Bank specialist vs senior personal banker

Differences between bank specialist and senior personal banker duties and responsibilities

Bank specialist example responsibilities.

• Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
• Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
• Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
• Work with clients to resolve operational cash management issues in relation to select treasury management products.
• Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
• Initiate, review, and prepare all consumer and small business loan requests from origination to closing.
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Senior personal banker example responsibilities.

• Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
• Process treasury, tax and loan payments.supply tellers with coin and currency as needed.
• Perform all teller transactions from deposit and withdrawals, money orders and certify checks and balance ATM.
• Perform operational duties such as balancing bank vault, reloading of ATM, and supervision of teller line.
• Conduct wire transfers, stop payments, issue bank checks, transfer funds between accounts, and public notary services.
• Maximize cross-sell opportunities through customer profiling to identify opportunities.
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