Personal Banker

About the role

Responsible for providing exceptional customer service and managing relationships with clients. Conducts thorough financial assessments and develops customized solutions to meet client needs.

Responsibilities

• Handle client inquiries and requests via phone, email, and in-person meetings.
• Conduct financial analyses and develop comprehensive financial plans.
• Manage client portfolios and provide ongoing investment advice.
• Attend to client account maintenance and ensure compliance with regulatory requirements.
• Participate in team meetings and professional development activities.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum of 2 years of relevant experience in banking or financial services.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.

Qualifications

• Knowledge of financial products and services.
• Experience with financial planning software.
• Ability to work independently and manage multiple tasks simultaneously.

Skills

• Customer service orientation.
• Financial analysis and modeling.
• Portfolio management.
• Regulatory compliance.

Benefits

Comprehensive benefits package including health insurance, retirement plans, paid time off, and more.

Pay

$50,000 - $70,000 annually based on experience and qualifications.

Schedule

Full-time position with flexible working hours.