Personal Banking Officer Responsibilities and Duties

Posted in Job Responsibilities

Oversee account opening, account closing, and product sales activities.

Review load application, approve or disapprove loans, and communicate loan decisions to customers.

Build positive working relationship with existing customers for repeat businesses.

Make follow-up calls with customers and close all pending items.

Identify and contact potential customers to increase customer base.

Work with management to develop customer retention and outreach strategies.

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

Work in compliance with bank polices and procedures.

Maintain customer accounts, make sales calls to customers and identify cross-sell opportunities.

Provide support to personal banking department when needed.

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