- Advise customers on bank services for their needs (e.g. loans and credit cards)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g. entering data into banking software)
Proven experience as a personal banker; experience in sales or customer service is a plusKnowledge of personal banking practices and regulationsFamiliarity with banking software; excellent use of MS OfficeAbility to work diligently to meet targetsExcellent communication and negotiation skillsCustomer-oriented approach to handling problemsBSc/BA in Finance, Accounting, or a similar field preferred