
Experienced Personal Banker Required
6 days ago
We are seeking an experienced Personal Banker Classic to join our team. This is a challenging role that requires a strong understanding of banking and wealth management principles.
The successful candidate will be responsible for managing a portfolio of customers, identifying opportunities to increase revenue and improve customer relationships.
Key responsibilities include:
- Maintaining daily sales reports
- Calling on customers to promote new products and services
- Ensuring quality new acquisitions and cross-selling sticky products
- Deepening relationships through regular customer contact and needs assessments
- Monitoring large amount movements and account closures to prevent attrition
The ideal candidate will have:
- A minimum of 3 years' experience in banking and wealth management
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
In return, we offer:
- A competitive salary and benefits package
- Opportunities for career growth and development
- A dynamic and supportive work environment
We are committed to diversity and inclusion and welcome applications from all qualified candidates.
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