Banker vs senior personal banker

Differences between banker and senior personal banker 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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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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