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The Personal Banker serves as the primary point of contact for customers, offering personalized banking solutions to meet their financial needs. This role is key in building customer relationships and driving bank profitability through exceptional service and tailored advice.
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- Provide comprehensive financial solutions to customers.
- Develop and maintain long-term customer relationships.
- Open and manage customer accounts, ensuring compliance with banking policies.
- Promote bank products and services to meet customer needs.
- Resolve customer inquiries and issues promptly and professionally.
- Conduct financial needs assessments to recommend appropriate products.
- Achieve individual sales goals and contribute to branch targets.
- Assist customers with loan applications and credit assessments.
- Stay informed about banking industry trends and regulations.
- Strong communication and interpersonal skills.
- Knowledge of banking products and services.
- Ability to analyze financial data effectively.
- Customer service orientation.
- Sales and marketing skills.
- Problem-solving abilities.
- Attention to detail.
The Personal Banker is evaluated based on customer satisfaction scores, achievement of sales targets, and the ability to effectively manage and grow customer relationships.
Customer Satisfaction
Achieve high customer satisfaction and retention rates.
Sales Performance
Meet or exceed individual sales and referral targets.
Account Growth
Increase in number and value of accounts managed.
Reports to
Branch Manager
Collaborates with
Service Team, Financial Advisors
Leads
None
- Customer Relationship Management (CRM) systems
- Microsoft Office Suite
- Bank proprietary software
Bachelor's degree in Finance, Business Administration, or a related field preferred; 2-3 years of banking experience desired.
