Senior teller vs senior personal banker

Differences between senior teller and senior personal banker duties and responsibilities

Senior teller example responsibilities.

• Achieve quarterly sale goals through upselling and referrals to financial specialist.
• Uncover additional cross-sell opportunities with current clients
• Handle additional teller responsibilities including ATM balancing and coin machine operations.
• Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
• Reconcile daily accounts to balance ATM transactions, including preparing and analyzing relevant reports.
• Analyze customer's needs, determine appropriate products and services and uncover additional cross-selling opportunities with existing and prospective clients.
Show more

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.
Show more