A Personal Banker’s job description typically includes:
- Handling sales and customer service for walk-in customers.
- Handling a portfolio of customers for their banking & financial services needs (relationship management).
- Managing local marketing efforts for generating new leads.
- Follow up leads and ensure conversions of maximum leads, including through co-ordination with other departments of the bank.
- Customer engagements through visits and tele-calling, plus contacts through emails & other social media tools like LinkedIn.
- Branch-level operations support.
- Maintaining compliance and documentation.
Banks expect Personal Bankers to be good communicators, sales-driven, and customer-focused.
👉 Click here if you want to read about the salary of a Personal Banker
