Banker
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Job Summary
The Banker is responsible for developing and maintaining relationships with clients by providing financial advice and solutions tailored to their needs. This role involves managing customer accounts promoting bank products and services and ensuring customer satisfaction through professional and personalized service.
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Build and manage a portfolio of clients ensuring deep relationships and customer satisfaction.
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Advise clients on financial products including savings accounts loans investments and credit.
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Process customer transactions accurately and efficiently.
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Meet sales goals through cross-selling of bank services.
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Perform risk assessments and evaluate creditworthiness.
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Handle client queries and resolve issues in a timely manner.
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Stay updated on banking regulations policies and financial market trends.
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Ensure compliance with KYC AML and internal policies.
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Bachelors degree in Finance Business Administration or related field.
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Proven experience in banking or financial services.
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Strong interpersonal and communication skills.
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Ability to analyze financial data and provide sound advice.
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Knowledge of banking software and CRM tools.
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Relationship management
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Sales and negotiation
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Financial analysis
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Regulatory compliance
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Problem-solving
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
