Overview

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

Responsibilities

• Advising customers on high-level financial solutions, including investment and credit banking solutions.
• Engaging with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
• Increasing customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; escalating matters as appropriate while maintaining confidentiality and accuracy.
• Acting as a point of contact for frontline staff in handling customer pr...