Finance representative vs personal banker

Differences between finance representative and personal banker duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Personal banker example responsibilities.

• Manage customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Certify as a public notary and international wire transfers.
• Process consumer loan applications following approve guidelines, NMLS certify.
• Identify and maximize new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.
• Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives through proper customer profiling and needs-base selling.
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