Personal Banker - Roswell

Location

Roswell, GA | United States

Job description

Key Responsibilities:

1. Customer Relationship Management:

   • Establish and maintain strong relationships with customers by understanding their financial needs and goals.
   • Act as the primary point of contact for clients, addressing inquiries, and providing personalized assistance.

2. Financial Advisory:

   • Assess customers' financial situations and offer appropriate advice on banking products, investment options, and financial planning.
   • Provide information on loans, mortgages, savings accounts, and other financial products, tailoring recommendations to meet individual customer needs.

3. Account Management:

   • Assist customers in opening and closing accounts, managing transactions, and resolving any account-related issues.
   • Monitor account activity to identify opportunities for cross-selling and upselling banking products.

4. Sales and Promotion:

   • Actively promote and sell banking products, including credit cards, loans, and investment services.
   • Meet sales targets and contribute to the overall growth of the branch by identifying opportunities for revenue generation.

5. Documentation and Compliance:

   • Ensure all customer account documentation is accurate and up-to-date.
   • Adhere to regulatory requirements and banking policies to maintain compliance.

6. Customer Education:

   • Educate customers on various banking services, online banking platforms, and financial management tools.
   • Conduct workshops or seminars to enhance financial literacy among clients.

7. Problem Resolution:

   • Address customer complaints and resolve issues promptly, ensuring a high level of customer satisfaction.
   • Collaborate with other departments to resolve complex problems and ensure seamless service delivery.

8. Team Collaboration:

   • Collaborate with colleagues to achieve branch and organizational goals.
   • Share market insights and customer feedback to contribute to product and service improvements.

Qualifications and Requirements:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Previous experience in banking or customer service is preferred.
• Strong interpersonal and communication skills.
• Knowledge of banking products, financial regulations, and market trends.
• Sales and target-driven mindset.
• Ability to work in a fast-paced environment.

Job tags

Salary