Personal Banker
Core
Branch sales and portfolio growth for various bank products, focusing on unlicensed sales staff to maximize revenues and deepen customer relationships.
Role type
Personal Banker (unlicensed sales)
Builds
Bank product portfolios for retail consumers
Domain
Banking / Retail Finance
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, minimize operational losses, minimize customer attrition