Telephone banker vs personal banking representative

Differences between telephone banker and personal banking representative duties and responsibilities

Telephone banker example responsibilities.

• Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
• Handle incoming calls there are related to ATM cards such as closing and re-issuing.
• Assist customer in opening new accounts, reactivating accounts and locating all bank branches and ATM on phone.
• Identify opportunities for cross-selling of value-ad bank products and services while consistently exceeding quarterly referral and selling goals.
• Provide notary service upon request.

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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