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Personal Banker

3.00 to 5.00 Years   Ahmedabad   24 Apr, 2023
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 3.5 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxSales / BD
EmploymentTypeFull-time

Job Description

    Personal Banker Responsibilities:
    • Recommending and explaining banking services and products to clients based on their needs.
    • Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
    • Presenting and selling banking services and products to existing and prospective clients.
    • Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
    • Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
    • Processing applications for credit cards, safe deposit boxes, and loan requests.
    • Verifying bank account details upon client request.
    • Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
    • Resolving client queries and complaints.
    • Performing administrative duties, such as data entry, as needed.
    Requirements :
    • Working knowledge of the banking sales industry
    • Networking and negotiation skills
    • Verbal, written, and interpersonal communication skills
    • Ability to multi-task and work efficiently and effectively to meet required deadlines
    • Ability to work in a team environmentBachelors degree in finance, business, or equivalent training, education, and experience
    • 3+ years in financial services or retail/business banking
    • Prior supervisory or management experience preferred

Keyskills :
insurancebrokingmanagementbusiness developmentmarketingfinanceteam leadingcasa salesbanking sales

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