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Personal Banker » Overview

Personal Banker

Personal bankers provide a personalised service, providing customers with support for all their banking and financial service needs, including complex lending and financial requirements. They help their clients manage their assets, including mortgages, savings and checking accounts. This involves looking at a client’s assets and determining whether the bank could be offering additional financial services, essentially selling the client financial products and services by referring them to other areas of the bank. They also provide good customer service, answering questions and resolving problems.