Personal Banker Duties & Responsibilities

The role and function of a Personal Banker includes the following duties and responsibilities:

  • Advise customers on bank services for their needs (e.g. loans and credit cards)
  • Manage customer bank accounts; open, close and oversee transactions
  • Resolve issues with banking services and accounts
  • Refer clients to in-house financial experts, as needed
  • Reach out to potential customers to generate new business
  • Present financial products and services to existing and prospective customers
  • Perform administrative duties (e.g. entering data into banking software)

Note that this is not an exhaustive list of Personal Banker duties and responsibilities. Job functions for specific Personal Banker roles may vary, depending on the industry and type of employer.

Related

Personal Banker Job description

Personal Banker Salary in Nigeria

Personal Banker Interview questions

Personal Banker Cover letter

Personal Banker CV

Personal Banker Jobs in Nigeria

Similar job descriptions

Portfolio Manager job description

Finance Officer job description

Collections Officer job description

Mortgage Underwriter job description

Risk Manager job description

Insurance Advisor job description

Financial Advisor job description

Economist job description

Pension Scheme Manager job description

Private Banker job description

Financial Analyst job description

Transfer Agent job description

Investment Consultant job description

Loan Officer job description

Debt Collector job description

Risk Analyst job description

Equity Trader job description

Credit Manager job description

Banker job description

Financial Consultant job description