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Personal Banker

CROWN FINANCIAL GROUP
Posted 4 days ago
Location

Memphis, TN, US

Salary

$60,000 - $74,500 per year

Contract type

Full Time

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Benefits:
  • Company parties
  • Competitive salary
  • Opportunity for advancement
  • Training & development
Benefits/Perks
  • Careers Advancement Opportunities 
  • Flexible Scheduling
  • Competitive Compensation 
Job Summary
We are seeking a Personal Banker to join our team. In this role, you will assist our customers in managing their bank accounts and finances. You will develop long-term relationships with clients as well as network to generate new potential business. The ideal candidate has excellent interpersonal skills, uses a customer-oriented approach to solving problems, and has proven experience in banking.
 
Responsibilities 
  • Communicate with clients to discover their bank services needs
  • Assist clients in opening and closing bank accounts
  • Provide resolution for any issues the customer may have with their accounts or banking services
  • Refer clients to other financial experts within the bank when necessary
  • Network and develop relationships with potential clients
  • Educate prospective and existing clients on financial products and services
  • Enter information into banking software
  • Other administrative duties, as necessary
  • Business Development
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field
  • Certification as a CPA or CMA is preferred
  • Previous experience as a Personal Banker is preferred
  • Deep understanding of personal banking regulations
  • Familiarity with Microsoft Excel, databases, and loan processing and banking software
  • Strong customer service and communication skills
  • Ability to perform in a goal-oriented environment
  • Customer-oriented approach to handling problems
  • Strategic planning



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