HR Recruiter at Tekpillar Services Private Limited
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Officer - CASA Sales - Bank (3-4 yrs)
Essential Duties and Responsibilities of a Personal Banker
- Recognizes and discovers financial needs of customers at all levels and works to find the best solutions for each.
- Develops and maintains positive long term relationships with customers.
- Listens to and resolves customer complaints. If needed, escalates to branch manager or corporate supervisors.
- Processes deposits, withdrawals, and cash flow at a teller window as needed.
- Sells appropriate banking services and products, including convenience services, certificates of deposit, bonds, investment services, and asset or portfolio management.
- Identifies investment needs of customers and provides guidance for reaching investment goals.
- Allocates assets for maximum investment potential and reports on gains and losses to customers and management.
- Analyzes customer information to identify opportunities for growth and expansion of services.
- Follows legal and regulatory requirements in all actions as established by the bank as well as state insurance providers, securities regulators, FINRA, SEC, and other applicable government and nongovernmental agencies.
- Performs clerical duties including accounting and data gathering for governmental reports.
Who can apply ?
- Age : 25 to 30
- Qualification : Graduation
- Experience : at least 3years in sales or marketing
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