| Personal Banking Representative Job Description |
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| The following is a full job description for Personal Banking Representative. Here are the requirements and responsibilities for Personal Banking Representative along with statistics. If after reading this page you determine that Personal Banking Representative is not the position you are looking for, you may want to try one of these similar titles: Personal Banking Senior Representative, Personal Banking Manager, Personal Trainer, Direct Sales Representative (Banking), Private Banking Director, Assistant Branch Manager II, International Banking Manager, Online Banking Manager, Online Banking Specialist |
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| Requirements and Responsibilities For Personal Banking Representative |
| 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. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Requires a high school diploma. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. |
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| Also referred to as: Banking Services Customer Representative, Customer Sales and Service Representative, Personal Banker I |
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| Similar Jobs: Personal Banking Senior Representative, Personal Banking Manager, Personal Trainer, Direct Sales Representative (Banking), Private Banking Director, Assistant Branch Manager II, International Banking Manager, Online Banking Manager, Online Banking Specialist |
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| Level of Education: Personal Banking Representative Salaries with a High School Diploma or Technical Certificate, Personal Banking Representative Salaries with an Associate's Degree, Personal Banking Representative Salaries with a Bachelor's Degree, Personal Banking Representative Salaries with a Master's Degree or MBA, Personal Banking Representative Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Edu., Gov't. & Nonprofit, Financial Services | |
