Banker job description
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What does a Banker do?
The Banker plays a crucial role in providing personalized financial advice and services to clients, fostering strong relationships, and promoting a range of banking products. This position is essential for achieving sales targets and enhancing customer satisfaction in financial services.
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What are the Key Responsibilities of Banker
- Establish and maintain client relationships through excellent customer service.
- Offer personalized financial advice tailored to client needs.
- Promote and sell banking products and services to meet sales targets.
- Handle day-to-day transactions efficiently and accurately.
- Conduct financial health checks and recommend appropriate solutions.
- Monitor client accounts and respond to inquiries in a timely manner.
- Ensure compliance with banking policies, regulations, and procedures.
What are the Skills and Requirements for a Banker?
- Strong understanding of financial products and services.
- Excellent interpersonal and communication skills.
- Ability to analyze and assess client financial needs.
- Customer-focused with a proactive sales approach.
- Competent in using banking software and systems.
What are the KPIs to track for Banker?
The Banker's performance is evaluated based on customer satisfaction scores, sales achievements, and the ability to maintain regulatory compliance and reduce risks.
Customer Satisfaction
Maintain high customer satisfaction ratings through quality service.
Sales Performance
Achievement or exceeding of sales targets for banking products.
Compliance and Risk Management
Adherence to regulatory standards and proactive risk management.
Reports to
Branch Manager
Collaborates with
Other Banking Staff, Financial Advisors
Leads
Not applicable
Are any specific tools or software required for the Banker role?
- Core Banking Software
- CRM Systems
- Microsoft Office Suite
What is the qualification of Banker?
Bachelor's degree in Finance, Business Administration, or a related field; Experience in customer service or a financial environment is preferred.
