Relationship banker vs senior personal banker

Differences between relationship banker and senior personal banker duties and responsibilities

Relationship banker example responsibilities.

• Attain NMLS number and Texas notary.
• Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
• Manage a comprehensive portfolio of diversify securities and real estate holdings.
• Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
• Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
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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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