Business banker vs senior personal banker

Differences between business banker and senior personal banker duties and responsibilities

Business banker example responsibilities.

• Facilitate the origination process; manage re-looks with corporate small business lending group.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
• Collaborate regularly with business partners to ensure optimal productivity and identify cross-selling opportunities for stock/mutual funds and life insurances.
• Develop business relationships and provide financial advisory skills for business owners seeking depository accounts, notary services and lines of credit.
• Analyze collateral, such as property, securities and business assets to ensure sufficient loan coverage.
Show more

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.
Show more