Personal banking assistant vs senior personal banker

Differences between personal banking assistant and senior 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.

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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