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Personal Banking Representative Responsibilities and Duties

Understand customer financial needs and accordingly recommend suitable bank products.

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

Assist in selling and promoting bank products and services to customers.

Provide excellent customer services and ensure customer satisfaction.

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

Participate in sales and marketing events as needed.

Assist in account opening and closing operations and loan processing activities.

Build positive working relationship with customers for repeat businesses.

Identify and contact new customers and develop customer outreach and retention strategies.

Respond to customer queries regarding bank statements, service charges and bank products.

Address client concerns and requests in a professional manner.

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