Job Description
Personal Banker

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Personal Banker
Responsibilities include:

As a Personal Banker, your responsibility includes assist customers in managing their bank accounts and finances, also build long-term relationship with clients. More about this role:

✓ 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
✓ Advise customers on bank services for their needs (e.g. loans and credit cards)


✓ BSc/BA in Finance, Accounting or similar field preferred
✓ Proven experience as a personal banker; experience in sales or customer service is a plus
✓ Knowledge of personal banking practices and regulations
✓ Familiarity with banking software; excellent use of MS Office
✓ Ability to work diligently to meet targets
✓ Excellent communication and negotiation skills
✓ Customer-oriented approach to handling problems

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