Commercial banker vs senior personal banker

Differences between commercial banker and senior personal banker duties and responsibilities

Commercial banker example responsibilities.

• Establish leads by building upon existing clientele and developing relationships with major centers of influence including CPA's and attorneys.
• Manage and develop commercial lenders and administrative assistants.
• Manage commercial customer portfolios by using profile analysis to identify cross-sell opportunities to sell other products and services.
• Manage origination initiatives associate with business accounts, treasury products, and loans while adhering to bank compliance procedures.
• Develop strategies for optimal cash flow optimization through complex treasury and cash management solutions couple with appropriate credit instruments.
• Train processors, establish compliance policy, establish and maintain business relationships with lenders and builders.
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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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