• Phone Bank Sales & Service Manager , Admin Jobs in Coimbatore,India - 25674457

  • pvr india
  • Save Job
  • 1 - 2 Years
  • Posted : above 1 month

Job Description:

Personal Banker Responsibilities


Help customers open and manage their bank accounts and finances

Advise clients on financial services and resolve issues

Reach out to prospective customers to sell our services

personal banker job description

Job brief

We are looking for a personal banker to assist our customers in managing their bank accounts and finances You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services

Personal bankers should be excellent communicators with solid knowledge of banking processes and products Sales and customer service experience can help you succeed in this role The ideal candidate is bold and ethical, and possesses strong problem-solving skills


Advise customers on bank services for their needs (eg loans and credit cards)

Manage customer bank accounts; open, close and oversee transactions

Resolve issues with banking services and accounts

Refer clients to inhouse 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 (eg entering data into banking software)


Proven experience as a personal banker; experience in sales or customer service is a plus

Knowledge of personal banking practices and regulations

Familiarity with banking software; excellent use of MS Office

Ability to work diligently to meet targets

Excellent communication and negotiation skills

Customer-oriented approach to handling problems

BSc/BA in Finance, Accounting or similar field preferred

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : HR / Administration / IR
Role : Building/Residential, Civil, Highway/Roadway
Salary : Rs 3.10 - 4.05 Lacs p.a.
Deadline : 15th Jul 2020

Key Skills:

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