Personal bankers work closely with their customers to determine how the bank can best meet their needs. They seek to provide great customer service to retain current customers and to attract new ones. Personal bankers open and maintain accounts for customers, meeting with them to determine which product or range of products is best suited to them and ensuring that they understand all the conditions and features.
Personal Banker Tasks
Collects customer information for new loans and begins review process.
Sells financial products and services to potential and current customers.
Provides customer service, explaining bank services and assisting with new accounts, loans, bonds, and securities.
Enters new and updated customer account information into computer system.