Banker vs personal banking representative

Differences between banker and personal banking representative duties and responsibilities

Banker example responsibilities.

• Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
• Earn numerous reward certificates for level of sales and customer service through QA.
• Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
• Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
• Pass series 6 , 63 and insurance exams as registered member of FINRA.
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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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