Retail banker vs personal banking representative

Differences between retail banker and personal banking representative duties and responsibilities

Retail banker example responsibilities.

• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Train to sell and open new accounts with monthly goals as well as cross-sell banking products.
• Develop and implement a variety of sales and marketing strategies including utilizing cross-selling skills.
• Utilize profile analysis tools with current clients to better identify cross-selling opportunities and referrals with segment partners.
• Develop and maintain relationships with partners to maximize sales opportunities while using profiling analysis tools to identify expand opportunities.
• Assist in running daily balance reports (teller cash balancing, debit card, vault, ATM, etc . )
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Personal banking representative example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Open new bank accounts, order debit and ATM cards for new and existing customers.
• Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
• Maintain customer relationships while continually assessing cross-selling opportunities.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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