Finance

We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services.Personal bankers should be excellent communicators with solid knowledge of banking processes and products. Sales and customer service experience can help you succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.ResponsibilitiesAdvise customers on bank services for their needs (e.g. loans and credit cards)Manage customer bank accounts; open, close and oversee transactionsResolve issues with banking services and accountsRefer clients to inhouse financial experts, as neededReach out to potential customers to generate new businessPresent financial products and services to existing and prospective customersPerform administrative duties (e.g. entering data into banking software)Requirements and skillsProven 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 similar field preferred.Responsibilities[Be specific when describing each of the responsibilities. Use gender-neutral, inclusive language.]Example: Determine and develop user requirements for systems in production, to ensure maximum usabilityQualifications[Some qualifications you may want to include are Skills, Education, Experience, or Certifications.]Example: Excellent verbal and written communication skills