- Recommending and explaining banking services and products to clients based on their needs.- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.- Presenting and selling banking services and products to existing and prospective clients.- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.- Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.- Processing applications for credit cards, safe deposit boxes, and loan requests.- Verifying bank account details upon client request.- Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.- Resolving client queries and complaints.- Performing administrative duties, such as data entry, as needed. (ref:updazz.com)
updazz .com
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