Finance sales consultant vs senior personal banker

Differences between finance sales consultant and senior personal banker duties and responsibilities

Finance sales consultant example responsibilities.

• Process teller transactions, manage and service ATM, schedule and process cash shipments, and manage branch cash.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Introduce Swagelok quality system and implement CRM system for operation optimization and organizational growth.
• Perform monthly client-profitability analysis using branch profit and loss metrics in order to maximize current client profitability and cross-sell opportunities.
• Balance cash drawer, vault, and ATM with exactness, also adding cash and correcting any disputes.
• Supervise motivated and coach treasury management staff in all aspects of treasury management.

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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