SO, Personal Banker
Core
Branch sales and portfolio growth for personal banking products, including retail banking, consumer lending, and auto finance.
Role type
Personal Banker (unlicensed sales staff)
Builds
Bank product portfolios and customer relationships
Domain
Banking / Financial Services
Deliverable
product features
Required skills
sales, customer relationship management, promotional activities, cross-selling, revenue maximization
Responsibilities
support promotional activities, enhance customer relationships, refer customers to other areas, maximize revenues, minimize operational losses, deepen existing relationships, minimize customer attrition