Personal Banker
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About The Position
Personal bankers are responsible for providing exceptional customer service while assisting customers through the account opening process. They assist customers in selecting various accounts and banking services that fit their financial needs, establish banking relationships, and maintain thorough knowledge of all bank products and services. Personal bankers open, maintain, and close customer accounts, provide additional products, actively look for sales opportunities, and make referrals to other areas within the bank. They also assist with consumer loan applications, safety deposit boxes, wire requests, transaction disputes, and maintain confidentiality with customer information. The role requires teamwork and compliance with company policies and regulations.
