Experience: 0 - 4 years
Skills: banking operations, personal banker, Banking Domain, Banking, cross-selling, Client Relationship
Industry: Banking/Accounting/Financial Services
Functional Area: Finance & Accounts,Banking, Insurance & Financial Services
• Advise customers on bank services for their needs (e.g. loans and credit cards)
• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to in house financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g. entering data into banking software
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