Personal Banking Advisor

About the role

The Personal Banking Advisor is responsible for assisting clients in various banking activities, cross-selling products and services, and maintaining branch operations.

Responsibilities

• Aid clients with new account services and product changes.
• Actively promote and sell all bank products.
• Fill out and process contract forms, determine fees, collect deposits, and prepare records.
• Stay updated on all bank products, services, and technologies.
• Adapt to and utilize new banking technologies.
• Educate clients on the use of technology and provide demonstrations.
• Solve client complaints, questions, and problems.
• Support branch supervision by performing tasks such as branch settlement, teller balancing, ATM settlement, and audit reviews.
• Handle deposits, cash transactions, and issue receipts.
• Place holds on accounts and prepare wire transfers.
• Maintain safe deposit box access and monitor security procedures.
• Assist in maintaining dual control logs and ensuring employee security.
• Represent the bank in community activities and attend relevant training sessions.

Requirements

• High school diploma or equivalent.
• Experience with electronic banking channels like Internet Banking, Mobile Banking, EStatements, Bill Pay, etc., is preferred.
• Ability to read, analyze, and interpret business documents and governmental regulations.
• Effective communication skills, including writing reports and responding to inquiries.
• Mathematical skills, including basic arithmetic operations and understanding of interest rates and percentages.