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We are seeking a customer-focused and results-driven Personal Banker to join our team. As a Personal Banker, you will be responsible for developing relationships with clients, providing financial advice, and offering personalized banking solutions. Your goal is to help customers achieve their financial goals by understanding their needs and recommending appropriate products and services.
**Key Responsibilities:**
– Build and maintain strong relationships with clients by understanding their financial needs and goals.
– Provide personalized financial advice on banking products.
– Assist clients with account openings, transactions, and resolving any issues or inquiries.
– Promote and cross-sell banking products and services to meet the customer’s needs.
– Stay updated on financial products, market trends, and regulatory requirements.
– Ensure compliance with all banking policies, procedures, and regulations.
– Assist in identifying and mitigating potential risks related to banking transactions.
Qualifications:
– Associates degree in finance, business administration, or a related field preferred.
– Previous experience in banking, finance, or customer service is a plus.
– Excellent communication and interpersonal skills.
– Strong problem-solving skills and attention to detail.
– Ability to work independently as well as in a team-oriented environment.
– Proficient in various computer systems.
Benefits:
– Competitive salary.
– Health, dental, and vision insurance.
– Retirement savings plan with company match.
– Employee Stock Ownership Plan.
– Paid time off and holidays.
– Opportunities for career advancement and professional development.
– Competitive salary.
– Health, dental, and vision insurance.
– Retirement savings plan with company match.
– Employee Stock Ownership Plan.
– Paid time off and holidays.
– Opportunities for career advancement and professional development.
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