Bank teller vs personal banking representative

Differences between bank teller and personal banking representative duties and responsibilities

Bank teller example responsibilities.

• Obtain many skills including balancing drawer every day, balancing the coin machine, the coin vault, and ATM vaults.
• Front end assistant to manager, door greeter, phone greeter, ATM custodian, TCD custodian, open and close bank
• Receive TD acknowledgement of accomplishments, quarterly recognition and position increases.
• Provide guidance to customer's and non-customers using a consultative sales approach in uncovering additional needs for cross-sell opportunities.
• Analyze customer's needs, determine appropriate products and services and uncover additional cross-selling opportunities with existing and prospective clients.
• Notify members of financial opportunities base on banking history resulting in increase upselling
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Personal banking representative example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Open new bank accounts, order debit and ATM cards for new and existing customers.
• Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
• Maintain customer relationships while continually assessing cross-selling opportunities.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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