Personal banking assistant vs personal banker

Differences between personal banking assistant and personal banker duties and responsibilities

Personal banking assistant example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Maintain and collect fees for safe deposit boxes and perform daily transaction/currency functions for area ATM's.
• Reconcile ATM and audit non-monetary documents.
• Comply with federal and international compliance regulations and procedures, along with completion of NMLS origination licensing.
• Direct, develop and coordinate origination, structuring and administration of all credit, capital markets and syndicate credit/agency activities.

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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