Personal banker vs senior personal banker

Differences between personal banker and senior personal banker duties and responsibilities

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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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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