Personal banking officer vs finance service representative

Differences between personal banking officer and finance service representative duties and responsibilities

Personal banking officer example responsibilities.

• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Refer customers to bankers regarding any new accounts, investments, loans, reordering new checks and ATM cards.
• Cultivate relations with company business partners to identify and maximize cross-sell opportunities.
• Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with internal and external resources.
• Advise clients on financial products and services using knowledge of tax and investment strategies, securities, insurance and pension plans.
• Perform market analysis and research to identify target markets and partners.

Finance service representative example responsibilities.

• Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
• Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Maintain cleanliness and presentation of member service area and marketing information.
• Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
• Count upon for accuracy and math skills.
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