Personal banking officer vs senior personal banker

Differences between personal banking officer and senior personal banker 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.

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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