Job Summary
The Personal Banker II plays a vital role in delivering financial services, which include initiating and overseeing client accounts, as well as addressing customer inquiries. This position involves working alongside management to provide training to lobby associates and fostering the promotion of banking products to achieve sales objectives.
Responsibilities
- Open and maintain client accounts while ensuring customer satisfaction.
- Handle client inquiries and provide timely resolutions.
- Collaborate with management to facilitate training for lobby associates.
- Actively promote and market bank products to achieve sales targets.
Qualifications
- A high school diploma or its equivalent is necessary.
- A minimum of 3 years of experience in managing new accounts is required.
- Strong knowledge of financial products, legal regulations, and banking software systems is essential.
