personal Banker (Sales & Customer Service)
Builds
Retail banking products and services for individual customers
Domain
Banking and Finance
Deliverable
client delivery
Required skills
customer-facing sales, phone-based sales, relationship building, performance KPI achievement, numerical comfort, multi-system navigation
Responsibilities
Engage customers in-person and via phone to identify financial needs, refer customers to specialist teams (Home Loans, Business Banking), coach customers on digital banking, achieve sales and referral targets
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