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概要
As a Banker, I will be responsible for providing financial services and advice to customers, including opening and closing accounts, processing transactions, and identifying and recommending Banking Products and services to meet their needs. I will also need to develop and maintain relationships with customers, identify sales opportunities, and maintain knowledge of industry trends and best practices. Additionally, I will need to ensure that all regulatory and compliance requirements are met, and that customer information is handled in a confidential and secure manner.
Key Responsibility
- Open and close accounts for customers.
- Process customer transactions, including deposits, withdrawals, and payments.
- Identify and recommend banking products and services to meet customer needs.
- Develop and maintain relationships with customers, and identify sales opportunities.
- Maintain knowledge of industry trends and best practices.
- Ensure that all regulatory and compliance requirements are met.
- Handle customer information in a confidential and secure manner.
- Collaborate with other team members and departments to achieve common goals.
- Participate in training and professional development opportunities.
- Overall, the role of a Banker in a financial institution is to provide exceptional customer service, help customers achieve their financial goals, and contribute to the success of the bank.
项目
工作经历
BSO Operations
Process and verify transactions, accounts, and documents.
Manage customer inquiries, resolving issues and escalating complex cases.
Support account opening, maintenance, and closure processes.
Collaborate with internal teams, such as credit, risk, and compliance.
Identify and report operational risks, near misses, and process improvements.
Develop and maintain knowledge of banking products, services, and processes.
Meet productivity and quality targets, adhering to service level agreements.
Business Service Officer
Manage Branch Operation Services like,Cash Handling, Account Opening, Operations Department
