Personal Banker

Job description

Main Responsibility:

Assist the branch in achieving sales goals by providing exceptional customer care and building strong relationships with new and existing clients.

Job Responsibilities:

• Identify and pursue sales opportunities through referrals, networks, and corporate relationships

• Deliver excellent customer service, handling calls and emails promptly

• Address customer queries and complaints, directing them to relevant departments when needed

• Cross-sell products and services to existing clients through ongoing communication

• Maintain a welcoming, professional atmosphere in the branch

• Support business development by promoting and attending events

• Process new account applications, including NRI and postal service requests

• Handle AML Risk Matrix, postal register, and clerical duties as needed

• Operate cash register and process remittances, ensuring compliance with policies

• Maintain AML format for large cash transactions

• Provide cover for other roles as required by the Area Branch Manager

Competencies:

• Strong networking, sales, and interpersonal skills

• Excellent communication (oral and written)

• Retail sales experience

• Ability to build rapport and understand customer needs

• Skilled at presenting product features and benefits