There is currently no job description for Personal Banker, be the first to
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The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. In addition, Personal Banker II requires a high school diploma. Typically reports to a supervisor. Being a Personal Banker II works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Working as a Personal Banker II typically requires 3-5 years of related experience, or may need 2 years experience with additional specialized training and/or certification.
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There is currently no job description for Citibank Personal Banker, be the first to
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the job responsibilities for Citibank Personal Banker.
A Personal Banker Associate is responsible for providing exceptional customer service and financial guidance to clients. They assist clients with their banking needs, including opening accounts, processing transactions, and providing information on various banking products and services. Personal Banker Associates also work to identify and recommend appropriate financial solutions to meet the individual needs of clients, such as loans, credit cards, and investment products. They build and maintain strong relationships with clients, ensuring their satisfaction and loyalty to the bank. Additionally, Personal Banker Associates may also be responsible for meeting sales goals and targets set by the bank.