Senior personal banker vs specialist-small business

Differences between senior personal banker and specialist-small business duties and responsibilities

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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Specialist-small business example responsibilities.

• Lead the consumer sales and all service functions within a banking center.
• Develop new business strategies, increase target market sales and manage it by using different prospecting, tracking and selling methods.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Respond, adhere and remain compliant with all consumer and business customer request.
• Automate risk management strategies and regulatory compliance requirements through the bank's loan origination system.
• Develop revenue enhancing opportunities target to consumers, marketing weight loss products and relate education to multiple healthcare providers.
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