Personal Banker Trainee Responsibilities and Duties

Posted in Job Responsibilities

Maintain up-to-date knowledge about bank products and services.

Develop innovative sales strategies to meet or exceed branch sales target.

Work under the guidance of Bank Manager to achieve both individual and team sales goals.

Build positive working relationships with existing customers and identify and contact new customers.

Understand customer needs and accordingly recommend suitable bank products.

Maintain customer portfolio and develop customer outreach and retention strategies.

Make sales calls to customers and identify cross-sell opportunities.

Adhere to bank policies and procedures and follow federal and state laws.

Inform customers about investment options and advantages.

Advice customers about loans, interest amounts and mortgage options.

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