Personal Banker
Core
Deliver exceptional service to members by managing accounts, providing financial advice, and selling banking products to meet individual needs.
Role type
Personal Banker
Builds
Member accounts, lending solutions, and financial product offerings
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, sales, financial product knowledge, relationship building, problem solving
Preferred skills
Banking or financial services experience
Responsibilities
Manage customer bank accounts including opening and closing; Provide advice on unsecured and secured lending products; Collaborate with specialists to deliver best solutions; Achieve individual performance targets; Assist members in identifying financial goals and needs.